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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Global Financial Private Client

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

Historical chart of Global Financial Private Client 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 Global Financial Private Client 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 Global Financial Private Client

Quarter filed Position value Share count Share price at filing
2025-09-30 $894k 5.1k 176.88
2025-06-30 $800k 4.7k 169.14
2025-03-31 $508k 3.6k 140.11

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Global Financial Private Client

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

Fisher Investments
Harel Insurance Investments & Financial Services
Morgan Stanley
LPL Financial
Two Sigma Investments
Wells Fargo & Company
Mml Investors Services
SPC Financial
Ameriprise Financial
UBS Group
Advisor Group Holdings
Stifel Financial
WESPAC Advisors SoCal
Royal Bank of Canada
Raymond James Financial

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