iShares Trust - iShares ESG MSCI KLD 400 ETF
US ˙ ARCA ˙ US4642885705

SecurityDSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership444 shares
Latest Disclosed Value $ 53,808
IFP Advisors, Inc reports 60.29% increase in ownership of DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 444 shares of iShares Trust - iShares ESG MSCI KLD 400 ETF (US:DSI) valued at $53,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 277 shares of iShares Trust - iShares ESG MSCI KLD 400 ETF. This represents a change in shares of 60.29% during the quarter. The current value of the position is $63,377 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288570 444 167 60.29 54 51.43 0.0011
2026-02-06 2025-12-31 13F ISHARES TR cs 464288570 277 136 96.45 36 105.88 0.0008
2026-02-06 2025-09-30 13F/A-1 ISHARES TR ESG MSCI KLD 400 cs 464288570 141 -369 -72.35 18 -71.19 0.0005
2025-12-02 2025-09-30 13F ISHARES TR ESG MSCI KLD 400 cs 464288570 142 -368 18 0.0005
2025-07-24 2025-06-30 13F I cs 464288570 510 -756 -59.72 59 -54.26 0.0017
2025-05-05 2025-03-31 13F ISHARES TR cs 464288570 1,266 790 165.97 130 148.08 0.0040
2025-02-04 2024-12-31 13F ISHARES TR cs 464288570 476 0 0.00 52 1.96 0.0017
2025-02-04 2024-09-30 13F ISHARES TR cs 464288570 476 0 0.00 52 4.08 0.0019
2024-07-30 2024-06-30 13F ISHARES TR cs 464288570 476 0 0.00 49 4.26 0.0020
2024-07-30 2024-03-31 13F ISHARES TR cs 464288570 476 -119 -20.00 48 -12.96 0.0021
2024-01-09 2023-12-31 13F ISHARES TR cs 464288570 595 0 0.00 54 12.50 0.0026
2023-10-12 2023-09-30 13F ISHARES TR cs 464288570 595 -852 -58.88 48 -60.33 0.0022
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288570 1,447 0 0.00 122 -17.69 0.0051
2023-08-04 2023-06-30 13F ISHARES TR cs 464288570 1,447 0 148 0.0068
2023-04-18 2023-03-31 13F ISHARES TR cs 464288570 1,447 0 0.00 148 0.0064
2023-02-07 2022-12-31 13F ISHARES TR cs 464288570 1,447 -33,133 -95.82 0 -100.00 0.0040
2022-11-08 2022-09-30 13F ISHARES TR cs 464288570 34,580 0 0.00 3,528 0.00 0.0919
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288570 34,580 0 0.00 3,528 0.00 0.1131
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288570 34,580 33,176 2,362.96 3,528 2,613.85 0.1131
2022-08-08 2022-03-31 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 1,404 0 144 0.0029
2022-01-12 2021-12-31 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 1,404 0 0.00 130 11.11 0.0025
2021-10-06 2021-09-30 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 1,404 0 0.00 117 0.86 0.0023
2021-07-13 2021-06-30 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 1,404 -303 -17.75 116 -10.77 0.0024
2021-04-30 2021-03-31 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 1,707 82 5.05 130 12.07 0.0025
2021-01-25 2020-12-31 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 1,625 997 158.76 116 45.00 0.0047
2020-10-29 2020-09-30 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 628 -22 -3.38 80 5.26 0.0048
2020-08-05 2020-06-30 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 650 0 0.00 76 18.75 0.0060
2020-05-12 2020-03-31 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 650 -291 -30.92 64 -43.86 0.0065
2020-01-17 2019-12-31 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 941 491 109.11 114 132.65 0.0086
2019-11-07 2019-09-30 13F ISHARES TR MSCI KLD400 SOC Stock 464288570 450 66 17.19 49 25.64 0.0033
2019-05-15 2019-03-31 13F ISHARES MSCI KLD 400SOCIAL ETF ETF 464288570 384 -309 -44.59 39 -39.06 0.0053
2019-06-03 2018-12-31 13F/A-10 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 693 -640 -48.01 64 -54.93 0.0039
2019-01-23 2018-12-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 693 -640 64 0.0039
2019-06-03 2018-09-30 13F/A-9 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1,333 51 3.98 142 10.08 0.0058
2018-10-25 2018-09-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1,333 51 142 0.0058
2019-06-03 2018-06-30 13F/A-8 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1,282 610 90.77 129 95.45 0.0054
2018-08-07 2018-06-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1,282 576 129
2019-06-03 2018-03-31 13F/A-7 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 672 0 0.00 66 0.00 0.0030
2018-05-09 2018-03-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 706 34 69
2019-06-03 2017-12-31 13F/A-6 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 672 128 23.53 66 29.41 0.0030
2018-01-24 2017-12-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 672 128 66
2017-10-30 2017-09-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 544 36 7.09 51 13.33 0.0020
2019-06-03 2017-06-30 13F/A-5 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 508 486 2,209.09 45 2,150.00 0.0019
2017-07-31 2017-06-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 508 486 45
2019-06-03 2017-03-31 13F/A-4 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 22 0 0.00 2 0.00 0.0001
2017-04-26 2017-03-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 22 0 2
2019-06-03 2016-12-31 13F/A-3 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 22 22 -94.27 2 -94.87 0.0001
2017-02-14 2016-12-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 22 -362 2
2016-08-22 2016-06-30 13F ISHARES MSCI KLD 400SOCIAL ETF ETF 464288570 0 -384 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 ISHARES MSCI KLD 400SOCIAL ETF ETF 464288570 384 -229 -37.36 39 -15.22 0.0053
2016-02-11 2015-12-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 613 613 46 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.