ISHARES MSCI KLD 400 SOCIAL (DSI) Institutional Ownership

DSI is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.54M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.35M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's DSI position is now estimated to be worth approximately $1.56M, representing an estimated gain of +15.74% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES MSCI KLD 400 SOCIAL (DSI).