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iShares FTSE KLD 400 Social Idx shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust 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 Montecito Bank & Trust 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 Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $592k 5.4k 108.79
2024-06-30 $565k 5.4k 103.85
2024-03-31 $549k 5.4k 100.81
2016-12-31 $96k 1.2k 82.26

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View all positions for Montecito Bank & Trust

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