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iShares Dow Jones US Tele shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Tele (IYZ) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares Dow Jones US Tele

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Tele held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Tele by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 53k 32.26
2025-06-30 $1.5M 51k 29.78
2025-03-31 $1.4M 51k 27.39
2024-12-31 $1.4M 51k 26.83
2024-09-30 $1.2M 49k 25.26
2024-06-30 $1.0M 46k 21.72
2024-03-31 $923k 42k 21.98
2023-12-31 $756k 33k 22.76