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iShares Dow Jones US Aerospace & Def.ETF shares owned by ProVise Management Group

Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by ProVise Management Group from 13F filings

Historical chart of ProVise Management Group investment in iShares Dow Jones US Aerospace & Def.ETF

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All positions including iShares Dow Jones US Aerospace & Def.ETF held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by ProVise Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 8.4k 131.93
2023-12-31 $1.1M 8.4k 126.60
2023-09-30 $886k 8.4k 105.97
2023-06-30 $908k 7.8k 116.67
2023-03-31 $562k 4.9k 115.08

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

Top funds holding iShares Dow Jones US Aerospace & Def.ETF

Bank of America Corporation
Morgan Stanley
LPL Financial
Global Assets Advisory
Ameriprise Financial
Wells Fargo & Company
UBS Group
Richard Bernstein Advisors
Royal Bank of Canada
Goldman Sachs Group
Advisor Group Holdings
Citadel Advisors
Stifel Financial
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Aerospace & Def.ETF