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iShares FTSE KLD 400 Social Idx shares owned by Diversified

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

Historical chart of Diversified 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 Diversified 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 Diversified

Quarter filed Position value Share count Share price at filing
2023-12-31 $369k 4.1k 91.05
2023-09-30 $329k 4.0k 81.41
2023-06-30 $339k 4.0k 84.17
2023-03-31 $313k 4.0k 78.00
2022-12-31 $286k 4.0k 71.79
2020-12-31 $153k 1.2k 127.17

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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