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iShares FTSE KLD 400 Social Idx shares owned by Carret Asset Management

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

Historical chart of Carret Asset Management 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 Carret Asset Management 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 Carret Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 10k 108.79

More positions owned by Carret Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Oracle Corporation (ORCL)
Alphabet Inc Class A cs (GOOGL)
American Express Company (AXP)
Penumbra (PEN)
Johnson & Johnson (JNJ)
Facebook Inc cl a (META)
Chevron Corporation (CVX)
Amazon (AMZN)
Pepsi (PEP)
Berkshire Hathaway (BRK.A)

View all positions for Carret Asset Management

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