iShares Dow Jones US Real Estate shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment 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 Optimum Investment 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 Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $152k | 1.5k | 101.87 |
| 2024-06-30 | $132k | 1.5k | 87.75 |
| 2024-03-31 | $131k | 1.5k | 89.91 |
| 2023-12-31 | $115k | 1.3k | 91.43 |
| 2023-09-30 | $95k | 1.2k | 78.14 |
| 2023-06-30 | $114k | 1.3k | 86.51 |
| 2023-03-31 | $109k | 1.3k | 84.90 |
| 2022-12-31 | $105k | 1.3k | 84.20 |
| 2022-09-30 | $86k | 1.1k | 81.13 |
| 2022-06-30 | $99k | 1.1k | 91.67 |
| 2022-03-31 | $157k | 1.4k | 108.50 |
| 2021-12-31 | $175k | 1.5k | 115.89 |
| 2021-09-30 | $150k | 1.5k | 102.39 |
| 2021-06-30 | $170k | 1.7k | 102.16 |
| 2021-03-31 | $113k | 1.2k | 91.87 |
| 2020-12-31 | $156k | 1.8k | 85.48 |
| 2020-09-30 | $161k | 2.0k | 79.58 |
| 2020-06-30 | $176k | 2.2k | 78.92 |
| 2020-03-31 | $165k | 2.4k | 69.59 |
| 2019-12-31 | $220k | 2.4k | 92.87 |
| 2019-09-30 | $233k | 2.5k | 93.65 |
| 2019-06-30 | $209k | 2.4k | 87.30 |
| 2019-03-31 | $217k | 2.5k | 87.01 |
| 2018-12-31 | $151k | 2.0k | 74.98 |
| 2018-09-30 | $152k | 1.9k | 80.17 |
| 2018-06-30 | $145k | 1.8k | 80.65 |
| 2018-03-31 | $112k | 1.5k | 75.27 |
| 2015-03-31 | $63k | 789 | 79.85 |
| 2014-12-31 | $61k | 789 | 77.31 |
| 2014-09-30 | $42k | 556 | 75.54 |
| 2014-06-30 | $40k | 555 | 72.07 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors
Top funds holding iShares Dow Jones US Real Estate
View all funds holding iShares Dow Jones US Real Estate