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iShares Dow Jones US Insurance Index ETF shares owned by SP Asset Management

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

Historical chart of SP Asset Management 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 SP Asset Management 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 SP Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 20k 100.12
2023-09-30 $1.8M 20k 91.65
2023-06-30 $1.8M 20k 87.89
2023-03-31 $1.7M 20k 85.62
2022-12-31 $1.9M 21k 91.40

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View all positions for SP Asset Management

Top funds holding iShares Dow Jones US Insurance Index ETF

SPC Financial
Bank of America Corporation
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Stifel Financial
Cambridge Investment Research Advisors
MinichMacGregor Wealth Management
Advisory Services Network
Goldman Sachs Group
Legend Financial Advisors
UBS Group
Raymond James Financial Services Advisors
Fiduciary Planning
Cadent Capital Advisors

View all funds holding iShares Dow Jones US Insurance Index ETF