Who Owns iShares ESG MSCI KLD 400 ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares ESG MSCI KLD 400 ETF.
Who crossed 5% of DSI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCESG MSCI KLD ETF46.5K shadded | $6.8M |
| SAPIENT CAPITAL LLCESG MSCI KLD ETF23.4K shheld | $3.4M |
| Farther Finance Advisors, LLCETF20.1K shadded | $2.9M |
| SigFig Wealth Management, LLCESG MSCI KLD ETF17.4K shtrimmed | $2.5M |
| Bangor Savings BankESG MSCI KLD ETF16.2K shheld | $2.4M |
| WoodTrust Financial CorpOTHER15.5K shadded | $2.3M |
| Investors Research CorpESG MSCI KLD ETF14.7K shtrimmed | $2.1M |
| Boston Standard Wealth Management, LLCESG MSCI KLD ETF11.3K shadded | $1.7M |
| Acropolis Investment Management, LLCESG MSCI KLD ETF7.5K shtrimmed | $1.1M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom6.3K shadded | $915.8K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM6.1K shheld | $888K |
| Prism Advisors, Inc.SH BEN INT5.2K shtrimmed | $767.5K |
| CoreCap Advisors, LLCETF4.8K shtrimmed | $694.7K |
| LWM ADVISORS INCESG MSCI KLD ETF4.4K shheld | $636.2K |
| KFA Private Wealth Group, LLCESG MSCI KLD ETF3.9K shtrimmed | $568.9K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund3.5K shtrimmed | $508.3K |
| MRA Advisory GroupESG MSCI KLD ETF3.2K shadded | $465.1K |
| New Covenant Trust Company, N.A.ESG MSCI KLD ETF2.3K shheld | $329.8K |
| Weaver Consulting GroupESG MSCI KLD ETF2.2K shheld | $315.7K |
| Koenig Investment Advisory, LLCETF2.1K shadded | $300.1K |
| Insight Wealth Strategies, LLCESG MSCI KLD ETF2K shheld | $290.3K |
| Capital Advisors Wealth Management, LLCESG MSCI KLD ETF1.7K shheld | $242.6K |
| Baron Financial Group, LLCESG MSCI KLD ETF1.5K shheld | $214.2K |
| Bath Savings Trust CoExchange Traded Fund1.4K sh— | $203.2K |
| Bank of New HampshireESG MSCI KLD ETF510 shheld | $74.6K |
| EASTERN BANKESG MSCI KLD ETF356 shheld | $52K |
| ELEVATION WEALTH PARTNERS, LLCESG MSCI KLD ETF150 shheld | $21.9K |
| GAMMA Investing LLCETF20 sh— | $2.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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