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

SecurityDSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
InstitutionWell Done, LLC
Latest Disclosed Ownership3,527 shares
Latest Disclosed Value $ 427,438
Well Done, LLC reports 62.53% increase in ownership of DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF

On April 14, 2026 - Well Done, LLC filed a 13F-HR form disclosing ownership of 3,527 shares of iShares Trust - iShares ESG MSCI KLD 400 ETF (US:DSI) valued at $427,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 2,170 shares of iShares Trust - iShares ESG MSCI KLD 400 ETF. This represents a change in shares of 62.53% during the quarter. The current value of the position is $508,770 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-14 2026-03-31 13F ISHARES TR ESG MSCI KLD 400 464288570 3,527 1,357 62.53 427 53.05 0.0628
2026-01-13 2025-12-31 13F ISHARES TR ESG MSCI KLD 400 464288570 2,170 -3 -0.14 280 2.20 0.0418
2025-10-28 2025-09-30 13F ISHARES TR ESG MSCI KLD 400 464288570 2,173 -24 -1.09 274 7.06 0.0466
2025-07-15 2025-06-30 13F ISHARES TR ESG MSCI KLD 400 464288570 2,197 83 3.93 255 9.44 0.0479
2025-04-21 2025-03-31 13F ISHARES TR ESG MSCI KLD 400 464288570 2,114 -224 -9.58 233 -8.27 0.0423
2025-01-17 2024-12-31 13F ISHARES TR MSCI KLD400 SOC 464288570 2,338 0 0.00 254 0.00 0.0466
2024-10-17 2024-09-30 13F ISHARES TR MSCI KLD400 SOC 464288570 2,338 0 0.00 254 4.96 0.0465
2024-07-18 2024-06-30 13F ISHARES TR MSCI KLD400 SOC 464288570 2,338 0 0.00 243 2.98 0.0505
2024-04-18 2024-03-31 13F ISHARES TR MSCI KLD400 SOC 464288570 2,338 -297 -11.27 236 -1.67 0.0464
2024-01-18 2023-12-31 13F ISHARES TR MSCI KLD400 SOC 464288570 2,635 0 0.00 240 11.68 0.0469
2023-10-16 2023-09-30 13F ISHARES TR MSCI KLD400 SOC 464288570 2,635 0 0.00 215 -3.17 0.0475
2023-07-20 2023-06-30 13F ISHARES TR MSCI KLD400 SOC 464288570 2,635 0 0.00 222 7.80 0.0472
2023-04-20 2023-03-31 13F ISHARES TR MSCI KLD400 SOC 464288570 2,635 2,635 206 0.0445
2022-10-14 2022-09-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 0 -4,703 -100.00 0 -100.00
2022-07-18 2022-06-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 4,703 0 0.00 338 -16.95 0.0743
2022-04-20 2022-03-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 4,703 -346 -6.85 407 -13.22 0.0814
2022-01-21 2021-12-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 5,049 0 0.00 469 11.67 0.0950
2021-11-01 2021-09-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 5,049 14 0.28 420 0.72 0.0936
2021-07-19 2021-06-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 5,035 0 0.00 417 8.59 0.0919
2021-04-29 2021-03-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 5,035 -723 -12.56 384 -6.80 0.0881
2021-02-02 2020-12-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 5,758 2,879 100.00 412 11.96 0.1020
2020-10-19 2020-09-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 2,879 0 0.00 368 8.24 0.1037
2020-07-20 2020-06-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 2,879 0 0.00 340 21.43 0.0935
2020-04-16 2020-03-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 2,879 2,879 280 0.0848
2019-05-09 2019-03-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 0 -1,174 -100.00 0 -100.00
2019-02-13 2018-12-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1,174 1,174 109 0.0306
2018-08-03 2018-06-30 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 0 -1,117 -100.00 0 -100.00
2018-05-11 2018-03-31 13F ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1,117 1,117 109 0.0338
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.