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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
2025-03-31 $1.8M 16k 112.85
2024-12-31 $1.7M 16k 110.58
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
Morgan Stanley
Phoenix Holdings
LPL Financial
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Green Harvest Asset Management
Wells Fargo & Company
BlackRock
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Steward Partners Investment Advisory
Pinkerton Retirement Specialists
Royal Bank of Canada

View all funds holding iShares Dow Jones US Financial