ISHARES TR - MSCI KLD400 SOC (DSI)

Historical Holders from Q1 2014 to Q1 2025

Symbol
DSI
CUSIP
464288570
Type / Class
Equity / MSCI KLD400 SOC
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
26.7M
Holdings value
$2.94B
% of all portfolios
0.012%
Grand Portfolio weight change
+0%
Number of holders
558
Number of buys
185
Number of sells
-235
Average Value change %
+0%
Average buys %
+0.002%
Average sells %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of ISHARES TR - MSCI KLD400 SOC (DSI)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 2.51M $257M -$19.8M $102.41 126
2024 Q4 26.7M $2.94B +$128M $110.25 558
2024 Q3 25.9M $2.81B -$58.1M $108.79 529
2024 Q2 26.4M $2.74B +$27.6M $103.85 509
2024 Q1 26.2M $2.64B -$104M $100.81 495
2023 Q4 26.6M $2.42B +$157M $91.05 481
2023 Q3 24.8M $2.02B -$62.3M $81.41 439
2023 Q2 24.9M $2.1B -$9.9M $84.17 449
2023 Q1 23.8M $1.86B -$202M $77.99 424
2022 Q4 27.1M $1.95B +$94.9M $71.79 427
2022 Q3 21.3M $1.43B -$2M $66.97 407
2022 Q2 26.1M $1.88B +$176M $71.90 414
2022 Q1 23.1M $2B +$105M $86.62 412
2021 Q4 22.6M $2.1B +$171M $92.92 424
2021 Q3 20.1M $1.67B +$119M $83.21 378
2021 Q2 18.8M $1.56B +$16.9M $82.83 376
2021 Q1 18.7M $1.43B +$3.42M $76.36 365
2020 Q4 18.4M $1.32B +$674M $71.54 346
2020 Q3 8.17M $1.04B +$50.5M $127.95 312
2020 Q2 7.8M $922M +$23.7M $118.02 303
2020 Q1 7.9M $764M +$40.1M $97.39 285
2019 Q4 7.1M $853M +$100M $120.13 295
2019 Q3 6.27M $694M +$38M $110.91 263
2019 Q2 5.92M $647M +$30.6M $109.36 252
2019 Q1 5.57M $588M -$26.6M $105.48 241
2018 Q4 5.93M $551M +$92.1M $93.00 229
2018 Q3 4.88M $521M +$56.9M $106.79 219
2018 Q2 4.34M $438M +$30.7M $100.94 201
2018 Q1 4.06M $397M -$33M $97.72 188
2017 Q4 4.35M $428M +$37.5M $98.24 176
2017 Q3 3.94M $366M +$69.2M $92.85 155
2017 Q2 3.19M $285M +$6.97M $89.32 143
2017 Q1 3.11M $270M -$19M $86.76 141
2016 Q4 3.39M $279M +$25.9M $82.38 135
2016 Q3 3.08M $248M +$22.5M $80.51 120
2016 Q2 2.78M $215M +$6.69M $77.35 116
2016 Q1 2.67M $205M -$27.8M $76.55 115
2015 Q4 2.97M $225M +$48.3M $75.71 113
2015 Q3 2.29M $162M +$16.4M $70.95 92
2015 Q2 2.07M $157M +$14.9M $76.07 89
2015 Q1 1.81M $140M +$5.59M $77.24 87
2014 Q4 1.82M $139M +$18.2M $76.59 92
2014 Q3 1.58M $116M -$505K $73.38 79
2014 Q2 1.55M $114M +$2.3M $73.11 78
2014 Q1 1.5M $105M -$85.5M $70.24 75