iShares Trust - iShares Select 배당금 ETF
US ˙ NasdaqGM ˙ US4642871689

SecurityDVY / iShares Trust - iShares Select Dividend ETF
InstitutionLowe Wealth Advisors, LLC
Latest Disclosed Ownership1,017 shares
Latest Disclosed Value $ 144,516
Lowe Wealth Advisors, LLC ownership in DVY / iShares Trust - iShares Select Dividend ETF

On October 16, 2025 - Lowe Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,017 shares of iShares Trust - iShares Select Dividend ETF (US:DVY) valued at $144,516 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 8, 2025 disclosing 1,017 shares of iShares Trust - iShares Select Dividend ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $158,042 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-10-16 2025-09-30 13F iShares Select Dividend ETF 464287168 1,017 0 0.00 145 6.67 0.0528
2025-07-08 2025-06-30 13F iShares Select Dividend ETF 464287168 1,017 0 0.00 135 -0.74 0.0527
2025-04-08 2025-03-31 13F iShares Select Dividend ETF 464287168 1,017 350 52.47 137 56.32 0.0580
2025-01-10 2024-12-31 13F iShares Select Dividend ETF 464287168 667 0 0.00 88 -3.33 0.0373
2024-10-02 2024-09-30 13F iShares Select Dividend ETF 464287168 667 0 0.00 90 12.50 0.0388
2024-07-09 2024-06-30 13F iShares Select Dividend ETF 464287168 667 0 0.00 81 -2.44 0.0368
2024-04-09 2024-03-31 13F iShares Select Dividend ETF 464287168 667 0 0.00 82 5.13 0.0383
2024-01-05 2023-12-31 13F iShares Select Dividend ETF 464287168 667 0 0.00 78 9.86 0.0387
2023-10-23 2023-09-30 13F iShares Select Dividend ETF 464287168 667 0 0.00 72 -5.33 0.0382
2023-07-07 2023-06-30 13F iShares Select Dividend ETF 464287168 667 0 0.00 76 -3.85 0.0383
2023-04-05 2023-03-31 13F iShares Select Dividend ETF 464287168 667 -100 -13.04 78 -15.22 0.0421
2023-01-17 2022-12-31 13F iShares Select Dividend ETF 464287168 767 0 0.00 92 12.20 0.0511
2022-10-06 2022-09-30 13F iShares Select Dividend ETF 464287168 767 79 11.48 82 1.23 0.0483
2022-07-07 2022-06-30 13F iShares Select Dividend ETF 464287168 688 0 0.00 81 -7.95 0.0442
2022-04-08 2022-03-31 13F iShares Select Dividend ETF 464287168 688 0 0.00 88 4.76 0.0398
2022-01-18 2021-12-31 13F iShares Select Dividend ETF 464287168 688 0 0.00 84 6.33 0.0370
2021-10-05 2021-09-30 13F iShares Select Dividend ETF 464287168 688 0 0.00 79 -1.25 0.0375
2021-07-01 2021-06-30 13F iShares Select Dividend ETF 464287168 688 0 0.00 80 1.27 0.0383
2021-04-06 2021-03-31 13F iShares Select Dividend ETF 464287168 688 -60 -8.02 79 9.72 0.0397
2021-01-07 2020-12-31 13F iShares Select Dividend ETF 464287168 748 0 0.00 72 18.03 0.0366
2020-10-16 2020-09-30 13F iShares Select Dividend ETF 464287168 748 0 0.00 61 1.67 0.0339
2020-07-08 2020-06-30 13F iShares Select Dividend ETF 464287168 748 0 0.00 60 9.09 0.0353
2020-04-10 2020-03-31 13F iShares Select Dividend ETF 464287168 748 0 0.00 55 -30.38 0.0387
2020-01-15 2019-12-31 13F iShares Select Dividend ETF 464287168 748 0 0.00 79 3.95 0.0439
2019-10-08 2019-09-30 13F iShares Select Dividend ETF 464287168 748 0 0.00 76 2.70 0.0454
2019-07-10 2019-06-30 13F iShares Select Dividend ETF 464287168 748 160 27.21 74 29.82 0.0444
2019-04-08 2019-03-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 57 7.55 0.0345
2019-01-10 2018-12-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 53 -10.17 0.0362
2018-10-30 2018-09-30 13F iShares Select Dividend ETF 464287168 588 0 0.00 59 3.51 0.0349
2018-07-11 2018-06-30 13F iShares Select Dividend ETF 464287168 588 0 0.00 57 1.79 0.0354
2018-04-06 2018-03-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 56 -3.45 0.0351
2018-01-17 2017-12-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 58 5.45 0.0353
2017-10-05 2017-09-30 13F iShares Select Dividend ETF 464287168 588 0 0.00 55 1.85 0.0344
2017-07-17 2017-06-30 13F iShares Select Dividend ETF 464287168 588 0 0.00 54 0.00 0.0344
2017-04-05 2017-03-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 54 3.85 0.0355
2017-01-20 2016-12-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 52 4.00 0.0356
2016-10-13 2016-09-30 13F iShares Select Dividend ETF 464287168 588 0 0.00 50 0.00 0.0339
2016-07-19 2016-06-30 13F iShares Select Dividend ETF 464287168 588 0 0.00 50 4.17 0.0336
2016-04-11 2016-03-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 48 9.09 0.0329
2016-02-03 2015-12-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 44 2.33 0.0299
2015-12-04 2015-09-30 13F iShares Select Dividend ETF 464287168 588 0 0.00 43 -2.27 0.0326
2015-12-04 2015-06-30 13F iShares Select Dividend ETF 464287168 588 0 0.00 44 -4.35 0.0298
2015-12-07 2015-03-31 13F iShares Select Dividend ETF 464287168 588 0 0.00 46 -2.13 0.0313
2015-12-07 2014-12-31 13F iShares Select Dividend ETF 464287168 588 588 47 0.0336
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.