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iShares FTSE KLD 400 Social Idx shares owned by Callan Capital

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

Historical chart of Callan Capital 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 Callan Capital 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 Callan Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $522k 4.8k 108.79
2024-06-30 $498k 4.8k 103.85
2024-03-31 $484k 4.8k 100.81
2023-12-31 $437k 4.8k 91.05
2023-09-30 $391k 4.8k 81.41
2023-06-30 $404k 4.8k 84.17
2023-03-31 $374k 4.8k 77.99
2022-12-31 $344k 4.8k 71.79
2022-09-30 $321k 4.8k 66.90
2022-06-30 $345k 4.8k 71.91
2022-03-31 $467k 5.4k 86.55
2021-12-31 $512k 5.5k 92.92
2021-09-30 $458k 5.5k 83.12
2021-06-30 $456k 5.5k 82.76
2021-03-31 $485k 6.3k 76.40
2020-12-31 $454k 6.3k 71.52
2020-09-30 $406k 3.2k 127.91
2020-06-30 $375k 3.2k 118.15
2020-03-31 $359k 3.7k 97.45
2019-12-31 $454k 3.8k 120.23
2019-09-30 $434k 3.9k 111.03
2019-06-30 $427k 3.9k 109.24
2019-03-31 $437k 4.1k 105.58
2018-12-31 $385k 4.1k 93.02
2018-09-30 $453k 4.2k 106.86
2018-06-30 $461k 4.6k 101.03
2018-03-31 $471k 4.8k 97.78
2017-12-31 $498k 5.1k 98.30
2017-09-30 $489k 5.3k 92.84
2017-06-30 $470k 5.3k 89.23
2017-03-31 $464k 5.3k 86.79
2016-12-31 $475k 5.8k 82.35
2016-09-30 $464k 5.8k 80.44
2016-06-30 $461k 6.0k 77.43
2016-03-31 $481k 6.3k 76.60
2015-12-31 $497k 6.6k 75.66
2015-09-30 $466k 6.6k 70.94
2015-06-30 $500k 6.6k 76.12
2015-03-31 $507k 6.6k 77.18
2014-12-31 $591k 7.7k 76.59
2014-09-30 $566k 7.7k 73.35
2014-06-30 $609k 8.3k 73.14
2014-03-31 $722k 10k 70.27
2013-12-31 $710k 710k 1.00
2013-09-30 $647k 10k 62.97
2013-06-30 $620k 10k 60.34

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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