DVY ISHARES TR

Ownership history in CABANA LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which CABANA LLC reported a position in ISHARES TR (DVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
13.14% (2024 Q3)
Avg. % of fund
4.74%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,814 -13,198 -66.0% 7.21% $962K $140.07
2024 Q4 ADDED 20,012 +2,540 +14.5% 13.00% $2.6M $125.51
2024 Q3 REDUCED 17,472 -6,211 -26.2% 13.14% $2.4M $127.88
2024 Q2 ADDED 23,683 +23,670 +182076.9% 13.12% $2.9M $113.23
2020 Q2 REDUCED 13 -12,534 -99.9% 0.00% $1K $65.51
2019 Q4 ADDED 12,547 +2,007 +19.0% 0.16% $1.3M $83.76
2019 Q3 REDUCED 10,540 -639,934 -98.4% 0.14% $1.1M $80.13
2019 Q2 ADDED 650,474 +645,733 +13620.2% 9.71% $63.1M $77.52
2019 Q1 REDUCED 4,741 -1,936 -29.0% 0.09% $465K $75.76
2018 Q3 REDUCED 6,677 -497 -6.9% 0.15% $666K $75.70
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% of Fund (quarterly)    DVY price (monthly, adj. close)
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