iShares FTSE KLD 400 Social Idx shares owned by Global Retirement Partners
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $29M | 222k | 128.83 |
| 2025-09-30 | $145k | 1.2k | 125.95 |
| 2025-06-30 | $168k | 1.4k | 116.16 |
| 2024-12-31 | $246k | 2.2k | 110.25 |
| 2024-09-30 | $242k | 2.2k | 108.79 |
| 2024-06-30 | $187k | 1.8k | 103.85 |
| 2024-03-31 | $153k | 1.5k | 100.81 |
| 2023-12-31 | $109k | 1.2k | 91.45 |
| 2023-09-30 | $97k | 1.2k | 81.14 |
| 2023-06-30 | $100k | 1.2k | 84.17 |
| 2023-03-31 | $92k | 1.2k | 76.92 |
| 2022-12-31 | $96k | 1.3k | 71.79 |
| 2022-09-30 | $96k | 1.3k | 72.07 |
| 2022-06-30 | $78k | 1.1k | 71.49 |
| 2022-03-31 | $81k | 1.1k | 74.24 |
| 2021-09-30 | $77k | 925 | 83.24 |
| 2021-06-30 | $77k | 925 | 83.24 |
| 2021-03-31 | $88k | 1.1k | 76.59 |
| 2020-12-31 | $81k | 1.1k | 71.18 |
| 2020-09-30 | $73k | 569 | 128.30 |
| 2020-06-30 | $75k | 638 | 117.55 |
| 2020-03-31 | $109k | 1.1k | 97.32 |
| 2019-12-31 | $119k | 994 | 119.72 |
| 2019-09-30 | $110k | 994 | 110.66 |
| 2019-06-30 | $59k | 538 | 109.67 |
| 2019-03-31 | $57k | 538 | 105.95 |
| 2018-12-31 | $592k | 6.4k | 93.04 |
| 2018-09-30 | $95k | 894 | 106.26 |
| 2018-06-30 | $68k | 673 | 101.04 |
| 2018-03-31 | $66k | 673 | 98.07 |
| 2017-12-31 | $42k | 426 | 98.59 |
| 2017-09-30 | $38k | 426 | 89.20 |
| 2017-06-30 | $56k | 631 | 88.75 |
| 2017-03-31 | $55k | 631 | 87.16 |
| 2016-12-31 | $52k | 631 | 82.41 |
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