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iShares FTSE KLD 400 Social Idx shares owned by Johnson Bixby & Associates

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Johnson Bixby & Associates from 13F filings

Historical chart of Johnson Bixby & Associates 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 Johnson Bixby & Associates 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 Johnson Bixby & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $583k 4.6k 125.95
2025-06-30 $559k 4.8k 116.16
2025-03-31 $508k 5.0k 102.41

More positions owned by Johnson Bixby & Associates

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Capital Group International SHS (CGIE)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Capital Group New Geography SHS (CGNG)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Global Finls Etf (IXG)
Apple (AAPL)

View all positions for Johnson Bixby & Associates

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx