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iShares Dow Jones US Reg Banks Ind. shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9k 150 52.53

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding iShares Dow Jones US Reg Banks Ind.

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
Two Sigma Investments
G. W. Henssler & Associates
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.