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iShares Dow Jones US Reg Banks Ind. shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $316k 6.0k 52.53
2025-06-30 $298k 6.0k 49.55
2023-12-31 $216k 5.2k 41.84
2022-06-30 $219k 4.5k 49.18
2022-03-31 $226k 3.7k 61.85
2021-12-31 $226k 3.7k 61.85
2021-09-30 $269k 4.4k 60.67
2021-06-30 $381k 6.6k 57.52
2021-03-31 $319k 5.6k 56.75
2020-12-31 $231k 5.1k 45.35
2020-09-30 $1.0M 31k 32.73
2020-06-30 $281k 8.3k 33.83
2020-03-31 $225k 7.8k 28.90
2019-12-31 $629k 12k 50.94
2019-09-30 $602k 13k 46.58
2019-06-30 $963k 21k 45.90
2019-03-31 $941k 22k 43.61
2018-12-31 $1.1M 29k 39.83
2018-09-30 $1.2M 25k 49.01
2018-06-30 $727k 15k 49.42
2018-03-31 $963k 19k 50.36
2017-09-30 $1.0M 21k 47.24
2017-06-30 $940k 20k 46.05
2017-03-31 $977k 22k 43.92
2016-12-31 $424k 9.2k 45.88
2016-09-30 $301k 8.5k 35.34
2016-06-30 $300k 9.6k 31.34
2016-03-31 $314k 9.9k 31.83
2015-12-31 $422k 12k 34.94
2015-09-30 $399k 12k 33.70
2015-06-30 $246k 6.7k 36.62
2014-09-30 $224k 6.8k 33.18
2014-06-30 $249k 7.2k 34.59
2014-03-31 $220k 6.3k 34.97
2013-12-31 $203k 6.1k 33.08

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Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

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.