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iShares Dow Jones U.S. Index Fund shares owned by Lido Advisors

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

Historical chart of Lido Advisors 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 Lido Advisors 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 7.7k 132.32
2024-03-31 $875k 6.8k 128.09
2023-12-31 $796k 6.8k 116.53
2023-09-30 $594k 5.7k 104.47

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View all positions for Lido Advisors

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