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iShares Dow Jones US Reg Banks Ind. shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 40k 43.38
2023-09-30 $4.3M 127k 33.60
2023-06-30 $4.5M 134k 33.85
2023-03-31 $4.5M 126k 35.79
2022-12-31 $3.5M 73k 47.64
2022-09-30 $3.6M 76k 47.76
2022-06-30 $8.2M 166k 49.28
2022-03-31 $6.2M 105k 58.92
2021-12-31 $4.3M 70k 61.77
2021-09-30 $2.3M 38k 60.56
2021-06-30 $2.7M 48k 57.53
2021-03-31 $2.7M 47k 56.67
2020-12-31 $521k 12k 45.33
2020-09-30 $1.3M 39k 32.74
2020-06-30 $281k 8.3k 33.76
2020-03-31 $228k 7.9k 28.90
2019-12-31 $592k 12k 50.93
2019-09-30 $499k 11k 46.52
2019-06-30 $1.1M 24k 45.90
2019-03-31 $977k 23k 43.47
2018-12-31 $542k 14k 39.85
2017-06-30 $147k 3.2k 45.29
2017-03-31 $893k 20k 44.80
2016-12-31 $6.0M 133k 45.38
2016-06-30 $75k 2.3k 32.34
2016-03-31 $38k 1.2k 32.09
2015-12-31 $56k 1.6k 34.70
2015-09-30 $55k 1.6k 33.97
2015-06-30 $10M 277k 36.61
2015-03-31 $7.9M 227k 34.87

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding iShares Dow Jones US Reg Banks Ind.

Morgan Stanley
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Jpmorgan Chase & Co
Us Bancorp
Wells Fargo & Company
Royal Bank of Canada
LPL Financial
Citadel Advisors
Raymond James Financial Services Advisors
Susquehanna International
UBS Group
Ameriprise Financial
Branch Banking & Trust Company
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Reg Banks Ind.