Pineridge Advisors »

iShares Dow Jones US Financial shares owned by Pineridge Advisors

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

Historical chart of Pineridge 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 Pineridge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Financial by Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 180 103.69
2024-06-30 $17k 179 94.57

More positions owned by Pineridge Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Vaneck Etf Trust Long Muni Etf (MLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)

View all positions for Pineridge Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Schroder Investment Management Group
Hsbc Holdings
Goldman Sachs Group
LPL Financial
Bank Of Montreal
Northwestern Mutual Wealth Management Company
Green Harvest Asset Management
Wells Fargo & Company
UBS Group
FMR
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Financial