iShares Dow Jones US Aerospace & Def.ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares Dow Jones US Aerospace & Def.ETF
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Aerospace & Def.ETF held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $309k | 2.4k | 126.60 |
| 2023-09-30 | $246k | 2.3k | 105.97 |
| 2023-06-30 | $570k | 4.9k | 116.67 |
| 2023-03-31 | $518k | 4.5k | 115.08 |
| 2022-12-31 | $520k | 4.6k | 111.86 |
| 2022-09-30 | $449k | 4.9k | 91.11 |
| 2022-06-30 | $487k | 4.9k | 99.23 |
| 2022-03-31 | $547k | 4.9k | 110.71 |
| 2021-12-31 | $536k | 5.2k | 102.70 |
| 2021-09-30 | $552k | 5.3k | 104.27 |
| 2021-06-30 | $540k | 4.9k | 109.62 |
| 2021-03-31 | $500k | 4.8k | 104.19 |
| 2020-12-31 | $713k | 9.5k | 75.44 |
| 2020-09-30 | $490k | 2.5k | 195.84 |
| 2020-06-30 | $445k | 2.4k | 188.24 |
| 2020-03-31 | $460k | 3.0k | 152.87 |
| 2019-12-31 | $646k | 3.1k | 209.67 |
| 2019-09-30 | $605k | 3.0k | 203.91 |
| 2019-06-30 | $633k | 3.0k | 214.47 |
| 2019-03-31 | $735k | 4.0k | 183.25 |
| 2018-12-31 | $1.1M | 157k | 7.15 |
| 2018-09-30 | $1.6M | 159k | 9.98 |
| 2018-06-30 | $1.2M | 157k | 7.89 |
| 2018-03-31 | $1.3M | 157k | 8.14 |
| 2017-12-31 | $429k | 153k | 2.81 |
| 2017-09-30 | $404k | 2.7k | 151.03 |
| 2017-06-30 | $0 | 150k | 0.00 |
| 2017-03-31 | $326k | 153k | 2.14 |
| 2016-12-31 | $296k | 152k | 1.94 |
Top funds holding iShares Dow Jones US Aerospace & Def.ETF
View all funds holding iShares Dow Jones US Aerospace & Def.ETF