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iShares Dow Jones U.S. Index Fund shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $680k 4.9k 139.60
2024-06-30 $642k 4.8k 132.32
2024-03-31 $702k 5.5k 128.09
2023-12-31 $746k 6.4k 116.53
2023-09-30 $1.6M 15k 104.48
2023-06-30 $1.7M 15k 108.33
2023-03-31 $1.5M 15k 100.07
2022-12-31 $1.5M 16k 93.45
2022-09-30 $1.4M 16k 87.70
2022-06-30 $1.6M 17k 92.34
2022-03-31 $1.9M 17k 111.37
2021-12-31 $2.0M 17k 117.87
2021-09-30 $1.9M 17k 107.85
2021-06-30 $1.9M 17k 107.99
2021-03-31 $2.2M 22k 99.85
2020-12-31 $2.1M 22k 94.34
2020-09-30 $2.1M 13k 165.39
2020-06-30 $2.2M 15k 153.09
2020-03-31 $1.8M 15k 126.14
2019-12-31 $2.3M 15k 159.20
2019-09-30 $2.2M 15k 147.54
2019-06-30 $2.2M 15k 146.13
2019-03-31 $1.3M 9.5k 141.20
2018-12-31 $1.2M 9.7k 123.30
2018-09-30 $1.4M 9.9k 145.55
2018-06-30 $1.4M 10k 136.37
2018-03-31 $1.4M 11k 132.15
2017-12-31 $1.4M 11k 133.59
2017-09-30 $1.4M 11k 126.01
2017-06-30 $1.4M 11k 121.31
2017-03-31 $1.4M 12k 118.27
2016-12-31 $1.3M 12k 112.09
2016-09-30 $1.3M 12k 108.53
2016-06-30 $1.4M 13k 105.01
2016-03-31 $1.4M 14k 102.49
2015-12-31 $1.5M 14k 101.96
2015-09-30 $1.6M 16k 96.46
2015-06-30 $1.8M 17k 104.27
2015-03-31 $2.2M 21k 105.28
2014-12-31 $2.8M 27k 103.55
2014-09-30 $2.6M 26k 99.16
2014-06-30 $2.5M 25k 99.14
2014-03-31 $2.4M 26k 94.83
2013-12-31 $2.3M 24k 93.34
2013-09-30 $2.0M 24k 85.22
2013-06-30 $1.6M 20k 80.69
2013-03-31 $1.8M 23k 79.09
2012-12-31 $1.6M 22k 71.64
2012-09-30 $1.4M 19k 72.02
2012-06-30 $1.3M 19k 68.15
2011-12-31 $905k 14k 62.98
2011-09-30 $925k 16k 56.55
2011-03-31 $1.2M 18k 67.10
2010-12-31 $1.4M 21k 63.39

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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