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iShares Dow Jones US Financial Svc. shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $104M 1.5M 71.02
2024-06-30 $99M 1.5M 65.21
2024-03-31 $89M 1.3M 66.30
2023-09-30 $76M 492k 154.64
2023-06-30 $40M 253k 157.99
2023-03-31 $39M 259k 150.96
2022-12-31 $51M 322k 157.52
2022-09-30 $48M 337k 141.24
2022-06-30 $49M 331k 148.22
2022-03-31 $168M 930k 180.33
2021-12-31 $177M 915k 193.08
2021-09-30 $150M 796k 188.18
2021-06-30 $142M 769k 185.23
2021-03-31 $32M 186k 171.27
2020-12-31 $9.8M 65k 150.05
2020-09-30 $338M 2.8M 122.02
2020-06-30 $294M 2.5M 119.40
2020-03-31 $3.7M 36k 102.66
2019-12-31 $7.1M 47k 151.83
2019-09-30 $5.4M 40k 136.44
2019-06-30 $5.2M 39k 133.89
2019-03-31 $7.5M 60k 124.80
2018-12-31 $12M 107k 112.27
2018-09-30 $9.1M 68k 133.29
2018-06-30 $14M 109k 129.62
2018-03-31 $11M 87k 130.27
2017-12-31 $12M 93k 130.46
2017-09-30 $12M 97k 119.85
2017-06-30 $8.3M 73k 113.35
2017-03-31 $13M 121k 109.11
2016-12-31 $9.9M 94k 106.27
2016-09-30 $5.9M 67k 87.76
2015-12-31 $3.9M 44k 89.99
2015-09-30 $4.2M 49k 85.48
2014-12-31 $5.2M 57k 91.82
2014-09-30 $1.0k 15 66.67
2014-06-30 $1.0k 15 66.67
2014-03-31 $2.3M 28k 84.89
2013-12-31 $1.9M 23k 83.74
2013-09-30 $20M 264k 74.11
2013-06-30 $1.8M 25k 71.51

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Circle Wealth Management
Jpmorgan Chase & Co
International Assets Investment Management
Kozak & Associates
Janney Montgomery Scott

View all funds holding iShares Dow Jones US Financial Svc.