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iShares Dow Jones Select Dividend shares owned by Lido Advisors

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

Historical chart of Lido Advisors 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 Lido Advisors 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 113k 142.10
2025-06-30 $14M 107k 132.81
2025-03-31 $12M 88k 134.29
2024-12-31 $12M 88k 131.29
2024-09-30 $9.1M 68k 135.07
2024-06-30 $8.5M 71k 120.98
2024-03-31 $8.4M 68k 123.18
2023-12-31 $8.3M 70k 117.22
2023-09-30 $7.9M 73k 107.64
2023-06-30 $7.1M 62k 113.30
2023-03-31 $3.1M 26k 117.18
2022-12-31 $1.7M 14k 120.61
2022-09-30 $1.2M 11k 107.14
2022-06-30 $1.3M 11k 117.59
2022-03-31 $1.3M 10k 128.11
2021-12-31 $1.3M 10k 122.54
2021-09-30 $1.1M 130k 8.69
2021-06-30 $1.1M 9.7k 116.64
2021-03-31 $1.0M 9.1k 114.14
2020-12-31 $859k 8.9k 96.11
2020-09-30 $753k 9.2k 81.49
2020-06-30 $672k 8.3k 80.77
2020-03-31 $609k 8.3k 73.60
2019-12-31 $874k 8.3k 105.62
2019-09-30 $827k 8.1k 101.94
2019-06-30 $808k 8.1k 99.45
2019-03-31 $809k 8.2k 98.08
2018-12-31 $716k 8.0k 89.31
2018-09-30 $778k 7.7k 100.82
2018-06-30 $985k 10k 97.69
2018-03-31 $714k 7.5k 95.06
2017-12-31 $740k 7.5k 98.52
2017-09-30 $711k 7.5k 94.66
2017-06-30 $693k 7.5k 92.26
2017-03-31 $688k 7.5k 91.59
2016-12-31 $665k 7.5k 88.54
2016-09-30 $628k 7.3k 85.75
2016-06-30 $475k 5.6k 85.29
2016-03-31 $1.1M 14k 81.65

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Lido Advisors

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