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iShares FTSE KLD 400 Social Idx shares owned by Halter Ferguson Financial

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

Historical chart of Halter Ferguson Financial 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 Halter Ferguson Financial 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 Halter Ferguson Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $446k 4.4k 100.81
2023-12-31 $387k 4.2k 91.05

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View all positions for Halter Ferguson Financial

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
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LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Sei Investments
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Mariner Wealth Advisors
Advisor Group Holdings
Branch Banking & Trust Company

View all funds holding iShares FTSE KLD 400 Social Idx