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iShares Dow Jones U.S. Index Fund shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 24k 139.59
2024-06-30 $3.2M 24k 132.31
2024-03-31 $3.1M 24k 128.09
2023-12-31 $2.8M 24k 116.53
2023-09-30 $2.5M 24k 104.48
2023-06-30 $2.7M 24k 111.33
2023-03-31 $2.4M 24k 100.07
2022-12-31 $1.8M 27k 67.51
2022-09-30 $2.4M 27k 87.68
2022-06-30 $2.5M 27k 92.38
2022-03-31 $3.2M 27k 117.85
2021-12-31 $3.2M 27k 117.85
2021-09-30 $4.8M 44k 107.85
2021-06-30 $2.7M 25k 107.96
2021-03-31 $2.5M 25k 99.84
2020-12-31 $2.4M 26k 94.32
2020-09-30 $2.1M 14k 156.95
2020-06-30 $2.1M 14k 153.08
2020-03-31 $1.7M 13k 126.18
2019-12-31 $2.1M 13k 159.69
2019-09-30 $645k 4.4k 147.46
2019-06-30 $669k 4.6k 146.23
2019-03-31 $675k 4.8k 141.30
2018-12-31 $616k 4.9k 124.49
2018-09-30 $1.3M 8.7k 145.53
2018-06-30 $997k 7.3k 136.67
2017-12-31 $1.0M 7.4k 137.25
2017-09-30 $1.1M 8.5k 127.36
2017-06-30 $1.0M 8.5k 121.55
2017-03-31 $516k 4.4k 117.70
2016-12-31 $488k 4.3k 113.97
2016-09-30 $487k 4.5k 107.58
2016-06-30 $437k 4.2k 104.60
2016-03-31 $428k 4.2k 102.47
2015-12-31 $446k 4.4k 101.90
2015-09-30 $295k 3.1k 96.53
2015-06-30 $326k 3.1k 104.22
2014-09-30 $59k 600 98.33

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding iShares Dow Jones U.S. Index Fund

Morgan Stanley
LPL Financial
Pnc Financial Services
Savant Capital Management
Sharp Financial Services
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Envestnet Asset Management
Creative Planning

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