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iShares Dow Jones US Insurance Index ETF shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 13k 130.45

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View all positions for Essential Planning

Top funds holding iShares Dow Jones US Insurance Index ETF

Morgan Stanley
Mml Investors Services
Wells Fargo & Company
SPC Financial
Royal Bank of Canada
Stifel Financial
Bank of America Corporation
LPL Financial
Goldman Sachs Group
Advisor Group Holdings
Advisory Services Network
MinichMacGregor Wealth Management
UBS Group
Cambridge Investment Research Advisors
WESPAC Advisors SoCal

View all funds holding iShares Dow Jones US Insurance Index ETF