iShares FTSE KLD 400 Social Idx shares owned by Headinvest
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Headinvest
from 13F filings
Historical chart of Headinvest investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Headinvest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 53k | 125.95 |
| 2025-06-30 | $6.1M | 52k | 116.16 |
| 2025-03-31 | $5.4M | 52k | 102.41 |
| 2024-12-31 | $5.5M | 50k | 110.25 |
| 2024-09-30 | $4.7M | 43k | 108.79 |
| 2024-06-30 | $4.5M | 43k | 103.85 |
| 2024-03-31 | $4.2M | 42k | 100.81 |
| 2023-12-31 | $3.7M | 41k | 91.05 |
| 2023-09-30 | $3.2M | 40k | 81.45 |
| 2023-06-30 | $3.2M | 38k | 84.53 |
| 2023-03-31 | $2.8M | 36k | 77.99 |
| 2022-12-31 | $2.6M | 36k | 71.79 |
| 2022-09-30 | $2.3M | 34k | 66.96 |
| 2022-06-30 | $2.4M | 33k | 71.89 |
| 2022-03-31 | $2.9M | 33k | 86.62 |
| 2021-12-31 | $3.0M | 32k | 92.92 |
| 2021-09-30 | $2.6M | 32k | 83.21 |
| 2021-06-30 | $2.7M | 32k | 82.80 |
| 2021-03-31 | $2.6M | 34k | 76.34 |
| 2020-12-31 | $1.9M | 15k | 127.95 |
| 2020-09-30 | $1.9M | 15k | 127.95 |
| 2020-06-30 | $1.8M | 15k | 117.99 |
| 2020-03-31 | $1.5M | 15k | 97.40 |
| 2019-12-31 | $1.7M | 14k | 120.12 |
| 2019-09-30 | $1.2M | 11k | 110.94 |
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