DSI Institutional Ownership & Shareholders
ISHARES MSCI KLD 400 SOCIAL (DSI) is currently held by 629 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.46B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DSI tracked by InsiderSet, reporting ownership valued at approximately $602.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $604.87M, representing an estimated gain of +0.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed DSI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Envestnet Asset Management Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES MSCI KLD 400 SOCIAL (DSI).
This page ranks the largest institutional DSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
629
Total Reported Value
$3.46B
Largest Holder
Morgan Stanley
Largest Position
$602.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.03% | 4,231,965 | $602,589,665 | $604,874,757 | +$2,285,092 | +0.38% | |
| Envestnet Asset Management Inc | 0.06% | 1,741,833 | $248,019,578 | $248,960,191 | +$940,613 | +0.38% | |
| Bank Of America Corp | 0.01% | 1,405,229 | $200,090,572 | $200,849,381 | +$758,809 | +0.38% | |
| Lpl Financial Llc | 0.04% | 1,229,365 | $175,049,225 | $175,713,139 | +$663,914 | +0.38% | |
| Bank Of New York Mellon Corp | 0.03% | 1,193,065 | $169,880,628 | $170,524,780 | +$644,152 | +0.38% | |
| Jpmorgan Chase & Co | 0.01% | 1,156,395 | $163,063,282 | $165,283,537 | +$2,220,255 | +1.36% | |
| Ameriprise Financial Inc | 0.02% | 797,286 | $117,059,987 | $113,956,088 | -$3,103,899 | -2.65% | |
| Ima Advisory Services, Inc. | 3.94% | 444,726 | $62,989,722 | $63,564,687 | +$574,965 | +0.91% | |
| Ubs Group Ag | 0.01% | 407,533 | $58,028,624 | $58,248,692 | +$220,068 | +0.38% | |
| Betterment Llc | 0.08% | 337,922 | $48,117,000 | $48,299,191 | +$182,191 | +0.38% | |
| Mariner, Llc | 0.05% | 335,917 | $47,810,105 | $48,012,617 | +$202,512 | +0.42% | |
| Us Bancorp \De\ | 0.05% | 322,658 | $45,943,272 | $46,117,508 | +$174,236 | +0.38% | |
| Envestnet Portfolio Solutions, Inc. | 0.22% | 318,940 | $45,413,843 | $45,586,094 | +$172,251 | +0.38% | |
| Rockefeller Capital Management L.P. | 0.07% | 302,319 | $43,047,348 | $43,210,455 | +$163,107 | +0.38% | |
| Goldman Sachs Group Inc | 0.00% | 298,963 | $42,569,341 | $42,730,782 | +$161,441 | +0.38% | |
| Sei Investments Co | 0.04% | 280,073 | $39,879,630 | $40,030,834 | +$151,204 | +0.38% | |
| Northstar Asset Management Inc | 11.68% | 279,901 | $39,855,103 | $40,006,250 | +$151,147 | +0.38% | |
| Commonwealth Equity Services, Llc | 0.04% | 211,296 | $30,887,263 | $30,200,537 | -$686,726 | -2.22% | |
| Wells Fargo & Company/Mn | 0.01% | 214,635 | $30,561,899 | $30,677,781 | +$115,882 | +0.38% | |
| Creative Planning | 0.02% | 207,131 | $30,278,452 | $29,605,234 | -$673,218 | -2.22% | |
| Cetera Investment Advisers | 0.03% | 204,758 | $29,155,383 | $29,266,061 | +$110,678 | +0.38% | |
| Captrust Financial Advisors | 0.04% | 177,439 | $25,265,469 | $25,361,356 | +$95,887 | +0.38% | |
| Raymond James Financial Inc | 0.01% | 176,795 | $25,173,754 | $25,269,309 | +$95,555 | +0.38% | |
| Osaic Holdings, Inc. | 0.03% | 174,483 | $24,849,868 | $24,938,855 | +$88,987 | +0.36% | |
| Cerity Partners Llc | 0.03% | 163,637 | $23,300,335 | $23,388,636 | +$88,301 | +0.38% | |
| Truist Financial Corp | 0.03% | 156,840 | $22,926,937 | $22,417,141 | -$509,796 | -2.22% | |
| Royal Bank Of Canada | 0.00% | 160,692 | $22,880,000 | $22,967,708 | +$87,708 | +0.38% | |
| National Philanthropic Trust | 0.31% | 148,426 | $21,134,378 | $21,214,528 | +$80,150 | +0.38% | |
