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iShares Dow Jones Transport. Avg. shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 4.1k 71.71
2025-06-30 $316k 4.6k 68.54
2025-03-31 $271k 4.2k 64.03

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding iShares Dow Jones Transport. Avg.

Morgan Stanley
Goldman Sachs Group
First Financial Bankshares
Two Sigma Investments
Wells Fargo & Company
LPL Financial
UBS Group
Barclays
Healthcare Of Ontario Pension Plan Trust Fund
Hudson Bay Capital Management
Raymond James Financial
Jpmorgan Chase & Co
Commonwealth Equity Services
J. Goldman & Co
Advisor Group Holdings

View all funds holding iShares Dow Jones Transport. Avg.