As of 30 Sep 2025, 555 institutional investors reported holding 23,419,978 shares of ISHARES TR - ESG MSCI KLD 400 (DSI).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 520,603 | $67,118,276 | +$1,985,200 | $128.83 | 54 |
| 2025 Q3 | 23,419,978 | $2,949,605,230 | -$57,558,205 | $125.95 | 555 |
| 2025 Q2 | 24,021,118 | $2,796,060,091 | -$73,550,476 | $116.16 | 557 |
| 2025 Q1 | 24,567,524 | $2,516,374,001 | -$218,584,063 | $102.41 | 539 |
| 2024 Q4 | 26,699,822 | $2,944,487,173 | +$127,868,900 | $110.25 | 559 |
| 2024 Q3 | 25,875,977 | $2,814,448,901 | -$58,084,014 | $108.79 | 529 |
| 2024 Q2 | 26,420,941 | $2,742,965,518 | +$27,573,748 | $103.85 | 509 |
| 2024 Q1 | 26,163,827 | $2,636,972,030 | -$104,064,351 | $100.81 | 495 |
| 2023 Q4 | 55,564 | $5,059,095 | +$1,323,413 | $91.05 | 8 |
| 2023 Q3 | 24,806,401 | $2,020,212,338 | -$62,256,299 | $81.41 | 439 |
| 2023 Q2 | 24,914,998 | $2,097,284,171 | -$9,896,800 | $84.17 | 449 |
| 2023 Q1 | 23,840,028 | $1,859,125,786 | -$202,449,483 | $77.99 | 424 |
| 2022 Q4 | 27,092,007 | $1,945,321,417 | +$94,864,481 | $71.79 | 427 |
| 2022 Q3 | 21,272,938 | $1,428,801,892 | -$1,995,276 | $66.97 | 407 |
| 2022 Q2 | 26,064,305 | $1,875,098,982 | +$175,576,360 | $71.90 | 414 |
| 2022 Q1 | 23,096,714 | $2,000,150,256 | +$104,920,163 | $86.62 | 412 |
| 2021 Q4 | 22,618,219 | $2,100,204,786 | +$171,118,197 | $92.92 | 424 |
| 2021 Q3 | 20,050,832 | $1,669,188,088 | +$119,025,618 | $83.21 | 378 |
| 2021 Q2 | 18,816,506 | $1,558,761,343 | +$16,917,661 | $82.83 | 376 |
| 2021 Q1 | 18,704,767 | $1,428,572,898 | +$3,419,839 | $76.36 | 365 |
| 2020 Q4 | 18,398,789 | $1,320,372,202 | +$673,684,439 | $71.54 | 346 |
| 2020 Q3 | 8,168,213 | $1,044,599,375 | +$50,532,254 | $127.95 | 312 |
| 2020 Q2 | 7,801,113 | $921,868,227 | +$23,704,216 | $118.02 | 303 |
| 2020 Q1 | 7,898,491 | $764,030,667 | +$40,104,295 | $97.39 | 285 |
| 2019 Q4 | 7,103,923 | $853,430,819 | +$100,181,826 | $120.13 | 295 |
| 2019 Q3 | 6,268,496 | $694,419,054 | +$38,023,624 | $110.91 | 263 |
| 2019 Q2 | 5,920,381 | $647,017,988 | +$30,557,845 | $109.36 | 252 |
| 2019 Q1 | 5,568,918 | $587,710,534 | -$26,557,270 | $105.48 | 241 |
| 2018 Q4 | 5,925,728 | $551,389,548 | +$92,068,522 | $93.00 | 229 |
| 2018 Q3 | 4,882,318 | $521,110,840 | +$56,877,906 | $106.79 | 219 |
| 2018 Q2 | 4,340,103 | $438,072,314 | +$30,744,735 | $100.94 | 201 |
| 2018 Q1 | 4,061,907 | $397,034,338 | -$33,011,446 | $97.72 | 188 |
| 2017 Q4 | 4,352,517 | $427,670,245 | +$37,504,487 | $98.24 | 176 |
| 2017 Q3 | 3,939,749 | $365,747,339 | +$69,151,887 | $92.85 | 155 |
| 2017 Q2 | 3,192,129 | $285,191,555 | +$6,972,313 | $89.32 | 143 |
| 2017 Q1 | 3,111,929 | $269,967,104 | -$19,043,789 | $86.76 | 141 |
| 2016 Q4 | 3,387,038 | $279,081,814 | +$25,876,678 | $82.38 | 135 |
| 2016 Q3 | 3,082,552 | $248,112,076 | +$22,519,662 | $80.51 | 120 |
| 2016 Q2 | 2,777,940 | $214,892,910 | +$6,691,346 | $77.35 | 116 |
| 2016 Q1 | 2,674,923 | $204,743,350 | -$27,801,445 | $76.55 | 115 |
| 2015 Q4 | 2,973,519 | $225,000,049 | +$48,339,889 | $75.71 | 113 |
| 2015 Q3 | 2,286,673 | $162,357,981 | +$16,357,689 | $70.95 | 92 |
| 2015 Q2 | 2,065,038 | $157,100,155 | +$14,888,892 | $76.07 | 89 |
| 2015 Q1 | 1,808,429 | $139,672,107 | +$5,585,920 | $77.24 | 87 |
| 2014 Q4 | 1,821,000 | $139,441,223 | +$18,177,303 | $76.59 | 92 |
| 2014 Q3 | 1,578,296 | $115,789,892 | -$505,433 | $73.38 | 79 |
| 2014 Q2 | 1,554,870 | $113,671,410 | +$2,297,133 | $73.11 | 78 |
| 2014 Q1 | 1,499,370 | $105,304,425 | -$85,544,633 | $70.24 | 75 |