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iShares Dow Jones US Financial Svc. shares owned by Lion Street Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Lion Street Advisors from 13F filings

Historical chart of Lion Street Advisors investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Lion Street Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 1.2k 179.21
2023-12-31 $207k 1.2k 179.21

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View all positions for Lion Street Advisors

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
Baltimore-Washington Financial Advisors
LPL Financial
Janney Montgomery Scott
Jpmorgan Chase & Co
Kozak & Associates
UBS Group
Captrust Financial Advisors

View all funds holding iShares Dow Jones US Financial Svc.