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iShares FTSE KLD 400 Social Idx shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 248k 91.05
2023-09-30 $20M 250k 81.41
2023-06-30 $21M 249k 84.17
2023-03-31 $19M 247k 77.99
2022-12-31 $18M 246k 71.79
2022-09-30 $16M 231k 66.97
2022-06-30 $16M 226k 71.90
2022-03-31 $19M 221k 86.62
2021-12-31 $20M 216k 92.92
2021-09-30 $18M 214k 83.21
2021-06-30 $18M 212k 82.83
2021-03-31 $16M 208k 76.36
2020-12-31 $14M 201k 71.54
2020-09-30 $13M 100k 127.95
2020-06-30 $12M 100k 118.02
2020-03-31 $9.4M 97k 97.39
2019-12-31 $11M 93k 120.12
2019-09-30 $10M 91k 110.92
2019-06-30 $9.8M 90k 109.36
2019-03-31 $4.0M 89k 44.75
2018-12-31 $3.7M 40k 93.00
2018-09-30 $4.1M 38k 106.78
2018-06-30 $3.5M 35k 100.93
2018-03-31 $3.3M 34k 97.68
2017-12-31 $2.9M 30k 98.20
2017-09-30 $2.2M 23k 92.80
2017-06-30 $2.1M 23k 89.15
2017-03-31 $2.1M 25k 86.81
2016-12-31 $2.0M 24k 82.35
2016-09-30 $1.8M 22k 81.40
2016-06-30 $999k 13k 77.32
2016-03-31 $630k 8.2k 76.49
2015-12-31 $642k 8.5k 75.71
2015-09-30 $597k 8.4k 70.97
2015-06-30 $607k 8.0k 76.05
2015-03-31 $615k 8.0k 77.30
2014-12-31 $1.1M 14k 76.60
2014-09-30 $1.0M 14k 73.38
2014-06-30 $1.0M 14k 73.11
2014-03-31 $981k 14k 70.24
2013-12-31 $904k 13k 69.12

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

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