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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by CX Institutional

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

Historical chart of CX Institutional 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 CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 2.0k 128.57
2024-06-30 $544k 4.7k 116.93
2024-03-31 $545k 4.7k 116.02
2023-12-31 $548k 5.0k 108.53
2023-09-30 $741k 8.1k 91.03
2023-06-30 $1.2M 13k 90.75

More positions owned by CX Institutional

Ishares Tr 0-3 Mnth Treasry (SGOV)
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Vanguard World Mega Grwth Ind (MGK)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Index Fds Mid Cap Etf (VO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Spdr Ser Tr Portfolio Crport (SPBO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Val Etf (IVE)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for CX Institutional

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

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

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