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iShares Dow Jones Select Dividend shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 198k 135.07
2024-06-30 $23M 193k 120.87
2024-03-31 $24M 191k 123.18
2023-12-31 $23M 192k 117.22
2023-09-30 $23M 211k 107.64
2023-06-30 $27M 236k 113.64
2023-03-31 $29M 246k 117.18
2022-12-31 $2.0M 247k 8.11
2022-09-30 $26M 245k 107.22
2022-06-30 $29M 248k 117.67
2022-03-31 $28M 229k 122.59
2021-12-31 $28M 229k 122.59
2021-09-30 $29M 251k 114.72
2021-06-30 $27M 228k 116.62
2021-03-31 $26M 227k 114.10
2020-12-31 $22M 227k 96.18
2020-09-30 $21M 258k 81.48
2020-06-30 $22M 275k 80.72
2020-03-31 $24M 328k 73.54
2019-12-31 $36M 343k 105.66
2019-09-30 $34M 336k 102.05
2019-06-30 $33M 331k 98.88
2019-03-31 $27M 280k 97.41
2018-12-31 $24M 265k 89.31
2018-09-30 $26M 256k 99.76
2018-06-30 $12M 125k 97.70
2018-03-31 $14M 144k 95.12
2017-12-31 $12M 126k 97.65
2017-09-30 $20M 208k 94.09
2017-06-30 $18M 194k 91.42
2017-03-31 $17M 307k 56.74
2016-12-31 $14M 153k 88.98
2016-09-30 $15M 175k 84.31
2016-06-30 $15M 166k 91.52
2016-03-31 $13M 149k 88.63
2015-12-31 $11M 142k 75.15
2015-09-30 $9.7M 134k 72.75
2015-06-30 $7.8M 104k 75.20
2015-03-31 $8.1M 103k 77.94
2014-12-31 $13M 170k 78.44
2014-09-30 $12M 166k 73.86
2014-06-30 $12M 161k 76.98
2014-03-31 $11M 144k 73.32
2013-12-31 $8.6M 121k 71.35

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Apple (AAPL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
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
Us Bancorp
Branch Banking & Trust Company
UBS Group
Howard Capital Management
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend