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iShares Dow Jones US Financial shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 16k 126.64
2025-06-30 $2.5M 21k 120.99
2025-03-31 $1.7M 15k 112.85
2024-12-31 $1.1M 9.8k 110.58
2024-09-30 $757k 7.3k 103.90
2024-06-30 $665k 7.0k 94.57
2017-09-30 $716k 6.4k 112.05
2016-12-31 $265k 2.6k 101.57
2016-09-30 $212k 2.4k 89.94
2015-12-31 $333k 4.1k 82.22
2015-06-30 $692k 7.7k 89.77
2014-12-31 $14M 158k 90.20
2014-09-30 $758k 9.1k 83.76
2014-06-30 $778k 9.4k 83.18
2014-03-31 $1.1M 14k 81.78
2013-12-31 $721k 9.0k 80.17
2013-09-30 $686k 9.4k 73.26
2013-06-30 $613k 8.6k 71.48