iShares Dow Jones US Financial Svc. shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 162k | 89.64 |
| 2025-06-30 | $14M | 165k | 85.60 |
| 2025-03-31 | $13M | 167k | 78.55 |
| 2024-12-31 | $13M | 170k | 77.81 |
| 2024-09-30 | $13M | 185k | 71.02 |
| 2024-06-30 | $10M | 159k | 65.21 |
| 2024-03-31 | $12M | 177k | 66.30 |
| 2023-12-31 | $11M | 60k | 179.21 |
| 2023-09-30 | $9.5M | 61k | 154.64 |
| 2023-06-30 | $9.4M | 60k | 157.99 |
| 2023-03-31 | $244k | 1.6k | 150.95 |
| 2022-12-31 | $251k | 1.6k | 157.49 |
| 2022-09-30 | $214k | 1.5k | 141.25 |
| 2022-06-30 | $230k | 1.6k | 148.29 |
| 2022-03-31 | $279k | 1.5k | 180.12 |
| 2021-12-31 | $194k | 1.0k | 193.03 |
| 2021-09-30 | $188k | 1.0k | 187.62 |
| 2021-06-30 | $116k | 627 | 185.01 |
| 2021-03-31 | $75k | 440 | 170.45 |
| 2020-12-31 | $66k | 440 | 150.00 |
| 2020-09-30 | $48k | 392 | 122.45 |
| 2020-06-30 | $46k | 392 | 117.35 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors
Top funds holding iShares Dow Jones US Financial Svc.
View all funds holding iShares Dow Jones US Financial Svc.