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iShares Dow Jones US Financial shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors 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 CoreCap Advisors 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 33k 103.90
2024-03-31 $279k 2.9k 95.65
2023-12-31 $333k 3.9k 85.41
2023-09-30 $475k 6.4k 74.76
2022-12-31 $1.7M 23k 75.47
2022-06-30 $286k 4.1k 70.03
2022-03-31 $432k 5.1k 84.61
2021-12-31 $1.8M 21k 86.71

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View all positions for CoreCap Advisors

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