Lido Advisors »

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

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

Quarterly reported holdings in iShares Dow Jones Select Dividend by Lido Advisors

Quarter filed Position value Share count Share price at filing
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 (SPY)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lido Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend