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iShares Dow Jones U.S. Index Fund shares owned by First Heartland Consultants

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 24k 128.09
2023-12-31 $3.0M 26k 116.53
2023-09-30 $2.4M 23k 104.48
2023-06-30 $2.5M 23k 108.33
2023-03-31 $2.3M 23k 100.07
2022-12-31 $2.2M 24k 93.45
2022-09-30 $2.1M 24k 87.68
2022-06-30 $2.2M 23k 92.32
2022-03-31 $2.6M 24k 111.34
2021-12-31 $2.7M 23k 117.81
2021-09-30 $2.5M 23k 107.86
2021-06-30 $2.5M 23k 107.96
2021-03-31 $2.3M 23k 99.85
2020-12-31 $2.0M 21k 94.32
2020-09-30 $1.5M 9.0k 166.70
2020-06-30 $1.9M 12k 153.10
2020-03-31 $2.4M 19k 126.19
2019-12-31 $3.4M 21k 159.66
2019-09-30 $3.2M 22k 147.56
2019-06-30 $3.1M 21k 146.15
2019-03-31 $2.8M 20k 141.24
2018-12-31 $3.3M 26k 124.44
2018-09-30 $3.7M 25k 145.52
2018-06-30 $2.6M 19k 136.33
2018-03-31 $3.1M 24k 132.10
2017-12-31 $3.0M 23k 133.60
2017-09-30 $2.7M 22k 126.05
2017-06-30 $2.6M 21k 121.34
2017-03-31 $2.5M 21k 118.25
2016-12-31 $2.3M 21k 112.05
2016-09-30 $1.4M 13k 108.56
2016-06-30 $1.1M 11k 104.61
2016-03-31 $824k 8.0k 102.54
2015-12-31 $518k 5.1k 101.97
2012-09-30 $8.0k 116 68.97
2012-06-30 $8.0k 116 68.97
2011-12-31 $11k 175 62.86
2011-09-30 $175k 11k 15.87
2011-06-30 $193k 13k 14.97
2011-03-31 $530k 36k 14.77

More positions owned by First Heartland Consultants

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)

View all positions for First Heartland Consultants

Top funds holding iShares Dow Jones U.S. Index Fund

Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Bank Of Montreal
Goldman Sachs Group
Raymond James Financial Services Advisors
Creative Planning
Captrust Financial Advisors
Wealth Enhancement Advisory Services
Wedbush Morgan Securities

View all funds holding iShares Dow Jones U.S. Index Fund