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iShares FTSE KLD Select Scil Idx shares owned by Accredited Investors

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Accredited Investors from 13F filings

Historical chart of Accredited Investors investment in iShares FTSE KLD Select Scil Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by Accredited Investors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Accredited Investors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 50k 100.51
2023-09-30 $4.4M 49k 89.97
2023-06-30 $4.7M 50k 93.64
2023-03-31 $4.5M 51k 87.77
2022-12-31 $4.0M 48k 82.32
2022-09-30 $3.6M 48k 75.91
2022-06-30 $3.8M 47k 80.70
2022-03-31 $4.3M 44k 96.84
2021-12-31 $4.0M 37k 106.25
2021-09-30 $3.4M 36k 95.94
2021-06-30 $3.3M 34k 95.55
2021-03-31 $2.7M 31k 87.82
2020-12-31 $2.4M 29k 82.32
2020-09-30 $2.1M 14k 147.10
2020-06-30 $2.2M 16k 133.74
2020-03-31 $1.7M 15k 109.79
2019-12-31 $1.9M 15k 133.99
2019-09-30 $1.8M 15k 123.63
2019-06-30 $1.8M 15k 121.85
2019-03-31 $1.3M 11k 118.23
2018-12-31 $969k 9.4k 103.10
2018-09-30 $1.2M 9.9k 119.38
2018-06-30 $1.2M 11k 112.83
2018-03-31 $1.2M 11k 110.83
2017-12-31 $1.2M 11k 111.10
2017-09-30 $1.3M 12k 104.47
2017-06-30 $1.2M 12k 102.24
2017-03-31 $1.1M 12k 98.23
2016-12-31 $1.1M 12k 92.00
2016-09-30 $1.1M 12k 90.93
2016-06-30 $591k 6.8k 86.42
2016-03-31 $595k 7.0k 85.07
2015-12-31 $569k 6.8k 83.39
2015-09-30 $519k 6.6k 78.86
2015-06-30 $560k 6.6k 85.18
2015-03-31 $559k 6.5k 85.88
2014-12-31 $541k 6.3k 86.17
2014-09-30 $541k 6.6k 82.38
2014-06-30 $458k 5.6k 82.34
2014-03-31 $494k 6.3k 78.15
2013-12-31 $473k 6.2k 76.84
2013-09-30 $435k 6.1k 70.75
2013-06-30 $312k 4.6k 67.80
2013-03-31 $310k 4.7k 66.64
2012-12-31 $262k 4.4k 59.42
2012-09-30 $249k 4.1k 60.04
2012-06-30 $248k 4.3k 57.13
2012-03-31 $254k 4.1k 61.52
2011-12-31 $253k 4.6k 55.10

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1/100 Berkshire Hathaway Cl A
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Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Msci Ac Asia Etf (AAXJ)

View all positions for Accredited Investors

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Pnc Financial Services
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
Wells Fargo & Company
Mission Wealth Management
Deutsche Bank Aktiengesellschaft
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx