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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 15k 144.10
2024-09-30 $1.9M 15k 128.56
2024-06-30 $1.7M 14k 116.93

More positions owned by Concurrent Investment Advisors

Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Dutch Bros Cl A (BROS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Concurrent Investment Advisors

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

Envestnet Asset Management
Bank of America Corporation
Raymond James & Associates
Raymond James Financial
Janney Montgomery Scott
Fisher Investments
Branch Banking & Trust Company
WestEnd Advisors
Morgan Stanley
Victory Capital Management
Mml Investors Services
LPL Financial
SPC Financial
Stifel Financial
Royal Bank of Canada

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