iShares Dow Jones US Real Estate shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $75k | 851 | 88.13 |
| 2024-03-31 | $77k | 851 | 90.48 |
| 2023-12-31 | $94k | 1.0k | 91.89 |
| 2023-09-30 | $192k | 2.5k | 78.30 |
| 2023-06-30 | $493k | 5.7k | 86.45 |
| 2023-03-31 | $559k | 6.6k | 84.88 |
| 2022-12-31 | $554k | 6.6k | 84.12 |
| 2022-09-30 | $536k | 6.6k | 81.38 |
| 2022-06-30 | $606k | 6.6k | 92.01 |
| 2022-03-31 | $713k | 6.6k | 108.26 |
| 2021-12-31 | $765k | 6.6k | 116.16 |
| 2021-09-30 | $674k | 6.6k | 102.34 |
| 2021-06-30 | $671k | 6.6k | 101.88 |
| 2021-03-31 | $605k | 6.6k | 91.86 |
| 2020-12-31 | $564k | 6.6k | 85.64 |
| 2020-09-30 | $526k | 6.6k | 79.87 |
| 2020-06-30 | $557k | 7.1k | 78.75 |
| 2020-03-31 | $431k | 6.2k | 69.63 |
| 2019-12-31 | $576k | 6.2k | 93.05 |
| 2019-09-30 | $1.6M | 17k | 91.87 |
| 2019-06-30 | $554k | 6.3k | 87.33 |
| 2019-03-31 | $1.0M | 12k | 87.00 |
| 2018-12-31 | $991k | 13k | 74.91 |
| 2018-09-30 | $902k | 11k | 80.01 |
| 2018-06-30 | $908k | 11k | 80.55 |
| 2018-03-31 | $860k | 11k | 75.45 |
| 2017-12-31 | $899k | 11k | 81.03 |
| 2017-09-30 | $763k | 9.6k | 79.85 |
| 2017-06-30 | $762k | 9.6k | 79.75 |
| 2017-03-31 | $750k | 9.6k | 78.49 |
| 2016-12-31 | $735k | 9.6k | 76.92 |
| 2016-09-30 | $678k | 8.4k | 80.59 |
| 2016-06-30 | $693k | 8.4k | 82.37 |
| 2016-03-31 | $424k | 5.5k | 77.80 |
| 2015-12-31 | $409k | 5.5k | 75.05 |
| 2015-09-30 | $367k | 5.2k | 70.88 |
| 2015-06-30 | $371k | 5.2k | 71.24 |
| 2015-03-31 | $413k | 5.2k | 79.30 |
| 2014-12-31 | $400k | 5.2k | 76.80 |
| 2014-09-30 | $360k | 5.2k | 69.12 |
| 2014-06-30 | $374k | 5.2k | 71.81 |
| 2014-03-31 | $352k | 5.2k | 67.59 |
| 2013-12-31 | $319k | 5.1k | 63.06 |
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