ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Cetera Investment Advisers's Holding History (CIK: 0001666741)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 215,498 Value ($000) $27,763 Avg Close — Range —
Q3 2025
Shares 215,209 Value ($000) $27,106 Avg Close — Range —
Q2 2025
Shares 177,917 Value ($000) $20,667 Avg Close — Range —
Q1 2025
Shares 160,478 Value ($000) $16,435 Avg Close — Range —
Q4 2024
Shares 139,912 Value ($000) $15,425 Avg Close — Range —
Q3 2024
Shares 144,581 Value ($000) $15,729 Avg Close — Range —
Q2 2024
Shares 150,392 Value ($000) $15,618 Avg Close — Range —
Q1 2024
Shares 151,830 Value ($000) $15,306 Avg Close — Range —
Q4 2023
Shares 85,263 Value ($000) $7,763 Avg Close — Range —
Q3 2023
Shares 91,787 Value ($000) $7,472 Avg Close — Range —
Q2 2023
Shares 99,666 Value ($000) $8,389 Avg Close — Range —
Q1 2023
Shares 103,166 Value ($000) $8,046 Avg Close — Range —
Q4 2022
Shares 114,637 Value ($000) $8,230 Avg Close — Range —
Q3 2022
Shares 36,606 Value ($000) $2,451 Avg Close — Range —
Q2 2022
Shares 35,171 Value ($000) $2,529 Avg Close — Range —
Q1 2022
Shares 19,028 Value ($000) $1,648 Avg Close — Range —
Q4 2021
Shares 13,667 Value ($000) $1,270 Avg Close — Range —
Q3 2021
Shares 11,584 Value ($000) $964 Avg Close — Range —
Q2 2021
Shares 13,887 Value ($000) $1,150 Avg Close — Range —
Q1 2021
Shares 8,898 Value ($000) $679 Avg Close — Range —
Q4 2020
Shares 12,503 Value ($000) $894 Avg Close — Range —
Q4 2019
Shares 1,699 Value ($000) $202 Avg Close — Range —