Institutional Ownership
Ishares Tr
CUSIP 464288570ESG MSCI KLD 400DSIQ1 2026
Institutional Holders
585
13F filers
Shares Held
24.39M
Aggregate institutional
Institutional Value
$2.84B
Q1 2026
Net New Holders
-20
22 new · 42 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased181
Decreased228
Sold out42
Institutional Holders
585 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.97M | $481.33M | +104.9K | Added |
| 2 | Envestnet Asset Management Inc | 1.77M | $215.05M | −117.4K | Reduced |
| 3 | Bank Of America Corp /De/ | 1.49M | $180.67M | −191.1K | Reduced |
| 4 | Bank Of New York Mellon Corp | 1.25M | $152.04M | +459.2K | Added |
| 5 | Lpl Financial LLC | 1.23M | $149.41M | −25.9K | Reduced |
| 6 | Jpmorgan Chase & Co | 1.19M | $139.86M | −34.7K | Reduced |
| 7 | Ameriprise Financial Inc | 834.8K | $101.15M | −28.3K | Reduced |
| 8 | Ubs Group AG | 416.3K | $50.45M | −2.1K | Reduced |
| 9 | Ima Advisory Services, Inc. | 412.6K | $49.74M | +4.7K | Added |
| 10 | Mariner, LLC | 334.7K | $40.56M | −11.4K | Reduced |
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