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iShares Dow Jones US Financial shares owned by Callan Capital

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

Historical chart of Callan Capital 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 Callan Capital 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 Callan Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 16k 103.90
2024-06-30 $1.5M 16k 94.57
2024-03-31 $1.5M 16k 95.65
2023-12-31 $1.4M 16k 85.41
2023-09-30 $1.2M 16k 74.76
2023-06-30 $1.2M 16k 74.61
2023-03-31 $1.1M 16k 71.14
2022-12-31 $1.2M 16k 75.47
2022-09-30 $1.1M 16k 67.55
2022-06-30 $1.2M 16k 69.99
2022-03-31 $1.4M 17k 84.52
2021-12-31 $1.5M 17k 86.69
2021-09-30 $1.4M 17k 82.57
2021-06-30 $1.4M 17k 81.07
2021-03-31 $1.4M 19k 74.87
2020-12-31 $1.2M 19k 66.76
2020-09-30 $1.1M 9.9k 113.46
2020-06-30 $1.1M 9.7k 110.17
2020-03-31 $1.0M 10k 97.26
2019-12-31 $1.5M 11k 137.79
2019-09-30 $1.5M 12k 128.74
2019-06-30 $1.6M 13k 125.62
2019-03-31 $1.5M 13k 118.13
2018-12-31 $1.3M 13k 106.39
2018-09-30 $1.5M 13k 121.49
2018-06-30 $1.5M 13k 117.19
2018-03-31 $1.5M 13k 117.82
2017-12-31 $1.5M 13k 119.44
2017-09-30 $1.6M 15k 112.10
2017-06-30 $1.5M 14k 107.54
2017-03-31 $1.6M 15k 104.08
2016-12-31 $1.8M 18k 101.45
2016-09-30 $1.6M 18k 89.99
2016-06-30 $1.6M 19k 85.93
2016-03-31 $1.7M 20k 84.62
2015-12-31 $1.8M 20k 88.36
2015-09-30 $1.7M 20k 84.09
2015-06-30 $1.9M 21k 89.73
2015-03-31 $1.9M 21k 89.03
2014-12-31 $2.0M 22k 90.18
2014-09-30 $1.9M 23k 83.72
2014-06-30 $2.0M 24k 83.16
2014-03-31 $1.8M 22k 81.78
2013-12-31 $2.0M 2.0M 1.00
2013-09-30 $1.9M 25k 73.28
2013-06-30 $1.8M 25k 71.54
2013-03-31 $2.1M 31k 69.51
2012-12-31 $2.0M 32k 60.71

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Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Manufacturers Life Insurance Company
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital

View all funds holding iShares Dow Jones US Financial