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iShares Dow Jones US Reg Banks Ind. shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 4.5k 54.45

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

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.