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iShares FTSE KLD 400 Social Idx shares owned by Cambridge Investment Research Advisors

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

Historical chart of Cambridge Investment Research 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 Cambridge Investment Research 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 Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 70k 91.05
2023-09-30 $4.8M 59k 81.41
2023-06-30 $5.5M 65k 84.17
2023-03-31 $5.2M 67k 77.99
2022-12-31 $7.9M 109k 71.79
2022-09-30 $6.7M 100k 66.97
2022-06-30 $5.2M 73k 71.90
2022-03-31 $5.5M 64k 86.61
2021-12-31 $6.0M 64k 92.92
2021-09-30 $5.0M 60k 83.22
2021-06-30 $4.7M 57k 82.83
2021-03-31 $4.2M 55k 76.37
2020-12-31 $4.7M 66k 71.54
2020-09-30 $4.9M 39k 127.94
2020-06-30 $4.3M 37k 118.03
2020-03-31 $3.3M 34k 97.39
2019-12-31 $4.7M 39k 120.12
2019-09-30 $4.6M 42k 109.35
2019-06-30 $4.5M 41k 109.35
2019-03-31 $4.3M 41k 105.49
2018-12-31 $9.0M 97k 93.00
2018-09-30 $10M 96k 106.79
2018-06-30 $10M 99k 100.94
2018-03-31 $10M 105k 97.72
2017-12-31 $10M 103k 98.24
2017-09-30 $9.1M 98k 92.85
2017-06-30 $2.9M 33k 89.31
2017-03-31 $2.1M 24k 86.77
2016-12-31 $2.2M 26k 82.39
2016-09-30 $1.3M 16k 80.51
2016-06-30 $1.1M 14k 77.33
2016-03-31 $1.1M 14k 76.59
2015-12-31 $1.5M 19k 75.69
2015-09-30 $1.4M 19k 70.97

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View all positions for Cambridge Investment Research 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