iShares Dow Jones US Financial Svc. shares owned by Cresset Asset Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Cresset Asset Management
from 13F filings
Historical chart of Cresset Asset Management investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Cresset Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $825k | 9.2k | 89.64 |
| 2025-06-30 | $550k | 6.4k | 85.60 |
| 2025-03-31 | $505k | 6.4k | 78.55 |
| 2024-12-31 | $500k | 6.4k | 77.81 |
| 2024-09-30 | $573k | 8.1k | 71.02 |
| 2024-06-30 | $542k | 8.3k | 65.20 |
| 2024-03-31 | $612k | 9.2k | 66.34 |
| 2023-12-31 | $499k | 2.8k | 179.22 |
| 2023-09-30 | $433k | 2.8k | 155.45 |
| 2023-06-30 | $440k | 2.8k | 157.97 |
| 2023-03-31 | $433k | 2.9k | 151.00 |
| 2022-12-31 | $20M | 124k | 157.71 |
| 2022-09-30 | $17M | 123k | 141.25 |
| 2022-06-30 | $18M | 123k | 148.22 |
| 2022-03-31 | $22M | 123k | 180.32 |
| 2021-12-31 | $24M | 124k | 193.12 |
| 2021-09-30 | $23M | 124k | 188.18 |
| 2021-06-30 | $23M | 123k | 185.23 |
| 2021-03-31 | $21M | 123k | 171.28 |
| 2020-12-31 | $18M | 123k | 150.10 |
| 2020-09-30 | $15M | 123k | 122.02 |
| 2020-06-30 | $15M | 123k | 119.40 |
| 2020-03-31 | $18M | 176k | 102.67 |
| 2019-12-31 | $27M | 176k | 151.82 |
| 2019-09-30 | $24M | 176k | 136.43 |
| 2019-06-30 | $24M | 176k | 133.89 |
| 2019-03-31 | $22M | 176k | 124.81 |
| 2018-12-31 | $17M | 151k | 112.27 |
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