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iShares Dow Jones Select Dividend shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2025-09-30 $888k 6.3k 142.10
2025-06-30 $830k 6.3k 132.81
2025-03-31 $839k 6.3k 134.29
2024-12-31 $801k 6.1k 131.29
2024-09-30 $825k 6.1k 135.07
2024-06-30 $739k 6.1k 120.98
2024-03-31 $752k 6.1k 123.18
2023-12-31 $753k 6.4k 117.22
2023-09-30 $726k 6.7k 107.64
2023-06-30 $765k 6.7k 113.30
2023-03-31 $1.4M 12k 117.18
2022-12-31 $1.4M 11k 120.60
2022-09-30 $1.2M 12k 107.31
2022-06-30 $1.4M 12k 117.56
2022-03-31 $1.6M 13k 128.09
2021-12-31 $1.6M 13k 122.76
2021-09-30 $1.2M 10k 114.71
2021-06-30 $1.2M 10k 116.63
2021-03-31 $1.1M 9.2k 114.13
2020-12-31 $1.2M 13k 96.20
2020-09-30 $714k 8.8k 81.47
2020-06-30 $707k 8.8k 80.67
2020-03-31 $645k 8.8k 73.60
2019-12-31 $773k 7.3k 105.66
2019-09-30 $270k 2.6k 102.12
2019-06-30 $263k 2.6k 99.47
2019-03-31 $264k 2.7k 98.00
2018-12-31 $240k 2.7k 89.09
2018-09-30 $269k 2.7k 99.85
2018-06-30 $263k 2.7k 97.62
2018-03-31 $313k 3.3k 95.02
2017-09-30 $252k 2.7k 93.54
2017-06-30 $302k 3.3k 92.07
2017-03-31 $294k 3.2k 91.02

More positions owned by Aspiriant

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

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