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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Whalerock Point Partners

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

Historical chart of Whalerock Point Partners 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 Whalerock Point Partners 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 Whalerock Point Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.2k 176.88
2025-06-30 $208k 1.2k 169.14

More positions owned by Whalerock Point Partners

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Visa (V)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Facebook Inc cl a (META)
Costco Wholesale Corporation (COST)
Berkshire Hathaway (BRK.B)
iShares Core S&P 500 ETF Tr Unit (IVV)
MasterCard Incorporated (MA)
Home Depot (HD)
Palo Alto Networks (PANW)
Pepsi (PEP)

View all positions for Whalerock Point Partners

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