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iShares Dow Jones US Financial shares owned by Allen Investment Management

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Allen Investment Management from 13F filings

Historical chart of Allen Investment Management investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by Allen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 16k 128.91

More positions owned by Allen Investment Management

Amazon (AMZN)
Microsoft Corporation (MSFT)
Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
UnitedHealth (UNH)
S&p Global (SPGI)
Moody's Corporation (MCO)
Apollo Global Mgmt (APO)
Alphabet Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
Boeing Company (BA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Allen Investment Management

Top funds holding iShares Dow Jones US Financial

Dynasty Wealth Management
Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Green Harvest Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Jpmorgan Chase & Co
Two Sigma Investments
Royal Bank of Canada

View all funds holding iShares Dow Jones US Financial