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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
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 Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend