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iShares FTSE KLD 400 Social Idx shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 136k 100.81
2023-12-31 $12M 128k 91.05
2023-09-30 $12M 144k 81.41
2023-06-30 $12M 142k 84.76
2023-03-31 $12M 148k 77.99
2022-12-31 $1.9M 144k 13.34
2022-09-30 $8.2M 123k 66.96
2022-06-30 $8.9M 123k 71.90
2022-03-31 $13M 141k 92.92
2021-12-31 $13M 141k 92.92
2021-09-30 $12M 141k 83.21
2021-06-30 $9.6M 116k 82.83
2021-03-31 $8.3M 109k 76.36
2020-12-31 $6.2M 87k 71.54
2020-09-30 $2.7M 21k 127.94
2020-06-30 $2.3M 20k 118.00
2020-03-31 $2.2M 22k 97.38
2019-12-31 $5.0M 42k 120.13
2019-09-30 $3.8M 34k 110.91
2019-06-30 $3.5M 32k 109.35
2019-03-31 $3.3M 31k 105.48
2018-12-31 $2.2M 24k 92.99
2018-09-30 $3.0M 28k 106.79
2018-06-30 $576k 5.7k 101.19
2018-03-31 $843k 8.6k 97.77
2017-12-31 $522k 5.2k 101.20
2017-09-30 $1.1M 12k 93.94
2017-06-30 $1.0M 12k 89.51
2017-03-31 $942k 11k 86.28
2016-12-31 $480k 5.7k 83.84
2016-09-30 $457k 5.7k 79.85
2016-06-30 $503k 6.5k 77.42
2016-03-31 $514k 6.7k 76.58
2015-12-31 $432k 5.7k 75.70
2015-09-30 $234k 3.3k 71.06
2015-06-30 $218k 2.9k 76.14
2014-09-30 $169k 2.3k 73.41

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View all positions for Private Advisor

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