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iShares Dow Jones Select Dividend shares owned by Creative Planning

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

Historical chart of Creative Planning investment in iShares Dow Jones Select Dividend

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All positions including iShares Dow Jones Select Dividend held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $38M 283k 135.08
2024-06-30 $34M 283k 121.02
2024-03-31 $35M 287k 123.18
2023-12-31 $35M 294k 117.22
2023-09-30 $30M 278k 107.64
2023-06-30 $35M 309k 113.30
2023-03-31 $35M 297k 117.18
2022-12-31 $36M 300k 120.60
2022-09-30 $31M 293k 107.22
2022-06-30 $33M 279k 117.67
2022-03-31 $33M 260k 128.13
2021-12-31 $31M 250k 122.59
2021-09-30 $29M 252k 114.72
2021-06-30 $32M 274k 116.62
2021-03-31 $28M 248k 114.10
2020-12-31 $25M 254k 96.18
2020-09-30 $21M 258k 81.54
2020-06-30 $21M 262k 80.72
2020-03-31 $21M 283k 73.54
2019-12-31 $18M 174k 105.66
2019-09-30 $19M 185k 101.90
2019-06-30 $18M 181k 99.56
2019-03-31 $17M 174k 98.18
2018-12-31 $16M 179k 89.31
2018-09-30 $11M 113k 99.76
2018-06-30 $11M 113k 97.74
2018-03-31 $11M 112k 95.12
2017-12-31 $11M 108k 98.56
2017-09-30 $9.8M 104k 93.65
2017-06-30 $9.8M 107k 92.21
2017-03-31 $9.8M 107k 91.10
2016-12-31 $9.8M 111k 88.57
2016-09-30 $9.3M 109k 85.69
2016-06-30 $8.0M 94k 85.28
2016-03-31 $8.1M 100k 81.67
2015-12-31 $7.3M 97k 75.15
2015-09-30 $7.6M 104k 72.75
2015-06-30 $4.8M 63k 75.15
2015-03-31 $5.2M 67k 77.93
2014-12-31 $5.0M 63k 79.40
2014-09-30 $4.2M 57k 73.86
2014-06-30 $3.9M 50k 76.98
2014-03-31 $3.8M 52k 73.32
2013-12-31 $4.7M 67k 71.35
2013-09-30 $4.6M 70k 66.34
2013-06-30 $3.3M 52k 64.01
2012-12-31 $2.7M 48k 57.24
2012-09-30 $2.8M 49k 57.69
2012-06-30 $2.6M 47k 56.18
2011-12-31 $2.5M 46k 53.77

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

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