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iShares Dow Jones U.S. Index Fund shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $844k 6.0k 139.53
2024-06-30 $800k 6.0k 132.25
2024-03-31 $775k 6.0k 128.12
2023-12-31 $705k 6.0k 116.55
2023-09-30 $632k 6.0k 104.48
2023-06-30 $655k 6.0k 108.28
2023-03-31 $605k 6.0k 100.10
2022-12-31 $612k 6.5k 93.52
2022-09-30 $574k 6.5k 87.71
2022-06-30 $651k 7.0k 92.42
2022-03-31 $840k 7.5k 111.35
2021-12-31 $913k 7.7k 117.90
2021-09-30 $835k 7.7k 107.83
2021-06-30 $838k 7.8k 107.93
2021-03-31 $775k 7.8k 99.82
2020-12-31 $840k 8.9k 94.28
2020-09-30 $826k 5.0k 166.70
2020-06-30 $758k 5.0k 152.98
2020-03-31 $625k 5.0k 126.14
2019-12-31 $791k 5.0k 159.64
2019-09-30 $731k 5.0k 147.53
2019-06-30 $724k 5.0k 146.12
2019-03-31 $700k 5.0k 141.27
2018-12-31 $647k 5.2k 124.38
2018-09-30 $757k 5.2k 145.52
2018-06-30 $709k 5.2k 136.29
2018-03-31 $740k 5.6k 132.10
2017-12-31 $755k 5.7k 133.58
2017-09-30 $712k 5.7k 125.97
2017-06-30 $686k 5.7k 121.37
2017-03-31 $668k 5.7k 118.19
2016-12-31 $633k 5.7k 112.00
2016-09-30 $613k 5.7k 108.46
2016-06-30 $588k 5.6k 104.55
2016-03-31 $577k 5.6k 102.60
2015-12-31 $573k 5.6k 101.88
2015-09-30 $543k 5.6k 96.55
2015-06-30 $586k 5.6k 104.20
2015-03-31 $590k 5.6k 104.91
2014-12-31 $582k 5.6k 103.49

More positions owned by Sonata Capital

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Ishares Russell 1000 Value Etf Etf (IWD)
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Apple (AAPL)
Vanguard Total Stock Market Et Etf (VTI)
Vanguard High Dividend Yield E Etf (VYM)
Amazon (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

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