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iShares Dow Jones US Insurance Index ETF shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $484k 3.8k 129.07
2024-06-30 $407k 3.6k 113.06

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View all positions for Sonata Capital

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