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iShares Dow Jones US Healthcare shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 114k 65.00
2024-06-30 $7.1M 115k 61.27
2024-03-31 $7.3M 118k 61.90
2023-12-31 $7.1M 25k 286.24
2023-09-30 $12M 42k 270.07
2023-06-30 $12M 42k 280.25
2023-03-31 $12M 42k 273.06
2022-12-31 $13M 44k 283.71
2022-09-30 $11M 45k 253.00
2022-06-30 $11M 42k 268.91
2022-03-31 $12M 43k 288.80
2021-12-31 $12M 41k 300.36
2021-09-30 $11M 40k 275.92
2021-06-30 $11M 40k 272.85
2021-03-31 $11M 42k 252.43
2020-12-31 $9.9M 40k 245.91
2020-09-30 $8.3M 37k 227.20
2020-06-30 $7.9M 37k 215.63
2020-03-31 $6.3M 34k 187.79
2019-12-31 $7.8M 36k 215.07
2019-09-30 $6.5M 34k 189.04
2019-06-30 $7.1M 36k 195.26
2019-03-31 $4.3M 22k 193.77
2018-12-31 $4.1M 23k 180.81
2018-09-30 $13M 64k 202.90
2018-06-30 $17M 94k 178.18
2018-03-31 $21M 119k 172.61
2017-12-31 $17M 96k 175.42
2017-09-30 $17M 99k 171.86
2017-06-30 $20M 120k 166.26
2017-03-31 $15M 96k 155.70
2016-12-31 $12M 85k 144.13
2016-09-30 $44M 289k 150.21
2016-06-30 $31M 207k 148.00
2016-03-31 $4.7M 34k 140.56
2015-12-31 $4.6M 30k 150.01
2015-09-30 $3.1M 22k 139.94
2015-06-30 $27M 169k 158.72
2015-03-31 $27M 175k 151.62
2014-12-31 $27M 187k 144.13
2014-09-30 $27M 199k 134.35
2014-06-30 $38M 292k 128.21
2014-03-31 $85M 695k 123.03
2013-12-31 $57M 493k 116.49
2013-09-30 $53M 491k 106.92
2011-03-31 $595k 8.6k 69.12

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding iShares Dow Jones US Healthcare

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

View all funds holding iShares Dow Jones US Healthcare