Pathstone Holdings »

iShares Dow Jones Select Dividend shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 67k 142.10
2025-06-30 $8.4M 63k 132.81
2025-03-31 $9.0M 67k 134.30
2024-12-31 $10M 79k 131.23
2024-09-30 $10M 75k 135.02
2024-06-30 $9.1M 75k 120.95
2024-03-31 $9.0M 73k 123.18
2023-12-31 $9.3M 80k 117.23

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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