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iShares Dow Jones US Insurance Index ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares Dow Jones US Insurance Index ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Insurance Index ETF held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $352k 2.7k 129.04

More positions owned by Concurrent Investment Advisors

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Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding iShares Dow Jones US Insurance Index ETF

Morgan Stanley
Wells Fargo & Company
Mml Investors Services
SPC Financial
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Stifel Financial
MinichMacGregor Wealth Management
Advisory Services Network
Goldman Sachs Group
CastleArk Management
Spectrum Wealth Counsel
Legend Financial Advisors

View all funds holding iShares Dow Jones US Insurance Index ETF