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iShares Dow Jones US Reg Banks Ind. shares owned by CoreCap Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by CoreCap Advisors from 13F filings

Historical chart of CoreCap Advisors investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $311k 6.5k 47.54
2024-03-31 $468k 11k 43.38
2023-12-31 $535k 13k 41.84
2023-09-30 $436k 13k 33.60
2023-06-30 $508k 15k 33.85
2022-12-31 $77k 1.6k 47.67
2022-06-30 $79k 1.6k 49.22
2021-12-31 $99k 1.6k 61.49

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
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View all positions for CoreCap Advisors

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Royal Bank of Canada
Us Bancorp
Citadel Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Susquehanna International
Wells Fargo & Company
Jane Street
Commonwealth Equity Services
Raymond James Financial Services Advisors
Gimbal Financial
Goldman Sachs Group

View all funds holding iShares Dow Jones US Reg Banks Ind.