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iShares Dow Jones US Reg Banks Ind. shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 360 52.53
2025-06-30 $18k 360 49.55
2025-03-31 $17k 360 46.63
2024-12-31 $18k 360 50.36

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Spdr Gold Shares Mutual Fund/sto (GLD)
Alphabet Inc Sr Common Stock (GOOG)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

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.