DSI

Ishares Msci Kld 400 Social

Latest period2026 - Q1Total superinvestors588

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 588 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
Claire Gordon@Morgan Stanley
Recent Activity
Increased 2.72%
0.03%
$481.334M
3.972M shares@ 121.2 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -6.2%
0.06%
$215.049M
1.774M shares@ 121.19 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -11.36%
0.02%
$180.671M
1.491M shares@ 121.2 avg price
Andrew Weiser@Bank Of New York Mellon Corp
Recent Activity
Increased 57.75%
0.03%
$152.037M
1.255M shares@ 121.19 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -2.05%
0.04%
$149.41M
1.233M shares@ 121.2 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Decreased -2.82%
0.01%
$139.86M
1.19M shares@ 117.54 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -3.28%
0.03%
$101.148M
834,824 shares@ 121.17 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -0.49%
0.01%
$50.447M
416,264 shares@ 121.19 avg price
Valerie Ruppel@Ima Advisory Services, Inc.
Recent Activity
Increased 1.15%
4.86%
$49.743M
412,576 shares@ 120.57 avg price
Khaley Sestak@Betterment Llc
Recent Activity
Decreased -5.07%
0.09%
$42.386M
349,749 shares@ 121.19 avg price

1-10 of 588