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iShares FTSE KLD Select Scil Idx shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 36k 120.37
2024-06-30 $4.0M 36k 112.37
2024-03-31 $4.0M 36k 109.17
2023-12-31 $3.1M 31k 100.51
2023-09-30 $3.7M 41k 89.97
2023-06-30 $4.0M 43k 94.27
2023-03-31 $4.0M 45k 87.77
2022-12-31 $622k 47k 13.37
2022-09-30 $2.5M 34k 75.92
2022-06-30 $6.0M 75k 80.69
2022-03-31 $13M 124k 106.25
2021-12-31 $13M 124k 106.25
2021-09-30 $20M 203k 95.95
2021-06-30 $12M 124k 95.54
2021-03-31 $9.6M 110k 87.82
2020-12-31 $7.6M 92k 82.34
2020-09-30 $1.6M 11k 147.09
2020-06-30 $1.2M 8.9k 133.77
2020-03-31 $1.0M 9.4k 109.80
2019-12-31 $1.0M 7.6k 134.01
2019-09-30 $1.2M 9.4k 123.65
2019-06-30 $1.2M 9.6k 121.90
2019-03-31 $1.1M 9.2k 118.27
2018-12-31 $776k 7.5k 103.08
2018-09-30 $794k 6.7k 119.36
2018-06-30 $237k 2.1k 112.91
2018-03-31 $457k 4.1k 110.73
2017-12-31 $259k 2.3k 114.05
2017-09-30 $456k 4.3k 105.73
2017-06-30 $334k 3.3k 101.95
2017-03-31 $266k 2.7k 97.44
2016-12-31 $288k 3.1k 93.29
2016-09-30 $331k 3.7k 89.85
2016-06-30 $288k 3.3k 86.46
2016-03-31 $249k 2.9k 85.22
2014-09-30 $128k 1.6k 82.32

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View all positions for Private Advisor

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
BlackRock
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Acorns Advisers
LPL Financial
Shira Ridge Wealth Management

View all funds holding iShares FTSE KLD Select Scil Idx