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iShares FTSE KLD 400 Social Idx shares owned by Stifel Financial

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

Historical chart of Stifel 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 Stifel 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 Stifel Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 50k 91.05
2023-09-30 $2.8M 34k 81.41
2023-06-30 $2.5M 30k 84.17
2023-03-31 $2.4M 31k 77.99
2022-12-31 $4.5M 63k 71.79
2022-09-30 $2.9M 43k 66.98
2022-06-30 $3.9M 54k 71.91
2022-03-31 $3.6M 42k 86.62
2021-12-31 $3.0M 33k 92.90
2021-09-30 $2.2M 27k 83.22
2021-06-30 $1.7M 21k 82.84
2021-03-31 $1.4M 19k 76.38
2020-12-31 $1.2M 17k 71.57
2020-09-30 $963k 7.5k 127.97
2020-06-30 $2.5M 22k 118.00
2020-03-31 $1.6M 16k 97.36
2019-12-31 $1.1M 9.1k 120.13
2019-09-30 $1.2M 11k 111.20
2019-06-30 $1.1M 9.7k 109.37
2019-03-31 $890k 8.4k 105.33
2018-12-31 $2.1M 23k 92.89
2018-09-30 $310k 2.9k 106.75
2018-06-30 $822k 8.1k 101.10
2018-03-31 $860k 8.8k 97.56
2017-12-31 $3.8M 39k 98.36
2017-09-30 $648k 7.0k 92.65
2017-06-30 $509k 5.7k 89.59
2017-03-31 $509k 5.8k 87.01
2016-12-31 $612k 7.4k 82.49
2016-09-30 $408k 5.1k 80.58
2016-06-30 $401k 5.2k 77.28
2016-03-31 $366k 4.8k 76.47
2015-12-31 $6.4M 85k 75.78
2015-09-30 $311k 4.4k 70.99
2015-06-30 $336k 4.4k 76.09
2015-03-31 $338k 4.4k 77.15
2014-12-31 $336k 4.4k 76.69
2014-09-30 $328k 4.5k 73.41
2014-06-30 $327k 4.5k 73.19
2014-03-31 $314k 4.5k 70.28