Captrust Financial Advisors »

iShares Dow Jones US Consumer Ser. shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 142k 75.77
2023-09-30 $9.1M 136k 66.95
2023-06-30 $9.2M 129k 71.17
2021-12-31 $28k 336 83.33
2021-09-30 $26k 336 77.38
2021-06-30 $26k 336 77.38
2021-03-31 $25k 336 74.40
2020-12-31 $24k 336 71.43
2020-09-30 $10k 39 256.41
2020-06-30 $9.0k 39 230.77
2019-09-30 $19k 89 213.48
2019-06-30 $19k 89 213.48
2019-03-31 $18k 89 202.25
2014-06-30 $19k 157 121.02

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding iShares Dow Jones US Consumer Ser.

Bank of America Corporation
UBS Group
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Captrust Financial Advisors
AE Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings
Brookstone Capital Management
Kellett Schaffner Wealth Advisors
Pinkerton Retirement Specialists
Ferguson Wellman Capital Management
First Citizens Financial Corp

View all funds holding iShares Dow Jones US Consumer Ser.