Colony »

iShares FTSE KLD 400 Social Idx shares owned by Colony

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

Historical chart of Colony 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 Colony consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Colony

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 37k 91.05

More positions owned by Colony

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Class A (BRK.A)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Apple Common Stock (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vaneck Etf Trust High Yld Munietf (HYD)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Colony

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