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iShares Dow Jones US Real Estate shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Real Estate by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 157k 100.91
2024-06-30 $5.0M 57k 88.00

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding iShares Dow Jones US Real Estate

Barclays
Jane Street
WealthNavi
Cibc World Markets
Bank of America Corporation
Susquehanna International
Morgan Stanley
Citadel Advisors
Bnp Paribas Arbitrage, Snc
One William Street Capital Management
Goldman Sachs Group
Wolverine Trading
Squarepoint Ops
BlackRock
Twin Tree Management

View all funds holding iShares Dow Jones US Real Estate