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iShares FTSE KLD 400 Social Idx shares owned by Axiom Advisory

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

Historical chart of Axiom Advisory 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 Axiom Advisory 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 Axiom Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 11k 104.88
2024-06-30 $1.1M 11k 100.06

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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for Axiom Advisory

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Ameriprise Financial
TrueNorth
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Sei Investments

View all funds holding iShares FTSE KLD 400 Social Idx