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iShares Dow Jones Select Dividend shares owned by AlTi Global

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

Historical chart of AlTi Global 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 AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 95k 142.12
2025-06-30 $14M 107k 132.80
2025-03-31 $15M 112k 134.29
2024-12-31 $22M 162k 134.80
2024-09-30 $22M 164k 135.07
2024-06-30 $20M 165k 120.98
2024-03-31 $18M 144k 123.18
2023-12-31 $17M 147k 117.22

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchange-traded No Amer Energy (EMLP)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for AlTi Global

Top funds holding iShares Dow Jones Select Dividend

Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Branch Banking & Trust Company
Us Bancorp
Raymond James Financial
Howard Capital Management
Jane Street

View all funds holding iShares Dow Jones Select Dividend