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iShares S&P Global Financials Sect. shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in iShares S&P Global Financials Sect.

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All positions including iShares S&P Global Financials Sect. held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Financials Sect. by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 37k 96.05
2024-09-30 $2.8M 30k 94.58
2024-03-31 $3.1M 36k 86.64
2023-12-31 $2.8M 36k 78.58
2023-09-30 $2.5M 35k 70.45
2023-06-30 $2.4M 34k 71.53
2023-03-31 $1.9B 27k 69007.55
2022-12-31 $1.5B 21k 70280.32
2022-09-30 $1.3M 22k 61.29
2022-06-30 $1.4M 22k 65.75
2022-03-31 $2.7M 34k 79.44
2021-12-31 $2.5M 32k 80.08
2021-09-30 $2.4M 31k 78.45
2021-06-30 $27k 30k 0.90
2021-03-31 $2.1M 28k 73.39
2020-12-31 $1.7M 26k 64.52
2020-09-30 $1.4M 26k 53.41
2020-06-30 $1.3M 25k 52.19
2020-03-31 $1.2M 35k 33.55
2019-12-31 $1.4M 21k 68.75
2019-09-30 $1.2M 19k 64.04
2019-06-30 $1.1M 18k 64.10
2019-03-31 $1.0M 16k 61.47
2018-12-31 $892k 16k 56.87
2018-09-30 $1.1M 17k 65.84
2018-06-30 $990k 15k 64.10
2018-03-31 $1.0M 15k 69.18
2017-12-31 $850k 12k 69.95
2017-09-30 $782k 12k 66.72
2017-06-30 $488k 7.7k 63.11
2017-03-31 $409k 6.7k 60.90
2016-12-31 $352k 6.1k 57.77
2016-09-30 $297k 5.8k 51.07
2016-06-30 $256k 5.3k 47.87
2016-03-31 $264k 5.4k 49.18
2015-12-31 $298k 5.6k 53.02
2015-09-30 $333k 6.5k 51.42
2015-06-30 $522k 9.1k 57.32
2015-03-31 $519k 9.1k 56.99
2014-12-31 $503k 8.9k 56.45
2014-09-30 $501k 8.9k 56.22
2014-06-30 $509k 8.9k 57.18
2014-03-31 $481k 8.5k 56.54
2013-12-31 $478k 8.5k 56.18

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Microsoft Corporation (MSFT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Arete Wealth Advisors

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
Pictet Asset Management Holding SA
Bank of America Corporation
Cambria Investment Management
Ayalon Holdings
Richard Bernstein Advisors
Salomon & Ludwin
Banco Santander
Arete Wealth Advisors
Cresset Asset Management
LPL Financial
Jane Street
Money Design
M^T Bank Corporation
Ameriprise Financial

View all funds holding iShares S&P Global Financials Sect.