Concurrent Investment Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2026-06-30 $512k 2.9k 175.33
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple Call Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom Call Option (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
Micron Technology (MU)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Concurrent Investment Advisors

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

Fisher Investments
Meitav Dash Investments
Morgan Stanley
Mml Investors Services
Phoenix Holdings
Two Sigma Investments
Wells Fargo & Company
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Advisor Group Holdings
Bank of America Corporation
LPL Financial
AlphaCore Capital
Royal Bank of Canada
Equitable Holdings
Ameriprise Financial

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