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iShares FTSE KLD 400 Social Idx shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors 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 HighTower Advisors 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9M 86k 91.10
2023-09-30 $4.1M 50k 81.43
2023-06-30 $3.5M 41k 84.25
2023-03-31 $3.4M 44k 77.89
2022-12-31 $3.3M 46k 71.79
2022-09-30 $3.0M 44k 66.84
2022-06-30 $3.2M 45k 71.92
2022-03-31 $4.2M 49k 86.70
2021-12-31 $4.4M 47k 92.98
2021-09-30 $4.3M 52k 83.13
2021-06-30 $4.3M 52k 82.81
2021-03-31 $3.8M 50k 76.29
2020-12-31 $3.5M 49k 71.42
2020-09-30 $2.9M 23k 128.00
2020-06-30 $2.7M 23k 117.98
2020-03-31 $2.2M 23k 97.34
2019-12-31 $2.6M 21k 119.99
2019-09-30 $2.4M 22k 110.88
2019-06-30 $2.7M 25k 109.39
2019-03-31 $2.1M 20k 105.50
2018-12-31 $1.8M 19k 93.04
2018-09-30 $2.0M 19k 106.83
2018-06-30 $1.8M 18k 100.91
2018-03-31 $1.6M 16k 97.72
2017-12-31 $1.6M 16k 98.14
2017-09-30 $1.5M 16k 92.68
2017-06-30 $1.4M 16k 89.37
2017-03-31 $1.3M 15k 86.81
2016-12-31 $1.3M 15k 82.17
2016-09-30 $1.1M 14k 80.63
2016-06-30 $1.1M 14k 77.34
2016-03-31 $884k 12k 76.51
2015-12-31 $897k 12k 75.54
2015-09-30 $838k 12k 70.94
2015-06-30 $849k 11k 76.05
2015-03-31 $817k 11k 77.29
2014-12-31 $627k 8.2k 76.62
2014-09-30 $577k 7.9k 73.34
2014-06-30 $457k 6.2k 73.14
2014-03-31 $399k 5.7k 70.25
2013-12-31 $294k 4.2k 69.21
2013-09-30 $246k 3.9k 62.93
2012-03-31 $54k 1.0k 51.92