iShares Dow Jones US Real Estate shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares Dow Jones US Real Estate
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Real Estate held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Real Estate by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $580k | 5.7k | 101.88 |
| 2024-06-30 | $500k | 5.7k | 87.75 |
| 2024-03-31 | $534k | 5.9k | 89.91 |
| 2023-12-31 | $559k | 6.1k | 91.42 |
| 2023-09-30 | $446k | 5.7k | 78.14 |
| 2023-06-30 | $622k | 7.2k | 86.54 |
| 2023-03-31 | $712k | 8.4k | 84.90 |
| 2022-12-31 | $803k | 9.5k | 84.19 |
| 2022-09-30 | $826k | 10k | 81.45 |
| 2022-06-30 | $1.0M | 11k | 92.03 |
| 2022-03-31 | $1.2M | 12k | 108.20 |
| 2021-12-31 | $1.3M | 11k | 116.15 |
| 2021-09-30 | $1.2M | 12k | 102.38 |
| 2021-06-30 | $1.2M | 12k | 101.96 |
| 2021-03-31 | $1.1M | 12k | 91.91 |
| 2020-12-31 | $1.4M | 16k | 85.64 |
| 2020-09-30 | $1.3M | 17k | 79.86 |
| 2020-06-30 | $1.4M | 17k | 80.57 |
| 2020-03-31 | $1.3M | 19k | 69.60 |
| 2019-12-31 | $1.7M | 18k | 93.08 |
| 2019-09-30 | $1.3M | 13k | 93.51 |
| 2019-06-30 | $1.5M | 17k | 87.31 |
| 2019-03-31 | $1.5M | 17k | 87.03 |
| 2018-12-31 | $1.0M | 14k | 74.95 |
| 2018-09-30 | $1.1M | 14k | 77.18 |
| 2018-06-30 | $1.2M | 15k | 80.60 |
| 2018-03-31 | $1.1M | 15k | 75.45 |
| 2017-12-31 | $1.3M | 16k | 81.04 |
| 2017-09-30 | $1.3M | 17k | 79.89 |
| 2017-06-30 | $1.3M | 17k | 79.77 |
| 2017-03-31 | $1.5M | 19k | 78.48 |
| 2016-12-31 | $1.5M | 19k | 76.92 |
Top funds holding iShares Dow Jones US Real Estate
View all funds holding iShares Dow Jones US Real Estate