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iShares FTSE KLD Select Scil Idx shares owned by JNBA Financial Advisors

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

Historical chart of JNBA Financial Advisors 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 JNBA Financial Advisors 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 JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $975k 8.9k 109.17
2023-12-31 $1.0M 10k 100.51
2023-09-30 $895k 9.9k 89.97
2023-06-30 $1.0M 11k 93.64
2023-03-31 $920k 11k 87.77
2022-12-31 $860k 11k 82.32
2022-09-30 $801k 11k 75.95
2022-06-30 $861k 11k 80.73
2022-03-31 $1.0M 10k 96.79
2021-12-31 $1.4M 13k 106.23
2021-09-30 $1.2M 13k 95.97
2021-06-30 $1.3M 14k 95.54
2021-03-31 $1.2M 14k 87.80
2020-12-31 $1.1M 13k 82.35
2020-09-30 $826k 5.6k 147.16
2020-06-30 $732k 5.5k 133.85
2020-03-31 $601k 5.5k 109.83
2019-12-31 $720k 5.4k 134.00
2019-09-30 $644k 5.2k 123.66
2019-06-30 $641k 5.3k 121.96
2019-03-31 $599k 5.1k 118.19
2018-12-31 $516k 5.0k 103.20
2018-06-30 $747k 6.6k 112.77
2018-03-31 $6.5M 6.5k 1000.00
2017-12-31 $561k 5.1k 111.05
2017-09-30 $466k 4.5k 104.60
2017-06-30 $355k 3.5k 102.22
2017-03-31 $341k 3.5k 98.19
2016-12-31 $320k 3.5k 92.14
2016-06-30 $267k 3.1k 86.38
2016-03-31 $241k 2.8k 84.98
2015-12-31 $165k 2.0k 83.42
2015-09-30 $109k 1.4k 78.64
2015-06-30 $124k 1.5k 85.11
2015-03-31 $85k 995 85.43
2014-12-31 $70k 817 85.68

More positions owned by JNBA Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
AFLAC Incorporated (AFL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for JNBA Financial Advisors

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Ameriprise Financial
Spinnaker Trust
Royal Bank of Canada
UBS Group
M^T Bank Corporation
Mission Wealth Management
BlackRock
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
LPL Financial
Raymond James Financial Services Advisors

View all funds holding iShares FTSE KLD Select Scil Idx