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iShares FTSE KLD 400 Social Idx shares owned by Dohj

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

Historical chart of Dohj 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 Dohj 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 Dohj

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.5M 50k 110.25
2024-09-30 $5.3M 50k 107.48
2024-06-30 $5.0M 48k 103.85
2024-03-31 $4.8M 48k 100.81
2023-12-31 $4.8M 53k 91.05
2023-09-30 $2.9M 36k 81.45
2023-06-30 $3.3M 39k 84.17
2023-03-31 $2.0M 26k 77.99
2022-12-31 $1.9M 27k 71.79

More positions owned by Dohj

Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Core Total Usd (IUSB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Total (IXUS)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Dohj

Top funds holding iShares FTSE KLD 400 Social Idx

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
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx