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iShares Dow Jones US Reg Banks Ind. shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in iShares Dow Jones US Reg Banks Ind.

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All positions including iShares Dow Jones US Reg Banks Ind. held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 4.7k 52.53
2025-06-30 $232k 4.7k 49.55
2025-03-31 $219k 4.7k 46.63
2024-12-31 $257k 5.1k 50.36
2024-09-30 $243k 5.1k 47.54
2024-06-30 $212k 5.1k 41.46
2024-03-31 $232k 5.4k 43.38
2023-12-31 $224k 5.4k 41.84
2023-03-31 $758k 21k 35.79
2022-12-31 $754k 16k 47.64
2022-09-30 $756k 16k 47.77
2022-06-30 $780k 16k 49.29
2022-03-31 $883k 16k 55.80
2021-12-31 $977k 16k 61.74
2021-09-30 $958k 16k 60.54
2021-06-30 $910k 16k 57.50
2021-03-31 $897k 16k 56.68
2020-12-31 $718k 16k 45.37
2020-09-30 $518k 16k 32.73
2020-06-30 $535k 16k 33.81
2020-03-31 $458k 16k 28.94
2019-12-31 $807k 16k 51.00
2019-09-30 $737k 16k 46.57
2019-06-30 $726k 16k 45.88
2019-03-31 $688k 16k 43.48
2018-12-31 $669k 16k 42.27
2018-09-30 $776k 16k 49.04
2018-06-30 $778k 16k 49.16
2018-03-31 $797k 16k 50.36
2017-12-31 $780k 16k 49.29
2017-09-30 $747k 16k 47.20
2017-06-30 $721k 16k 45.56
2017-03-31 $709k 16k 44.80
2016-12-31 $718k 16k 45.37
2016-09-30 $557k 16k 35.20
2016-06-30 $513k 16k 32.42
2016-03-31 $503k 16k 31.79

More positions owned by Joel Isaacson & Co

Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding iShares Dow Jones US Reg Banks Ind.

Morgan Stanley
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
Two Sigma Investments
Us Bancorp
Goldman Sachs Group
UBS Group
Ameriprise Financial
Commonwealth Equity Services
Raymond James Financial
Advisory Services Network
Northwestern Mutual Wealth Management Company

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