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iShares Dow Jones US Consumer Ser. shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. 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 Consumer Ser. by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 59k 81.97
2023-12-31 $4.4M 58k 75.77

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding iShares Dow Jones US Consumer Ser.

Morgan Stanley
Bank of America Corporation
UBS Group
Green Harvest Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Captrust Financial Advisors
LPL Financial
Commonwealth Equity Services
Pinkerton Retirement Specialists
AE Wealth Management
Townsquare Capital
Norden Group
Advisor Group Holdings

View all funds holding iShares Dow Jones US Consumer Ser.