Hilltop Partners »

iShares FTSE KLD 400 Social Idx shares owned by Hilltop Partners

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

Historical chart of Hilltop Partners 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 Hilltop Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Hilltop Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $453k 4.2k 108.79
2024-06-30 $387k 3.7k 103.85
2024-03-31 $328k 3.3k 100.81

More positions owned by Hilltop Partners

Vanguard Russell 1000 Etf Vng Rus1000idx (VONE)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Value Etf Value Etf (VTV)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Convertible Bond Etf Conv Bd Etf (ICVT)
Vanguard Emerging Markets Government Bond Etf Em Mk Gov Bd Etf (VWOB)
Ishares Us & Intl High Yield Corp Bond Etf Us Intl Hgh Yld (GHYG)
Spdr Blackstone Senior Loan Etf Blackstone Senr (SRLN)
Apple (AAPL)
Schwab Intermediate-term Us Treasury Etf Intrm Trm Tres (SCHR)
Vanguard Mortgage-backed Securities Etf Mortg-back Sec (VMBS)
Schwab Fundamental U.s. Small Company Etf Schwab Fdt Us Sc (FNDA)
Microsoft Corporation (MSFT)

View all positions for Hilltop Partners

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx