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iShares FTSE KLD 400 Social Idx shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $56M 693k 81.41
2023-06-30 $50M 595k 84.17
2023-03-31 $49M 628k 77.99
2022-12-31 $43M 600k 71.79
2022-09-30 $36M 539k 66.97
2022-06-30 $22M 310k 71.90
2022-03-31 $26M 303k 86.62
2021-12-31 $27M 291k 92.92
2021-09-30 $23M 270k 83.21
2021-06-30 $19M 235k 82.83
2021-03-31 $17M 220k 76.36
2020-12-31 $15M 204k 71.54
2020-09-30 $12M 91k 127.95
2020-06-30 $11M 92k 118.02
2020-03-31 $10M 106k 97.39
2019-12-31 $12M 98k 120.13
2019-09-30 $9.2M 83k 110.91
2019-06-30 $7.6M 70k 109.35
2019-03-31 $7.6M 72k 105.48
2018-12-31 $6.5M 70k 93.01
2018-09-30 $7.2M 67k 106.79
2018-06-30 $6.2M 62k 100.94
2018-03-31 $5.4M 55k 97.71
2017-12-31 $4.7M 48k 98.23
2017-09-30 $3.7M 40k 92.84
2017-06-30 $3.2M 36k 89.32
2017-03-31 $2.6M 30k 86.55
2016-12-31 $2.5M 30k 83.05
2016-09-30 $2.8M 35k 79.80
2016-06-30 $2.7M 34k 77.48
2016-03-31 $4.9M 65k 76.26
2015-12-31 $5.2M 70k 74.69
2015-09-30 $2.3M 32k 73.65
2015-06-30 $2.4M 32k 76.51
2015-03-31 $2.4M 32k 76.92
2014-12-31 $2.3M 30k 76.58
2014-09-30 $2.0M 27k 72.45
2014-06-30 $2.0M 27k 73.12
2014-03-31 $1.6M 22k 70.23
2013-12-31 $1.5M 22k 69.11
2013-09-30 $1.1M 18k 63.94
2013-06-30 $588k 9.8k 60.24
2012-09-30 $255k 4.9k 52.19
2011-09-30 $238k 5.6k 42.33

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View all positions for LPL Financial

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View all funds holding iShares FTSE KLD 400 Social Idx