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iShares Dow Jones US Real Estate shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 132k 15.50
2023-09-30 $1.8M 132k 13.56
2023-06-30 $1.9M 23k 86.54
2023-03-31 $2.1M 25k 84.90
2022-12-31 $2.3M 27k 84.19
2022-09-30 $2.4M 30k 81.41
2022-06-30 $2.4M 26k 91.97
2022-03-31 $2.4M 22k 108.24
2021-12-31 $1.9M 16k 116.15
2021-09-30 $1.5M 15k 102.42
2021-06-30 $3.9M 39k 101.95
2021-03-31 $3.8M 41k 91.93
2020-12-31 $3.9M 46k 85.64
2020-09-30 $3.6M 44k 81.37
2020-06-30 $4.2M 53k 80.58
2020-03-31 $3.2M 49k 64.98
2019-12-31 $6.6M 72k 92.05
2019-09-30 $6.6M 71k 93.54
2019-06-30 $7.8M 89k 87.31
2019-03-31 $8.4M 96k 87.04
2018-12-31 $10M 137k 74.94
2018-09-30 $14M 172k 80.80
2018-06-30 $18M 225k 81.35
2018-03-31 $19M 249k 74.43
2017-12-31 $22M 275k 81.01
2017-09-30 $19M 257k 74.06
2017-06-30 $51M 642k 79.88
2017-03-31 $56M 707k 78.49
2016-12-31 $54M 697k 76.94
2016-09-30 $52M 628k 82.39
2016-03-31 $57M 736k 77.86
2015-12-31 $54M 725k 75.08
2015-09-30 $52M 732k 70.95
2015-06-30 $70k 1.2k 59.73
2015-03-31 $50M 629k 79.32
2014-12-31 $48M 625k 76.84
2014-09-30 $44M 631k 69.20
2014-06-30 $59M 827k 71.79
2014-03-31 $47M 697k 67.49
2013-12-31 $23M 356k 63.08
2013-09-30 $41M 640k 63.79
2013-06-30 $40M 606k 66.43
2013-03-31 $39M 560k 69.48
2012-12-31 $32M 501k 64.67
2012-09-30 $26M 407k 64.55
2012-06-30 $24M 364k 64.92
2012-03-31 $18M 290k 62.30
2011-12-31 $15M 263k 56.81
2011-09-30 $12M 241k 50.57
2011-06-30 $16M 262k 60.30
2011-03-31 $15M 248k 59.40

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
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Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding iShares Dow Jones US Real Estate

Barclays
WealthNavi
Bnp Paribas Arbitrage, Snc
Citadel Advisors
UBS Group
Goldman Sachs Group
Bank of America Corporation
Bank Of Montreal
Wolverine Trading
Schonfeld Strategic Advisors
Royal Bank of Canada
One William Street Capital Management
Citigroup
Balyasny Asset Management
Stifel Financial

View all funds holding iShares Dow Jones US Real Estate