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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
2024-09-30 $290k 2.1k 135.07
2024-06-30 $260k 2.2k 120.98
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)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Large Cap Etf (VV)
Alphabet Cap Stk Cl A (GOOGL)
Arthur J. Gallagher & Co. (AJG)

View all positions for Bristlecone Advisors

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