iShares FTSE KLD 400 Social Idx shares owned by UBS Group
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $47M | 514k | 91.05 |
| 2023-09-30 | $44M | 541k | 81.41 |
| 2023-06-30 | $48M | 566k | 84.17 |
| 2023-03-31 | $46M | 583k | 77.99 |
| 2022-12-31 | $44M | 613k | 71.79 |
| 2022-09-30 | $41M | 607k | 67.04 |
| 2022-06-30 | $44M | 615k | 71.93 |
| 2022-03-31 | $53M | 612k | 86.52 |
| 2021-12-31 | $59M | 630k | 92.92 |
| 2021-09-30 | $51M | 614k | 83.21 |
| 2021-06-30 | $52M | 628k | 82.83 |
| 2021-03-31 | $51M | 668k | 76.36 |
| 2020-12-31 | $44M | 609k | 71.48 |
| 2020-09-30 | $39M | 306k | 127.95 |
| 2020-06-30 | $37M | 313k | 118.02 |
| 2020-03-31 | $28M | 285k | 97.39 |
| 2019-12-31 | $34M | 282k | 120.77 |
| 2019-09-30 | $28M | 257k | 110.60 |
| 2019-06-30 | $26M | 234k | 109.36 |
| 2019-03-31 | $20M | 190k | 105.98 |
| 2018-12-31 | $17M | 185k | 92.76 |
| 2018-09-30 | $28M | 263k | 107.01 |
| 2018-06-30 | $33M | 327k | 100.83 |
| 2018-03-31 | $30M | 304k | 97.59 |
| 2017-12-31 | $28M | 279k | 98.28 |
| 2017-09-30 | $26M | 279k | 92.85 |
| 2017-06-30 | $25M | 283k | 89.32 |
| 2017-03-31 | $23M | 267k | 86.76 |
| 2016-12-31 | $22M | 271k | 82.38 |
| 2016-09-30 | $19M | 239k | 80.51 |
| 2016-06-30 | $18M | 234k | 77.35 |
| 2016-03-31 | $17M | 216k | 76.55 |
| 2015-12-31 | $18M | 234k | 75.71 |
| 2015-09-30 | $9.4M | 133k | 70.95 |
| 2015-03-31 | $10M | 133k | 77.24 |
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