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iShares Dow Jones U.S. Index Fund shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $746k 6.4k 116.53
2023-09-30 $1.6M 15k 104.48
2023-06-30 $1.7M 15k 108.33
2023-03-31 $1.5M 15k 100.07
2022-12-31 $1.5M 16k 93.45
2022-09-30 $1.4M 16k 87.70
2022-06-30 $1.6M 17k 92.34
2022-03-31 $1.9M 17k 111.37
2021-12-31 $2.0M 17k 117.87
2021-09-30 $1.9M 17k 107.85
2021-06-30 $1.9M 17k 107.99
2021-03-31 $2.2M 22k 99.85
2020-12-31 $2.1M 22k 94.34
2020-09-30 $2.1M 13k 165.39
2020-06-30 $2.2M 15k 153.09
2020-03-31 $1.8M 15k 126.14
2019-12-31 $2.3M 15k 159.20
2019-09-30 $2.2M 15k 147.54
2019-06-30 $2.2M 15k 146.13
2019-03-31 $1.3M 9.5k 141.20
2018-12-31 $1.2M 9.7k 123.30
2018-09-30 $1.4M 9.9k 145.55
2018-06-30 $1.4M 10k 136.37
2018-03-31 $1.4M 11k 132.15
2017-12-31 $1.4M 11k 133.59
2017-09-30 $1.4M 11k 126.01
2017-06-30 $1.4M 11k 121.31
2017-03-31 $1.4M 12k 118.27
2016-12-31 $1.3M 12k 112.09
2016-09-30 $1.3M 12k 108.53
2016-06-30 $1.4M 13k 105.01
2016-03-31 $1.4M 14k 102.49
2015-12-31 $1.5M 14k 101.96
2015-09-30 $1.6M 16k 96.46
2015-06-30 $1.8M 17k 104.27
2015-03-31 $2.2M 21k 105.28
2014-12-31 $2.8M 27k 103.55
2014-09-30 $2.6M 26k 99.16
2014-06-30 $2.5M 25k 99.14
2014-03-31 $2.4M 26k 94.83
2013-12-31 $2.3M 24k 93.34
2013-09-30 $2.0M 24k 85.22
2013-06-30 $1.6M 20k 80.69
2013-03-31 $1.8M 23k 79.09
2012-12-31 $1.6M 22k 71.64
2012-09-30 $1.4M 19k 72.02
2012-06-30 $1.3M 19k 68.15
2011-12-31 $905k 14k 62.98
2011-09-30 $925k 16k 56.55
2011-03-31 $1.2M 18k 67.10
2010-12-31 $1.4M 21k 63.39

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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