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iShares FTSE KLD 400 Social Idx shares owned by Mattson Financial Services

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

Historical chart of Mattson Financial Services 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 Mattson Financial Services 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 Mattson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $64k 614 103.85
2024-06-30 $64k 614 103.85

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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
Envestnet Portfolio Solutions
Syntrinsic
Mariner Wealth Advisors
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Commonwealth Equity Services
Branch Banking & Trust Company
Creative Planning

View all funds holding iShares FTSE KLD 400 Social Idx