Public ownership evidence

iShares ESG MSCI KLD 400 ETF (DSI) Ownership Disclosures

Read DSI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares ESG MSCI KLD 400 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
13,893
Value (USD)
$1,978,280
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DSI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DSI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2813,893$1,978,280None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2820$2,848None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2820$2,424None
Brown Financial Advisors2026-06-302026-08-272,055$292,611None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-265,089$655,616None
Financial Insights, Inc.2026-06-302026-08-2613,724$1,954,160None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-202,800$398,692None
Archer Investment Corp2026-06-302026-08-20445$63,364None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2094,728$13,488,351None
Beacon Pointe Advisors, LLC2026-06-302026-08-19146,353$20,839,227None
Copia Wealth Management2026-06-302026-08-19210$29,902None
JDM Financial Group LLC2026-06-302026-08-19445$63,364None
WNY Asset Management, LLC2026-06-302026-08-185,067$721,490None
Corient Private Wealth LP2026-06-302026-08-1835,575$5,065,437None
Transamerica Financial Advisors, LLC2026-06-302026-08-181,788$254,665None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1828,901$4,120,465None
Equitable Holdings, Inc.2026-06-302026-08-1828,329$4,033,754None
GTS FINANCIAL, LLC2026-06-302026-08-152,160$250,906None
EFG International AG2026-06-302026-08-15325$46,277None
Hopwood Nicholas Hunter2026-06-302026-08-151,559$221,999None
Hopwood Nicholas Hunter2026-03-312026-08-151,858$225,170None
Hopwood Nicholas Hunter2025-12-312026-08-151,980$255,066None
Sequent Planning LLC2026-06-302026-08-151,614$229,817None
HILLTOP WEALTH ADVISORS, LLC2026-06-302026-08-153,268$465,331None
Investors Portfolio Services LLC2026-06-302026-08-15317$45,079None
AMERIFLEX GROUP, INC.2026-06-302026-08-15166$23,580None
Frederick Financial Consultants, LLC2026-06-302026-08-151,864$265,415None
SEI INVESTMENTS CO2026-06-302026-08-15280,073$39,879,630None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1593$13,249None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,455$207,177None
Modern Wealth Management, LLC2026-06-302026-08-1519,785$2,817,186None
Mutual Advisors, LLC2026-06-302026-08-151,817$258,672None
Advyzon Investment Management, LLC2026-06-302026-08-151,800$256,302None
Milestone Investment Advisors LLC2026-06-302026-08-155,237$745,697None
Perennial Investment Advisors, LLC2026-06-302026-08-155,301$754,810None
Capital Asset Advisory Services LLC2026-06-302026-08-153,280$467,074None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-152,185$311,104None
Ameritas Advisory Services, LLC2026-06-302026-08-15146,299$20,831,472None
XTX Topco Ltd2026-06-302026-08-154,443$632,639None
Western Wealth Management, LLC2026-06-302026-08-157,665$1,091,442None
Frisch Financial Group, Inc.2026-06-302026-08-155,917$842,502None
IFG Advisory, LLC2026-06-302026-08-15806$114,733None
Per Stirling Capital Management, LLC.2026-06-302026-08-152,382$339,108None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,151$306,313None
OSAIC HOLDINGS, INC.2026-06-302026-08-1527,172$3,869,009None
OSAIC HOLDINGS, INC.2026-06-302026-08-15145,160$20,674,546None
Betterment LLC2026-06-302026-08-15337,922$48,117,000None
Heritage Wealth Advisors2026-06-302026-08-15180$25,630None
Orion Porfolio Solutions, LLC2026-06-302026-08-1523,594$3,359,541None
Regal Investment Advisors LLC2026-06-302026-08-158,928$1,271,191None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Brown Financial Advisors ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Financial Insights, Inc. ↗Wilson & Boucher Capital Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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