Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Total 13F shares
-
975,441
-
Share change
-
+14,857
-
Total reported value
-
$125,717,619
-
Price per share
-
$128.83
-
Number of holders
-
90
-
Value change
-
+$1,916,224
-
Number of buys
-
29
-
Number of sells
-
38
Institutional Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - ESG MSCI KLD 400 (DSI) was held by
90 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
975,441 shares.
The largest 10 holders included
PARK AVENUE SECURITIES LLC, Fifth Third Wealth Advisors LLC, Strategic Point Investment Advisors, LLC, Perigon Wealth Management, LLC, Wealthcare Advisory Partners LLC, Gradient Investments LLC, Neumann Capital Management, LLC, Sharkey, Howes & Javer, Bangor Savings Bank, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
90
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.