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iShares Dow Jones U.S. Index Fund shares owned by Patten & Patten

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

Historical chart of Patten & Patten 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 Patten & Patten 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 Patten & Patten

Quarter filed Position value Share count Share price at filing
2025-09-30 $830k 5.1k 162.48

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Visa Com Cl A (V)
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View all positions for Patten & Patten

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

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

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