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iShares Dow Jones U.S. Index Fund shares owned by Aspiriant

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 30k 128.09
2023-12-31 $3.5M 30k 116.53
2023-09-30 $3.1M 30k 104.48
2023-06-30 $3.2M 30k 108.33
2023-03-31 $3.0M 30k 100.07
2022-12-31 $2.8M 30k 93.45
2022-09-30 $2.6M 30k 87.72
2022-06-30 $2.7M 30k 92.35
2022-03-31 $3.3M 30k 111.35
2021-12-31 $3.5M 30k 117.84
2021-09-30 $3.2M 30k 107.85
2021-06-30 $3.2M 30k 107.95
2021-03-31 $3.0M 30k 99.85
2020-12-31 $2.8M 30k 94.30
2020-09-30 $2.7M 16k 166.66
2020-06-30 $2.9M 19k 153.07
2020-03-31 $2.4M 19k 126.15
2019-12-31 $3.0M 19k 159.64
2019-09-30 $2.8M 19k 147.56
2019-06-30 $2.8M 19k 146.13
2019-03-31 $2.7M 19k 141.25
2018-12-31 $2.3M 19k 124.46
2018-09-30 $2.7M 19k 145.54
2018-06-30 $2.6M 19k 136.33
2018-03-31 $2.6M 20k 132.10

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

Top funds holding iShares Dow Jones U.S. Index Fund

Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Bank Of Montreal
Goldman Sachs Group
Raymond James Financial Services Advisors
Creative Planning
Captrust Financial Advisors
Wealth Enhancement Advisory Services
Wedbush Morgan Securities

View all funds holding iShares Dow Jones U.S. Index Fund