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iShares Dow Jones Select Dividend shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 37k 117.22
2023-09-30 $4.8M 45k 107.64
2023-06-30 $5.4M 48k 113.30
2023-03-31 $6.2M 53k 117.18
2022-12-31 $8.3M 69k 120.60
2022-09-30 $6.4M 60k 107.22
2022-06-30 $6.0M 51k 117.66
2022-03-31 $6.6M 51k 128.12
2021-12-31 $6.2M 51k 122.59
2021-09-30 $5.4M 47k 114.72
2021-06-30 $5.3M 45k 116.61
2021-03-31 $5.2M 46k 114.09
2020-12-31 $4.5M 47k 96.19
2020-09-30 $5.1M 62k 81.54
2020-06-30 $8.7M 108k 80.72
2020-03-31 $7.6M 103k 73.54
2019-12-31 $19M 181k 105.66
2019-09-30 $13M 129k 101.95
2019-06-30 $11M 111k 99.56
2019-03-31 $14M 147k 98.18
2018-12-31 $26M 292k 89.31
2018-09-30 $25M 253k 99.76
2018-06-30 $37M 376k 97.74
2018-03-31 $36M 377k 95.12
2017-12-31 $22M 225k 98.71
2017-09-30 $19M 200k 93.65
2017-06-30 $17M 182k 92.21
2017-03-31 $17M 182k 91.10
2016-12-31 $22M 252k 88.57
2016-09-30 $13M 146k 85.69
2016-06-30 $11M 134k 85.00
2016-03-31 $11M 135k 82.35
2015-12-31 $12M 163k 75.15
2015-09-30 $7.7M 106k 72.75
2015-06-30 $8.4M 112k 75.15
2015-03-31 $9.7M 124k 78.33
2014-12-31 $6.9M 87k 79.40
2014-09-30 $5.6M 76k 73.86
2014-06-30 $4.7M 61k 76.98
2014-03-31 $7.3M 100k 73.32
2013-12-31 $7.9M 111k 71.35
2013-09-30 $7.7M 116k 66.34
2013-06-30 $11M 179k 64.01
2013-03-31 $10M 161k 63.40
2012-12-31 $5.4M 94k 57.24
2012-09-30 $5.0M 87k 57.68
2012-06-30 $4.5M 80k 56.19
2011-12-31 $5.2M 97k 53.77
2011-09-30 $3.4M 71k 48.23
2011-03-31 $2.9M 56k 52.13
2010-12-31 $864k 17k 49.88

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend