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iShares Dow Jones US Industrial shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Industrial (IYJ) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares Dow Jones US Industrial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Industrial held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Industrial by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 9.9k 125.71
2023-12-31 $1.2M 11k 114.36
2023-09-30 $1.1M 11k 100.89
2023-06-30 $1.2M 12k 106.04
2023-03-31 $1.1M 11k 100.16
2022-12-31 $1.0M 11k 96.46
2022-09-30 $930k 11k 83.81
2022-06-30 $1.0M 12k 88.17
2022-03-31 $1.2M 12k 105.43
2021-12-31 $1.2M 10k 112.71
2021-09-30 $854k 8.0k 107.21
2021-06-30 $905k 8.1k 111.17
2021-03-31 $656k 6.2k 105.62
2020-12-31 $100k 1.0k 96.99
2020-09-30 $86k 516 166.67
2020-06-30 $78k 516 151.16
2019-09-30 $51k 319 159.87
2019-06-30 $50k 319 156.74
2019-03-31 $48k 319 150.47
2018-12-31 $35k 269 130.11
2018-09-30 $15k 97 154.64
2018-06-30 $14k 97 144.33
2018-03-31 $14k 97 144.33
2017-12-31 $7.0k 50 140.00
2017-09-30 $7.0k 50 140.00
2017-06-30 $7.0k 50 140.00