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iShares Dow Jones US Reg Banks Ind. shares owned by CoreCap Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by CoreCap Advisors from 13F filings

Historical chart of CoreCap Advisors investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $535k 13k 41.84
2023-09-30 $436k 13k 33.60
2023-06-30 $508k 15k 33.85
2022-12-31 $77k 1.6k 47.67
2022-06-30 $79k 1.6k 49.22
2021-12-31 $99k 1.6k 61.49

More positions owned by CoreCap Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for CoreCap Advisors

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Royal Bank of Canada
Us Bancorp
Wells Fargo & Company
Branch Banking & Trust Company
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Commonwealth Equity Services
Citadel Advisors
Goldman Sachs Group
Abundance Wealth Counselors
UBS Group
Crestwood Advisors
Advisor Group Holdings
Steward Partners Investment Advisory

View all funds holding iShares Dow Jones US Reg Banks Ind.