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

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

Historical chart of Crestwood 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 Crestwood 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 83k 41.84
2023-09-30 $3.0M 89k 33.60

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View all positions for Crestwood Advisors

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Royal Bank of Canada
Us Bancorp
Wells Fargo & Company
Branch Banking & Trust Company
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Commonwealth Equity Services
Citadel Advisors
Goldman Sachs Group
Abundance Wealth Counselors
UBS Group
Crestwood Advisors
Advisor Group Holdings
Steward Partners Investment Advisory

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