Cresset Asset Management »

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

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

Historical chart of Cresset 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 Cresset Asset Management 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 Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 28k 100.81
2023-12-31 $2.5M 28k 91.05
2023-09-30 $2.3M 28k 81.41
2023-06-30 $2.4M 28k 84.17
2023-03-31 $518k 6.6k 77.99
2022-09-30 $432k 6.4k 67.04
2022-06-30 $515k 7.2k 71.97

More positions owned by Cresset Asset Management

Arista Networks Put Option (ANET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A Put Option (META)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Cresset Asset Management

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Sei Investments
Mariner Wealth Advisors
Goldman Sachs Group
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx