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iShares Dow Jones US Healthcare shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares Dow Jones US Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Healthcare by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.9M 136k 65.10
2025-09-30 $619k 11k 58.72
2025-06-30 $636k 11k 56.48
2025-03-31 $928k 15k 60.89
2024-12-31 $293k 5.0k 58.27
2024-09-30 $354k 5.4k 65.00
2024-06-30 $322k 5.3k 61.27
2024-03-31 $412k 6.7k 61.89
2023-12-31 $363k 1.3k 286.22