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iShares FTSE KLD 400 Social Idx shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2022-12-31 $2.8M 39k 71.79
2022-09-30 $2.5M 38k 66.98
2022-06-30 $2.8M 39k 71.89
2022-03-31 $3.2M 37k 86.61
2021-12-31 $3.9M 42k 92.95
2021-09-30 $3.7M 44k 83.23
2021-06-30 $3.7M 45k 82.83
2021-03-31 $3.3M 44k 76.36
2020-12-31 $1.5M 21k 71.53
2020-09-30 $3.2M 25k 127.94
2020-06-30 $1.4M 12k 118.04
2020-03-31 $1.2M 13k 97.37
2019-12-31 $1.6M 13k 120.16
2019-09-30 $1.5M 14k 110.89
2019-06-30 $1.4M 13k 109.39
2019-03-31 $1.4M 13k 105.47
2018-12-31 $1.2M 13k 92.99
2018-09-30 $1.4M 13k 106.81
2018-06-30 $1.3M 13k 100.98
2018-03-31 $1.2M 13k 97.72
2017-12-31 $1.2M 12k 98.23
2017-09-30 $1.1M 12k 92.89
2017-06-30 $989k 11k 89.34
2017-03-31 $510k 5.9k 86.84
2016-12-31 $475k 5.8k 82.45
2016-09-30 $462k 5.7k 80.43
2015-12-31 $67k 889 75.37
2015-09-30 $66k 929 71.04
2015-06-30 $101k 1.3k 76.17