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iShares FTSE KLD 400 Social Idx shares owned by Somerset

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

Historical chart of Somerset 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 Somerset 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 Somerset

Quarter filed Position value Share count Share price at filing
2024-09-30 $269k 2.5k 108.80
2024-06-30 $257k 2.5k 103.86
2024-03-31 $206k 2.0k 100.82

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View all positions for Somerset

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx