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iShares Dow Jones Select Dividend shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment Management 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 Tortoise Investment Management 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $174k 1.3k 135.09
2024-06-30 $156k 1.3k 121.00
2024-03-31 $135k 1.1k 123.18
2023-12-31 $125k 1.1k 113.91
2023-09-30 $118k 1.1k 107.64
2023-06-30 $124k 1.1k 113.30
2023-03-31 $129k 1.1k 117.18
2022-12-31 $132k 1.1k 120.60
2022-09-30 $118k 1.1k 107.47
2022-06-30 $129k 1.1k 117.49
2022-03-31 $141k 1.1k 128.42
2021-12-31 $135k 1.1k 122.95
2021-09-30 $126k 1.1k 114.75
2021-06-30 $128k 1.1k 116.58
2021-03-31 $125k 1.1k 113.84
2020-12-31 $106k 1.1k 96.54
2020-09-30 $90k 1.1k 81.97
2020-06-30 $89k 1.1k 81.06
2020-03-31 $104k 1.4k 73.71
2019-12-31 $149k 1.4k 105.60
2019-09-30 $112k 1.1k 102.00
2019-06-30 $189k 1.9k 99.79
2019-03-31 $186k 1.9k 98.20
2018-12-31 $143k 1.6k 89.60
2018-09-30 $159k 1.6k 99.62
2018-06-30 $78k 800 97.50
2018-03-31 $76k 800 95.00
2017-12-31 $81k 820 98.78
2017-09-30 $77k 820 93.90
2017-06-30 $76k 820 92.68
2017-03-31 $75k 820 91.46
2016-12-31 $73k 820 89.02
2016-09-30 $70k 820 85.37
2016-06-30 $70k 820 85.37
2016-03-31 $65k 800 81.25
2015-12-31 $60k 800 75.00
2015-09-30 $58k 800 72.50
2015-06-30 $60k 800 75.00

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Cmbs Etf (CMBS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Doubleline Etf Trust Mortgage Etf (DMBS)

View all positions for Tortoise Investment Management

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