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iShares FTSE KLD 400 Social Idx shares owned by Gts Securities

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

Historical chart of Gts Securities 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 Gts Securities 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 Gts Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 38k 121.19
2025-12-31 $983k 7.6k 128.83
2025-06-30 $4.2M 37k 116.16
2025-03-31 $1.3M 13k 102.41
2024-12-31 $203k 1.8k 110.25

More positions owned by Gts Securities

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ea Series Trust Sapient Quality (SQS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr State Street Con (XLY)
Proshares Tr Ultrapro Qqq (TQQQ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Select Sector Spdr Tr State Street Ene (XLE)
Direxion Shares Etf Trust Daily Semiconduc (SOXL)

View all positions for Gts Securities

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
LPL Financial
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Mariner Wealth Advisors
Envestnet Portfolio Solutions
Rockefeller Capital Management
Sei Investments
Goldman Sachs Group
Commonwealth Equity Services

View all funds holding iShares FTSE KLD 400 Social Idx