13F

DSI ISHARES ESG MSCI KLD 400 ETF

2026Q1 · CUSIP 464288570

🟡 Fading · Price holds, watch
Holders
588
Δ holders QoQ
-26
Breadth percentile
Top 94%
Whale holders
105
Δ whales
-4
Inst. holding value
$2.8B
New positions
33
Closed positions
59
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+13 · h=192 2018Q2: Δ+10 · h=202 2018Q3: Δ+18 · h=220 2018Q4: Δ+14 · h=234 2019Q1: Δ+11 · h=245 2019Q2: Δ+14 · h=259 2019Q3: Δ+9 · h=268 2019Q4: Δ+35 · h=303 2020Q1: Δ-11 · h=292 2020Q2: Δ+19 · h=311 2020Q3: Δ+11 · h=322 2020Q4: Δ+37 · h=359 2021Q1: Δ+14 · h=373 2021Q2: Δ+11 · h=384 2021Q3: Δ-4 · h=380 2021Q4: Δ+51 · h=431 2022Q1: Δ-8 · h=423 2022Q2: Δ-1 · h=422 2022Q3: Δ-3 · h=419 2022Q4: Δ+17 · h=436 2023Q1: Δ+0 · h=436 2023Q2: Δ+23 · h=459 2023Q3: Δ-7 · h=452 2023Q4: Δ+41 · h=493 2024Q1: Δ+12 · h=505 2024Q2: Δ+14 · h=519 2024Q3: Δ+18 · h=537 2024Q4: Δ+31 · h=568 2025Q1: Δ-22 · h=546 2025Q2: Δ+17 · h=563 2025Q3: Δ+1 · h=564 2025Q4: Δ+50 · h=614 2026Q1: Δ-26 · h=588 2018Q1: holders=192 2018Q2: holders=202 2018Q3: holders=220 2018Q4: holders=234 2019Q1: holders=245 2019Q2: holders=259 2019Q3: holders=268 2019Q4: holders=303 2020Q1: holders=292 2020Q2: holders=311 2020Q3: holders=322 2020Q4: holders=359 2021Q1: holders=373 2021Q2: holders=384 2021Q3: holders=380 2021Q4: holders=431 2022Q1: holders=423 2022Q2: holders=422 2022Q3: holders=419 2022Q4: holders=436 2023Q1: holders=436 2023Q2: holders=459 2023Q3: holders=452 2023Q4: holders=493 2024Q1: holders=505 2024Q2: holders=519 2024Q3: holders=537 2024Q4: holders=568 2025Q1: holders=546 2025Q2: holders=563 2025Q3: holders=564 2025Q4: holders=614 2026Q1: holders=588 -51 -25.5 +0 +25.5 +51 172409645 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 15 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 10%
2025Q2 Top 18%
2024Q4 Top 17%
2024Q3 Top 19%
2024Q2 Top 19%
2023Q4 Top 13%
2023Q2 Top 9%
2021Q4 Top 9%
2020Q4 Top 16%
2020Q2 Top 18%
2019Q4 Top 12%
2019Q2 Top 10%
2018Q4 Top 16%
2018Q3 Top 12%
2018Q1 Top 17%
Put holders / Call holders: 0 / 0