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iShares Dow Jones Transport. Avg. shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in iShares Dow Jones Transport. Avg.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Transport. Avg. held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Transport. Avg. by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 15k 74.51
2017-06-30 $207k 1.2k 172.07
2017-03-31 $208k 1.3k 164.17

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding iShares Dow Jones Transport. Avg.

Menora Mivtachim Holdings
Goldman Sachs Group
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
First Financial Bankshares
Two Sigma Investments
LPL Financial
UBS Group
Barclays
Raymond James Financial
SG Americas Securities
Jpmorgan Chase & Co
Susquehanna International
Commonwealth Equity Services
J. Goldman & Co

View all funds holding iShares Dow Jones Transport. Avg.