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iShares Dow Jones Select Dividend shares owned by Bristlecone Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Bristlecone Advisors from 13F filings

Historical chart of Bristlecone Advisors investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Bristlecone Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $269k 2.2k 123.18
2023-12-31 $282k 2.4k 117.22
2023-09-30 $285k 2.6k 107.64
2023-06-30 $322k 2.8k 113.30
2023-03-31 $480k 4.1k 117.18
2022-12-31 $488k 4.0k 120.60
2022-09-30 $348k 3.2k 107.18
2022-06-30 $374k 3.2k 117.80
2022-03-31 $407k 3.2k 128.19
2021-12-31 $334k 2.7k 122.61
2021-09-30 $403k 3.5k 114.85
2021-06-30 $403k 3.5k 116.51
2021-03-31 $388k 3.4k 114.08
2020-12-31 $356k 3.7k 96.24
2020-09-30 $317k 3.9k 81.57
2020-06-30 $313k 3.9k 80.67
2020-03-31 $420k 5.7k 73.59
2019-12-31 $603k 5.7k 105.66
2019-09-30 $582k 5.7k 101.98
2019-06-30 $568k 5.7k 99.53
2018-12-31 $498k 5.6k 89.30
2018-09-30 $556k 5.6k 99.70
2018-06-30 $242k 2.5k 97.90
2018-03-31 $362k 3.8k 95.09
2017-12-31 $688k 7.0k 98.62
2017-09-30 $735k 7.9k 93.63
2017-06-30 $763k 8.3k 92.19
2017-03-31 $847k 9.3k 91.07
2016-12-31 $899k 10k 88.54
2016-09-30 $2.1M 25k 85.69
2016-06-30 $2.3M 27k 85.28
2016-03-31 $2.3M 28k 81.67
2015-12-31 $2.2M 29k 75.14

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Bristlecone Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Branch Banking & Trust Company
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend