iShares FTSE KLD 400 Social Idx shares owned by GenTrust
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by GenTrust
from 13F filings
Historical chart of GenTrust 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 GenTrust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by GenTrust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $383k | 3.0k | 125.95 |
| 2025-06-30 | $353k | 3.0k | 116.16 |
| 2025-03-31 | $311k | 3.0k | 102.41 |
| 2024-12-31 | $335k | 3.0k | 110.25 |
| 2024-09-30 | $330k | 3.0k | 108.79 |
| 2024-06-30 | $308k | 3.0k | 103.85 |
| 2024-03-31 | $299k | 3.0k | 100.81 |
| 2023-12-31 | $270k | 3.0k | 91.05 |
| 2023-09-30 | $243k | 3.0k | 81.73 |
| 2023-06-30 | $250k | 3.0k | 84.17 |
| 2023-03-31 | $232k | 3.0k | 77.99 |
| 2022-12-31 | $213k | 3.0k | 71.79 |
| 2022-09-30 | $211k | 3.2k | 66.98 |
| 2022-06-30 | $226k | 3.2k | 71.75 |
| 2022-03-31 | $273k | 3.2k | 86.67 |
| 2021-12-31 | $275k | 3.2k | 87.30 |
| 2021-09-30 | $262k | 3.2k | 83.17 |
| 2021-06-30 | $261k | 3.2k | 82.86 |
| 2021-03-31 | $293k | 3.9k | 74.55 |
| 2020-12-31 | $281k | 3.9k | 71.50 |
| 2020-09-30 | $251k | 2.0k | 127.74 |
| 2020-06-30 | $267k | 2.3k | 118.14 |
Top funds holding iShares FTSE KLD 400 Social Idx
View all funds holding iShares FTSE KLD 400 Social Idx