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

View all positions for Lido 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