ISHARES MSCI KLD 400 SOCIAL (DSI) Institutional Ownership and Insiders Activity

ISHARES MSCI KLD 400 SOCIAL (DSI) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $2.23M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $2.03M in DSI holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.