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iShares Dow Jones Select Dividend shares owned by Capital Advantage

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

Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-09-30 $869k 6.1k 142.10
2025-06-30 $972k 7.3k 132.81
2025-03-31 $1.0M 7.8k 131.29
2024-12-31 $1.0M 7.8k 131.29
2021-03-31 $250k 2.2k 114.10
2020-12-31 $210k 2.2k 95.85
2019-12-31 $233k 2.2k 106.34

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View all positions for Capital Advantage

Top funds holding iShares Dow Jones Select Dividend

Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Branch Banking & Trust Company
Us Bancorp
Raymond James Financial
Howard Capital Management
Jane Street

View all funds holding iShares Dow Jones Select Dividend