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iShares Dow Jones US Healthcare shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $22M 380k 58.27
2024-09-30 $25M 377k 65.00
2024-06-30 $24M 394k 61.27
2024-03-31 $24M 393k 61.90
2023-12-31 $22M 78k 286.24
2023-09-30 $21M 79k 270.07
2023-06-30 $23M 82k 280.25
2023-03-31 $22M 82k 273.06
2022-12-31 $23M 82k 283.71
2022-09-30 $21M 82k 253.00
2022-06-30 $22M 82k 268.92
2022-03-31 $24M 81k 288.78
2021-12-31 $23M 77k 300.36
2021-09-30 $21M 76k 275.92
2021-06-30 $22M 81k 272.85
2021-03-31 $24M 94k 252.44
2020-12-31 $24M 96k 245.91
2020-09-30 $20M 87k 227.19
2020-06-30 $18M 84k 215.64
2020-03-31 $16M 82k 187.80
2019-12-31 $17M 79k 216.58
2019-09-30 $13M 70k 189.05
2019-06-30 $13M 68k 195.27
2019-03-31 $13M 65k 193.78
2018-12-31 $12M 67k 180.80
2018-09-30 $8.3M 41k 202.90
2018-06-30 $7.2M 40k 178.17
2018-03-31 $7.0M 40k 173.95
2017-12-31 $6.8M 39k 175.87
2017-09-30 $5.9M 34k 170.82
2017-06-30 $5.6M 34k 166.25
2017-03-31 $5.0M 32k 155.69
2016-12-31 $4.0M 28k 143.69
2016-09-30 $4.0M 27k 150.19
2016-06-30 $3.5M 24k 148.04
2016-03-31 $3.2M 23k 140.56
2015-12-31 $4.5M 30k 150.02
2015-09-30 $4.1M 30k 139.90
2015-06-30 $3.5M 27k 128.22
2015-03-31 $4.4M 29k 151.60
2014-12-31 $4.0M 28k 144.14
2014-09-30 $3.7M 27k 134.59
2014-06-30 $3.5M 27k 128.22
2014-03-31 $3.2M 26k 123.01
2013-12-31 $3.0M 26k 116.47

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Alphabet Common Stock (GOOG)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding iShares Dow Jones US Healthcare

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Wells Fargo & Company
Green Harvest Asset Management
Raymond James Financial
Commonwealth Equity Services
Goldman Sachs Group
Raymond James & Associates
Oakworth Capital
Advisor Group Holdings
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones US Healthcare