Cresset Asset Management »

iShares FTSE KLD Select Scil Idx shares owned by Cresset Asset Management

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

Historical chart of Cresset Asset Management 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 Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 20k 135.65
2025-06-30 $2.5M 20k 126.75
2025-03-31 $2.3M 20k 114.87
2024-12-31 $2.4M 20k 121.59
2024-09-30 $2.4M 20k 120.37
2024-06-30 $2.2M 20k 112.37
2024-03-31 $2.2M 20k 109.17
2023-12-31 $2.0M 20k 100.51
2023-09-30 $1.8M 20k 90.36
2023-06-30 $2.3M 24k 93.64
2023-03-31 $1.7M 20k 87.77
2022-12-31 $1.6M 20k 82.32
2022-09-30 $1.5M 20k 75.89
2022-06-30 $1.6M 20k 80.69
2022-03-31 $1.8M 19k 96.86