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iShares FTSE KLD 400 Social Idx shares owned by Financial Insights

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

Historical chart of Financial Insights 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 Financial Insights 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 Financial Insights

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 26k 91.05
2023-09-30 $2.0M 26k 79.13
2023-06-30 $2.3M 27k 84.17
2023-03-31 $2.2M 29k 77.99
2022-12-31 $2.4M 33k 71.79
2022-09-30 $2.2M 33k 66.96
2022-06-30 $2.4M 33k 71.91
2022-03-31 $3.3M 38k 86.61
2021-12-31 $3.6M 38k 92.91
2021-09-30 $3.2M 38k 83.21
2021-06-30 $29k 36k 0.83
2021-03-31 $2.7M 35k 76.35
2020-12-31 $2.5M 35k 71.55
2020-09-30 $2.0M 16k 127.96
2020-06-30 $1.9M 2.4k 790.22
2020-03-31 $1.5M 15k 97.41
2019-12-31 $1.8M 15k 120.11
2019-09-30 $1.1M 10k 110.94
2019-06-30 $1.1M 9.7k 107.95
2019-03-31 $575k 5.2k 109.69
2018-12-31 $433k 4.3k 100.58