CWM »

iShares Dow Jones Select Dividend shares owned by CWM

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

Historical chart of CWM 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 CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones Select Dividend by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 55k 142.09
2025-06-30 $6.9M 52k 132.82
2025-03-31 $6.4M 48k 134.29
2024-12-31 $4.6M 35k 131.28
2024-09-30 $4.3M 32k 135.08
2024-06-30 $3.8M 32k 120.98
2024-03-31 $4.2M 34k 123.17
2023-12-31 $3.9M 33k 117.23
2023-09-30 $2.2M 20k 107.65
2023-06-30 $2.2M 19k 113.28
2023-03-31 $2.3M 20k 117.17
2022-12-31 $2.3M 19k 120.59
2022-09-30 $2.0M 18k 107.24
2022-06-30 $1.9M 16k 117.70
2022-03-31 $1.7M 14k 128.10
2021-12-31 $1.4M 12k 122.59
2021-06-30 $756k 6.5k 116.61
2021-03-31 $756k 6.5k 116.61
2020-12-31 $756k 6.5k 116.61
2020-09-30 $756k 6.5k 116.61
2020-06-30 $756k 6.5k 116.61
2020-03-31 $4.9M 66k 73.54
2019-12-31 $2.1M 20k 105.64
2019-09-30 $334k 3.3k 101.89
2019-06-30 $437k 4.4k 99.64
2019-03-31 $360k 3.7k 98.07
2018-12-31 $283k 3.2k 89.44
2018-09-30 $224k 2.2k 99.64
2018-06-30 $302k 3.1k 97.80
2018-03-31 $203k 2.1k 94.95
2017-12-31 $65k 657 98.93
2017-09-30 $32k 340 94.12
2017-06-30 $31k 340 91.18
2017-03-31 $31k 340 91.18
2016-12-31 $217k 2.5k 88.57
2016-09-30 $210k 2.5k 85.71
2016-06-30 $209k 2.5k 85.31
2016-03-31 $135k 1.6k 81.97
2015-12-31 $81k 1.1k 75.00
2015-09-30 $75k 1.0k 73.10

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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