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iShares FTSE KLD 400 Social Idx shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 192k 91.05
2023-09-30 $16M 191k 81.41
2023-06-30 $17M 196k 84.17
2023-03-31 $15M 196k 77.99
2022-12-31 $14M 193k 71.79
2022-09-30 $13M 192k 66.97
2022-06-30 $14M 191k 71.90
2022-03-31 $17M 197k 86.62
2021-12-31 $16M 175k 92.92
2021-09-30 $15M 174k 83.21
2021-06-30 $651k 7.9k 82.89
2021-03-31 $13M 164k 76.36
2020-12-31 $12M 165k 71.54
2020-09-30 $11M 84k 127.95
2020-06-30 $9.8M 83k 118.02
2020-03-31 $8.0M 83k 97.39
2019-12-31 $13M 105k 120.13
2019-09-30 $12M 105k 110.91
2019-06-30 $11M 103k 109.36
2019-03-31 $8.0M 76k 105.48
2018-12-31 $3.4M 37k 93.00
2018-09-30 $1.4M 14k 106.77
2018-06-30 $1.4M 14k 100.91
2018-03-31 $1.4M 15k 97.69
2017-12-31 $1.4M 14k 98.24
2017-09-30 $1.3M 14k 92.88
2017-06-30 $1.1M 12k 89.28
2017-03-31 $1.0M 12k 86.80
2016-12-31 $935k 11k 82.41
2016-09-30 $1.1M 13k 80.53
2016-06-30 $748k 9.7k 77.30
2016-03-31 $967k 13k 76.52
2015-12-31 $873k 12k 75.70
2015-09-30 $799k 11k 70.98
2015-03-31 $457k 5.9k 77.18
2014-12-31 $105k 1.4k 76.64
2014-09-30 $60k 824 72.82
2014-06-30 $58k 798 72.68
2014-03-31 $56k 798 70.18
2013-12-31 $55k 798 68.92
2013-09-30 $41k 648 63.27

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

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