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iShares Dow Jones U.S. Index Fund shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund 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 U.S. Index Fund by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 40k 116.53
2023-09-30 $4.3M 42k 104.48
2023-06-30 $4.6M 42k 108.33
2023-03-31 $4.9M 49k 100.07
2022-12-31 $4.7M 50k 93.45
2022-09-30 $4.6M 52k 87.70
2022-06-30 $4.9M 53k 92.36
2022-03-31 $5.9M 53k 111.36
2021-12-31 $7.1M 60k 117.86
2021-09-30 $6.5M 60k 107.87
2021-06-30 $6.8M 63k 107.97
2021-03-31 $6.3M 63k 99.86
2020-12-31 $6.3M 67k 94.32
2020-09-30 $5.6M 34k 167.94
2020-06-30 $5.3M 34k 153.87
2020-03-31 $3.9M 33k 120.65
2019-12-31 $5.2M 33k 160.93
2019-09-30 $4.0M 27k 147.56
2019-06-30 $4.0M 27k 146.14
2019-03-31 $3.9M 27k 141.24
2014-06-30 $3.0k 28 107.14

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
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 U.S. Index Fund

Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Bank Of Montreal
Goldman Sachs Group
Raymond James Financial Services Advisors
Creative Planning
Captrust Financial Advisors
Wealth Enhancement Advisory Services
Wedbush Morgan Securities

View all funds holding iShares Dow Jones U.S. Index Fund