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iShares Dow Jones Select Dividend shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove 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 Crescent Grove 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 Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 17k 123.18
2023-12-31 $1.9M 17k 117.22
2023-09-30 $2.4M 22k 109.10
2023-06-30 $2.7M 23k 113.30
2023-03-31 $2.7M 23k 117.18
2022-12-31 $2.8M 23k 120.60
2022-09-30 $2.2M 21k 107.22
2022-06-30 $2.2M 19k 117.69
2022-03-31 $2.8M 22k 128.11
2021-12-31 $2.6M 21k 122.60
2021-09-30 $2.4M 21k 114.72
2021-06-30 $2.3M 20k 116.63
2021-03-31 $2.2M 19k 114.10
2020-12-31 $1.8M 19k 96.20
2020-09-30 $1.6M 20k 81.54
2020-06-30 $1.8M 22k 80.74
2020-03-31 $1.7M 23k 73.54
2019-12-31 $3.8M 36k 105.66
2019-09-30 $3.4M 34k 101.95
2019-06-30 $3.1M 31k 99.55
2019-03-31 $2.3M 23k 98.20
2018-12-31 $2.1M 24k 89.31
2018-09-30 $3.1M 30k 100.61
2018-06-30 $2.6M 27k 98.55
2018-03-31 $2.5M 27k 95.10
2017-12-31 $2.4M 25k 98.57
2017-09-30 $2.4M 26k 93.67
2017-06-30 $2.4M 27k 92.21

More positions owned by Crescent Grove Advisors

Zurn Water Solutions Comm (ZWS)
Dun & Bradstreet Holdings Comm (DNB)
iShares S&P 500 ETF Etf (IVV)
Fidelity National Info Srvcs Comm (FIS)
NCR Voyix Comm (VYX)
CDW Corporation Comm (CDW)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market ETF Etf (VTI)
NCR Atleos Comm (NATL)
iShares Core S&P Small-Cap ETF Etf (IJR)
Intercontinental Comm (ICE)
Apple Comm (AAPL)
Invesco Powershares QQQ ETF Etf (QQQ)
iShares Core S&P Total US Stock Market ETF Etf (ITOT)
iShares Core S&P Mid-Cap ETF Etf (IJH)

View all positions for Crescent Grove Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Branch Banking & Trust Company
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend