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iShares FTSE KLD 400 Social Idx shares owned by BBR Partners

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

Historical chart of BBR Partners 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 BBR Partners 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 BBR Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 32k 108.79
2024-06-30 $3.6M 35k 103.85
2024-03-31 $2.6M 26k 100.81
2023-09-30 $1.7M 21k 81.41
2023-06-30 $1.6M 19k 84.17
2023-03-31 $1.4M 19k 77.99
2022-12-31 $1.2M 17k 71.79
2022-09-30 $1.2M 17k 66.99
2022-06-30 $1.3M 17k 71.91
2022-03-31 $1.4M 16k 86.63
2021-12-31 $1.4M 15k 92.90
2021-09-30 $1.2M 14k 83.22
2021-06-30 $1.2M 15k 82.81
2021-03-31 $1.1M 15k 76.35
2020-12-31 $1.1M 15k 71.55
2020-09-30 $1.0M 7.9k 127.95
2020-06-30 $934k 7.9k 117.96
2020-03-31 $769k 7.9k 97.42
2019-12-31 $918k 7.6k 120.13
2019-09-30 $867k 7.8k 110.94
2019-06-30 $889k 8.1k 109.36
2019-03-31 $403k 3.8k 105.41
2018-12-31 $356k 3.8k 93.12
2018-09-30 $408k 3.8k 106.72
2018-06-30 $393k 3.9k 100.90
2018-03-31 $360k 3.7k 97.72
2017-12-31 $361k 3.7k 98.18
2017-09-30 $344k 3.7k 92.75
2017-06-30 $338k 3.8k 89.42
2017-03-31 $306k 3.5k 86.88
2016-12-31 $281k 3.4k 82.33
2016-09-30 $277k 3.4k 80.45
2016-06-30 $266k 3.4k 77.26
2016-03-31 $253k 3.3k 76.41
2015-12-31 $244k 3.2k 75.64
2015-09-30 $229k 3.2k 70.99

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United Parcel Service CL B (UPS)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Fds Inf Tech Etf (VGT)
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Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for BBR Partners

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
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx