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iShares Dow Jones US Aerospace & Def.ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares Dow Jones US Aerospace & Def.ETF

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All positions including iShares Dow Jones US Aerospace & Def.ETF held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 36k 209.26
2025-06-30 $5.1M 27k 188.64
2025-03-31 $3.0M 20k 153.10
2024-12-31 $1.8M 13k 145.35
2024-09-30 $1.4M 9.6k 149.65
2024-06-30 $1.0M 7.9k 132.05
2024-03-31 $825k 6.3k 131.92
2023-12-31 $1.3M 11k 126.60