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iShares Dow Jones US Financial Svc. shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.0M 103k 77.81
2024-09-30 $7.6M 108k 71.02
2024-06-30 $7.2M 111k 65.21
2024-03-31 $7.7M 116k 66.30
2023-12-31 $7.2M 40k 179.21
2023-09-30 $6.4M 42k 154.64
2023-06-30 $6.8M 42k 163.39
2023-03-31 $6.4M 42k 150.96
2022-12-31 $4.4M 49k 90.09
2022-09-30 $6.7M 48k 141.24
2022-06-30 $6.9M 46k 148.22
2022-03-31 $7.9M 41k 193.09
2021-12-31 $7.9M 41k 193.09
2021-09-30 $11M 60k 188.20
2021-06-30 $6.0M 33k 185.24
2021-03-31 $4.8M 28k 171.27
2020-12-31 $3.6M 24k 150.02
2020-09-30 $729k 6.0k 121.34
2020-06-30 $338k 2.8k 119.52
2019-12-31 $410k 2.7k 152.02
2019-09-30 $386k 2.8k 136.49
2019-06-30 $476k 3.6k 133.97
2019-03-31 $447k 3.6k 124.86
2018-12-31 $499k 4.4k 112.21
2018-09-30 $2.4M 18k 133.30
2018-06-30 $720k 5.5k 130.51
2018-03-31 $1.7M 13k 130.93
2017-12-31 $1.4M 10k 133.32
2017-09-30 $2.7M 22k 121.62
2017-06-30 $2.0M 17k 114.92
2017-03-31 $1.6M 15k 107.66
2016-12-31 $229k 2.1k 108.53
2014-09-30 $32k 373 85.79

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View all positions for Private Advisor

Top funds holding iShares Dow Jones US Financial Svc.

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

View all funds holding iShares Dow Jones US Financial Svc.