DSI

Ishares Msci Kld 400 Social

Latest period2026 - Q2Total superinvestors60

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 60 superinvestors own shares of Ishares Msci Kld 400 Social (DSI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Kld 400 Social (DSI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Msci Kld 400 Social (DSI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Msci Kld 400 Social (DSI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Richard Anzelone@Strategic Point Investment Advisors, Llc
Recent Activity
Increased 1.77%
1.07%
$8.142M
57,179 shares@ 142.4 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 7.28%
0.14%
$7.057M
49,560 shares@ 142.4 avg price
Nicole Alexander@Gradient Investments Llc
Recent Activity
Increased 3.97%
0.09%
$6.402M
44,958 shares@ 142.4 avg price
Cass A. Gilbert@Gilbert Capital Group, Inc.
Recent Activity
Decreased -2.13%
4.15%
$5.913M
41,527 shares@ 142.4 avg price
Aryn Sands@Neumann Capital Management, Llc
Recent Activity
Decreased -0.64%
3.32%
$5.012M
35,201 shares@ 142.39 avg price
Tracy Costello@Archer Investment Management, Llc
Recent Activity
Decreased -29.46%
1.35%
$3.924M
27,556 shares@ 142.4 avg price
James Krause@Wealthcare Capital Management Llc
Recent Activity
Increased 1.66%
0.34%
$3.501M
24,589 shares@ 142.4 avg price
Maximiliaan Rijkenberg@Sapient Capital Llc
Recent Activity
0.05%
$3.329M
23,380 shares@ 142.39 avg price
Kerry Poorman@Sharkey, Howes & Javer
Recent Activity
Decreased -6.1%
0.36%
$2.98M
20,930 shares@ 142.39 avg price
Pablo Brezman@Bigsur Wealth Management Llc
Recent Activity
0.69%
$2.848M
20,000 shares@ 142.39 avg price

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