| Beacon Pointe Advisors, Llc | 0.10% | 146,353 | $20,839,227 | $20,918,234 | +$79,007 | +0.38% | |
| Ameritas Advisory Services, Llc | 0.42% | 146,299 | $20,831,472 | $20,910,516 | +$79,044 | +0.38% | |
| Gemmer Asset Management Llc | 1.31% | 137,567 | $20,109,538 | $19,662,451 | -$447,087 | -2.22% | |
| Focus Partners Wealth | 0.02% | 137,461 | $19,573,162 | $19,647,301 | +$74,139 | +0.38% | |
| Manchester Capital Management Llc | 2.55% | 128,700 | $18,813,366 | $18,395,091 | -$418,275 | -2.22% | |
| Fiduciary Trust Co | 0.20% | 129,159 | $18,390,950 | $18,460,696 | +$69,746 | +0.38% | |
| Johnson Financial Group, Inc. | 0.52% | 111,675 | $15,901,404 | $15,961,708 | +$60,304 | +0.38% | |
| Mml Investors Services, Llc | 0.03% | 103,448 | $14,730,027 | $14,785,823 | +$55,796 | +0.38% | |
| Pfg Investments, Llc | 0.54% | 97,760 | $13,920,012 | $13,972,837 | +$52,825 | +0.38% | |
| Mercer Global Advisors Inc | 0.02% | 94,728 | $13,488,351 | $13,539,473 | +$51,122 | +0.38% | |
| Thrivent Financial For Lutherans | 0.02% | 93,250 | $13,251,000 | $13,328,223 | +$77,223 | +0.58% | |
| Francis Financial, Inc. | 2.11% | 90,492 | $12,885,089 | $12,934,022 | +$48,933 | +0.38% | |
| Natural Investments, Llc | 2.77% | 88,429 | $12,591,000 | $12,639,157 | +$48,157 | +0.38% | |
| Private Advisor Group, Llc | 0.06% | 85,793 | $12,216,061 | $12,262,393 | +$46,332 | +0.38% | |
| Mascoma Wealth Management Llc | 2.18% | 82,200 | $12,015,932 | $11,748,846 | -$267,086 | -2.22% | |
| Trillium Asset Management, Llc | 0.31% | 70,793 | $10,080,276 | $10,118,443 | +$38,167 | +0.38% | |
| Fifth Third Bancorp | 0.02% | 70,077 | $9,978,216 | $10,016,106 | +$37,890 | +0.38% | |
| Scs Capital Management Llc | 0.09% | 69,138 | $9,844,568 | $9,881,894 | +$37,326 | +0.38% | |
| Janney Montgomery Scott Llc | 0.02% | 68,173 | $9,707,000 | $9,743,967 | +$36,967 | +0.38% | |
| Bank Of Montreal | 0.00% | 64,692 | $9,211,494 | $9,246,428 | +$34,934 | +0.38% | |
| Composition Wealth, Llc | 0.11% | 63,094 | $8,983,959 | $9,018,025 | +$34,066 | +0.38% | |
| Brio Consultants, Llc | 1.04% | 62,504 | $8,899,987 | $8,933,697 | +$33,710 | +0.38% |
Frequently asked questions about DSI
Who are the largest institutional holders of DSI?
The largest institutional holders of DSI reported in the latest SEC Form 13F filings include Morgan Stanley, Envestnet Asset Management Inc, Bank Of America Corp, Lpl Financial Llc, and Bank Of New York Mellon Corp. InsiderSet ranks institutional holders by their latest reported DSI position.
What is DSI institutional ownership?
This page tracks DSI positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI KLD 400 SOCIAL (DSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DSI?
InsiderSet currently tracks 629 institutional managers reporting DSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DSI shareholders.
How much DSI stock do institutions own?
Institutional investment managers disclosed approximately $3.46B in DSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DSI institutional ownership last updated?
The latest DSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DSI position after the reporting date.
Are institutions buying or selling DSI?
Institutional buying and selling can be analyzed by comparing DSI positions across consecutive 13F reporting periods. InsiderSet's DSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DSI ownership changes.
How has DSI institutional ownership changed over time?
InsiderSet tracks DSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.