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iShares Dow Jones Select Dividend shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 94k 135.07
2024-06-30 $11M 89k 120.98
2024-03-31 $11M 88k 123.18
2023-12-31 $11M 93k 117.22
2023-09-30 $10M 95k 107.64
2023-06-30 $12M 103k 113.30
2023-03-31 $14M 116k 117.18
2022-12-31 $13M 109k 120.60
2022-09-30 $11M 106k 107.22
2022-06-30 $10M 86k 117.67
2022-03-31 $9.2M 72k 128.13
2021-12-31 $8.1M 66k 122.59
2021-09-30 $7.6M 66k 114.72
2021-06-30 $6.3M 54k 116.61
2021-03-31 $6.0M 53k 114.09
2020-12-31 $5.2M 54k 96.19
2020-09-30 $4.1M 50k 81.33
2020-06-30 $4.8M 60k 80.05
2020-03-31 $3.9M 56k 69.69
2019-12-31 $5.3M 51k 105.33
2019-09-30 $5.2M 51k 101.95
2019-06-30 $5.0M 50k 99.56
2019-03-31 $4.8M 49k 98.18
2018-12-31 $5.3M 60k 89.30
2018-09-30 $4.9M 49k 100.62
2018-06-30 $5.3M 55k 97.73
2018-03-31 $4.6M 50k 93.46
2017-12-31 $7.7M 78k 98.56
2017-09-30 $6.9M 74k 93.66
2017-06-30 $5.5M 59k 92.23
2017-03-31 $6.3M 69k 91.10
2016-12-31 $3.7M 42k 88.58
2016-09-30 $844k 9.9k 85.30
2016-03-31 $2.2M 27k 81.67
2015-12-31 $3.6M 48k 75.15
2015-09-30 $1.4M 19k 72.74
2015-06-30 $838k 11k 75.12
2015-03-31 $1.6M 20k 77.94
2014-12-31 $978k 12k 79.36
2014-09-30 $868k 12k 73.84
2014-06-30 $1.7M 22k 77.00
2014-03-31 $1.8M 25k 73.17
2013-12-31 $1.7M 23k 71.36
2013-09-30 $1.2M 18k 66.32
2013-06-30 $1.7M 26k 64.01
2013-03-31 $12M 192k 63.40
2012-12-31 $1.5M 26k 57.23
2012-09-30 $3.5M 61k 58.17
2012-06-30 $2.3M 39k 57.39
2012-03-31 $1.0M 18k 55.96
2011-09-30 $71k 1.5k 47.97

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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