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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Ascent Group

Quarter-by-quarter ownership of iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) shares owned by Ascent Group from 13F filings

Historical chart of Ascent Group investment in iShares Dow Jones US Brok-Dea. Ind.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Brok-Dea. Ind.ETF held by Ascent Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Brok-Dea. Ind.ETF by Ascent Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 1.9k 128.56
2024-06-30 $248k 2.1k 116.93
2023-03-31 $2.1M 23k 91.64
2022-12-31 $2.3M 24k 96.13

More positions owned by Ascent Group

Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Ascent Group

Top funds holding iShares Dow Jones US Brok-Dea. Ind.ETF

Envestnet Asset Management
Bank of America Corporation
Raymond James & Associates
Branch Banking & Trust Company
Fisher Investments
WestEnd Advisors
Janney Montgomery Scott
Victory Capital Management
Stifel Financial
LPL Financial
Assetmark
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
WESPAC Advisors SoCal

View all funds holding iShares Dow Jones US Brok-Dea. Ind.ETF