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iShares Dow Jones U.S. Index Fund shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 43k 139.59
2024-06-30 $5.7M 43k 132.31
2024-03-31 $5.1M 40k 128.09
2023-09-30 $3.7M 35k 104.48
2023-06-30 $3.7M 34k 108.33
2023-03-31 $3.4M 34k 100.07
2022-12-31 $3.0M 32k 93.45
2022-09-30 $2.5M 29k 87.70
2022-06-30 $2.6M 28k 92.34
2022-03-31 $3.4M 31k 111.37
2021-12-31 $3.3M 28k 117.86
2021-09-30 $3.3M 31k 107.86
2021-06-30 $3.6M 33k 107.98
2021-03-31 $3.1M 31k 99.86
2020-12-31 $3.5M 37k 94.32
2020-09-30 $2.3M 14k 166.65
2020-06-30 $2.1M 14k 153.04
2020-03-31 $1.8M 14k 126.14
2019-12-31 $2.8M 17k 159.66
2019-09-30 $2.9M 20k 147.56
2019-06-30 $3.1M 21k 146.13
2019-03-31 $2.9M 21k 141.24
2018-12-31 $2.4M 19k 124.47
2018-06-30 $238k 1.7k 136.55
2018-03-31 $230k 1.7k 131.96
2017-12-31 $1.8M 13k 133.53
2017-09-30 $1.7M 14k 126.00
2017-06-30 $1.7M 14k 121.33
2017-03-31 $1.6M 14k 118.38
2016-12-31 $3.2M 29k 112.07
2016-09-30 $6.9M 63k 108.53
2016-06-30 $2.0M 19k 104.65
2016-03-31 $1.5M 14k 102.48
2015-12-31 $1.4M 14k 102.01
2015-09-30 $1.2M 13k 96.45
2015-06-30 $1.5M 14k 104.25
2015-03-31 $1.4M 13k 104.87
2014-12-31 $3.4M 33k 103.55
2014-09-30 $6.1M 61k 99.14
2014-06-30 $13M 134k 99.13
2014-03-31 $13M 136k 94.82
2013-06-30 $6.0M 74k 80.69

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

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

Morgan Stanley
LPL Financial
Pnc Financial Services
Savant Capital Management
Sharp Financial Services
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Envestnet Asset Management
Creative Planning

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