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iShares Dow Jones Select Dividend shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.5M 32k 141.14
2025-09-30 $4.6M 32k 142.10
2025-06-30 $4.3M 33k 132.81
2025-03-31 $4.4M 33k 134.29
2024-12-31 $4.3M 33k 131.29
2024-09-30 $4.4M 33k 135.07
2024-06-30 $4.0M 33k 120.98
2024-03-31 $4.0M 33k 123.18
2023-12-31 $3.8M 33k 117.22
2023-09-30 $3.5M 33k 107.64
2023-06-30 $5.6M 50k 113.30
2023-03-31 $3.8M 33k 117.18
2022-12-31 $3.9M 33k 120.60
2022-09-30 $3.4M 32k 107.23
2022-06-30 $3.8M 32k 117.66
2022-03-31 $4.1M 32k 128.13
2021-12-31 $3.9M 32k 122.59
2021-09-30 $3.7M 32k 114.71
2021-06-30 $3.7M 32k 116.62
2021-03-31 $3.7M 33k 114.11
2020-12-31 $3.3M 35k 96.19
2020-09-30 $2.9M 36k 81.54
2020-06-30 $3.0M 37k 80.71
2020-03-31 $3.0M 41k 73.55
2019-12-31 $4.4M 42k 105.67
2019-09-30 $4.4M 43k 101.95
2019-06-30 $1.3M 13k 99.54
2019-03-31 $4.2M 43k 98.17
2018-12-31 $3.8M 43k 89.32
2018-09-30 $4.3M 43k 99.76
2018-06-30 $4.2M 43k 97.74
2018-03-31 $4.1M 44k 95.11
2017-12-31 $4.3M 44k 98.55
2017-09-30 $4.1M 44k 93.65
2017-06-30 $4.0M 44k 92.21
2017-03-31 $4.3M 47k 91.10
2016-12-31 $4.2M 47k 88.57
2016-09-30 $4.1M 48k 85.69
2016-06-30 $4.1M 48k 85.27
2016-03-31 $4.0M 48k 81.67
2015-12-31 $3.6M 48k 75.16
2015-09-30 $3.5M 48k 72.73
2015-06-30 $3.6M 48k 75.14
2015-03-31 $3.7M 48k 77.95
2014-12-31 $3.8M 48k 79.38

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Klingman & Associates

Top funds holding iShares Dow Jones Select Dividend

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
Raymond James Financial
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Goldman Sachs Group
Northside Capital Management

View all funds holding iShares Dow Jones Select Dividend