iShares FTSE KLD 400 Social Idx shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co 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 Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $562k | 4.5k | 125.95 |
| 2025-06-30 | $519k | 4.5k | 116.16 |
| 2025-03-31 | $457k | 4.5k | 102.41 |
| 2024-12-31 | $492k | 4.5k | 110.25 |
| 2024-09-30 | $486k | 4.5k | 108.79 |
| 2024-06-30 | $464k | 4.5k | 103.85 |
| 2024-03-31 | $450k | 4.5k | 100.81 |
| 2023-12-31 | $406k | 4.5k | 91.05 |
| 2023-09-30 | $363k | 4.5k | 81.41 |
| 2023-06-30 | $376k | 4.5k | 84.17 |
| 2023-03-31 | $348k | 4.5k | 77.99 |
| 2022-12-31 | $321k | 4.5k | 71.79 |
| 2022-09-30 | $299k | 4.5k | 66.98 |
| 2022-06-30 | $321k | 4.5k | 71.91 |
| 2022-03-31 | $369k | 4.5k | 82.66 |
Top funds holding iShares FTSE KLD 400 Social Idx
View all funds holding iShares FTSE KLD 400 Social Idx