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iShares FTSE KLD 400 Social Idx shares owned by Clear Harbor Asset Management

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

Historical chart of Clear Harbor 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 Clear Harbor 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 Clear Harbor Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 12k 108.80
2024-06-30 $1.2M 12k 103.86
2024-03-31 $1.2M 12k 100.82
2023-12-31 $948k 10k 91.05
2023-09-30 $847k 10k 81.41
2023-06-30 $875k 10k 84.17
2023-03-31 $765k 9.8k 77.99
2022-12-31 $652k 9.1k 71.79
2022-09-30 $608k 9.1k 67.00
2022-06-30 $652k 9.1k 71.85
2022-03-31 $740k 8.5k 86.61
2021-12-31 $629k 6.8k 92.96
2021-09-30 $571k 6.9k 83.27