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iShares FTSE KLD 400 Social Idx shares owned by Barrett Associates

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Barrett Associates from 13F filings

Historical chart of Barrett Associates investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Barrett Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Barrett Associates

Quarter filed Position value Share count Share price at filing
2011-05-12 $17k 33 515.15
2011-02-11 $16k 33 484.85

More positions owned by Barrett Associates

Exxon Mobil Corporation (XOM)
Schlumberger (SLB)
Visa (V)
Accenture (ACN)
Automatic Data Processing (ADP)
International Business Machines (IBM)
Chubb Corporation
State Street Corporation (STT)
Cisco Systems (CSCO)
Johnson Controls
United Technologies Corporation
Stryker Corporation (SYK)
EMC Corporation
3M Company (MMM)
Johnson & Johnson (JNJ)

View all positions for Barrett Associates

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx