SWMG »

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

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 1.4k 171.81
2025-06-30 $252k 1.4k 174.89
2024-12-31 $221k 1.4k 153.97
2024-09-30 $212k 1.4k 148.45

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Total Usd (IUSB)

View all positions for SWMG

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