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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$141.06 -0.68 (-0.48%)
Closing price 04:00 PM Eastern
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$141.06 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for iShares Select Dividend ETF (NASDAQ:DVY)

Current
Institutional Ownership
Percentage
46.08%
Number of
Institutional Buyers
(last 12 months)
765
Total
Institutional Inflows
(last 12 months)
$5.46B
Number of
Institutional Sellers
(last 12 months)
676
Total
Institutional Outflows
(last 12 months)
$1.29B
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Skip Chart & View Institutional Buying and Selling Data

DVY Institutional Buying and Selling by Quarter

iShares Select Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.352,044$46.83M0.1%+16.3%0.240%
9/3/2025American Trust1,983$263K0.0%N/A0.001%
8/29/2025Evolution Wealth Management Inc.1,199$159K0.2%N/A0.001%
8/29/2025Total Investment Management Inc.222$29K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.5,070$673K0.0%+14.0%0.003%
8/27/2025Orion Porfolio Solutions LLC22,008$2.92M0.0%-24.0%0.015%
8/26/2025Thrivent Financial for Lutherans14,370$1.91M0.0%-59.9%0.010%
8/26/2025Claris Financial LLC7,467$992K0.7%+16.7%0.005%
8/25/2025Silverlake Wealth Management LLC2,150$286K0.1%N/A0.001%
8/21/2025Pathway Financial Advisers LLC6,992$929K0.3%+10.9%0.005%
8/19/2025B. Riley Wealth Advisors Inc.9,434$1.25M0.1%N/A0.006%
8/19/2025Advisory Services Network LLC115,154$15.55M0.3%+57.8%0.079%
8/19/2025Anchor Investment Management LLC1,822$242K0.0%+5.9%0.001%
8/18/2025Old North State Trust LLC8,847$1.18M0.8%-5.8%0.006%
8/18/2025Geneos Wealth Management Inc.26,650$3.54M0.1%+10.1%0.018%
8/16/2025Headlands Technologies LLC288$38K0.0%N/A0.000%
8/15/2025Nikulski Financial Inc.3,567$474K0.1%-6.5%0.002%
8/15/2025Tower Research Capital LLC TRC 18,839$2.50M0.1%+110,717.6%0.013%
8/15/2025Security National Bank of Sioux City Iowa IA2,165$288K0.2%-15.3%0.001%
8/15/2025Howland Capital Management LLC17,075$2.27M0.1%-1.4%0.012%
8/15/2025Security National Bank of SO Dak7,130$947K0.5%-2.7%0.005%
8/15/2025LGL Partners LLC30,293$4.11M1.8%+0.8%0.021%
8/15/2025Corient Private Wealth LLC97,783$12.99M0.0%-50.2%0.067%
8/15/2025Equitable Holdings Inc.103,340$13.73M0.1%+6.5%0.070%
8/15/2025Stonebridge Capital Advisors LLC11,953$1.59M0.1%-13.1%0.008%
8/15/2025Captrust Financial Advisors90,409$12.01M0.0%+0.4%0.062%
8/15/2025Fidelity D & D Bancorp Inc.1,614$214K0.1%-6.7%0.001%
8/15/2025WFA of San Diego LLC3,161$420K0.3%N/A0.002%
8/15/2025Visionary Wealth Advisors1,683$223K0.0%+8.7%0.001%
8/15/2025Two Sigma Securities LLC6,097$810K0.1%+89.2%0.004%
8/15/2025Snowden Capital Advisors LLC20,424$2.71M0.1%-2.3%0.014%
8/15/2025Orion Porfolio Solutions LLC181,391$24.09M0.2%+526.0%0.124%
8/15/2025MML Investors Services LLC86,631$11.51M0.0%+157.2%0.059%
8/15/2025Mendel Capital Management LLC37,114$4.93M2.8%-3.8%0.025%
8/15/2025ICONIQ Capital LLC6,143$816K0.0%-1.7%0.004%
8/15/2025EP Wealth Advisors LLC23,326$3.10M0.0%+5.0%0.016%
8/15/2025Curi Capital LLC15,455$2.05M0.0%+16.8%0.011%
8/15/2025BBR Partners LLC4,056$539K0.0%+3.3%0.003%
8/15/2025Benjamin Edwards Inc.10,921$1.45M0.0%-0.9%0.007%
8/15/2025BNP Paribas Financial Markets13,583$1.80M0.0%+53.7%0.009%
8/15/2025Bank of America Corp DE7,840,459$1.04B0.1%-4.5%5.348%
8/15/2025Ameriprise Financial Inc.450,795$60.03M0.0%-7.2%0.308%
8/14/2025Challenger Wealth Management9,884$1.31M0.9%-3.5%0.007%
8/14/2025Raymond James Financial Inc.1,069,697$142.07M0.0%-12.0%0.730%
8/14/2025Parvin Asset Management LLC206$27K0.0%N/A0.000%
8/14/2025Quantinno Capital Management LP24,543$3.26M0.0%+52.8%0.017%
8/14/2025Peapack Gladstone Financial Corp17,170$2.28M0.0%-1.1%0.012%
8/14/2025Vivaldi Capital Management LP46,311$6.15M0.9%+47.4%0.032%
8/14/2025Operose Advisors LLC22,506$2.99M0.8%+0.8%0.015%
8/14/2025HUB Investment Partners LLC4,446$590K0.0%-7.1%0.003%
8/14/2025Ieq Capital LLC20,394$2.71M0.0%-66.3%0.014%
8/14/2025Glenview Trust co48,853$6.49M0.1%-0.5%0.033%
8/14/2025FAS Wealth Partners Inc.27,841$3.70M0.3%-1.1%0.019%
8/14/2025Dearborn Partners LLC4,411$586K0.0%-2.8%0.003%
8/14/2025NewEdge Advisors LLC77,878$10.34M0.1%+0.4%0.053%
8/14/2025Qube Research & Technologies Ltd258$34K0.0%N/A0.000%
8/14/2025CoreFirst Bank & Trust1,779$236K0.1%-21.9%0.001%
8/14/2025SVB Wealth LLC4,806$638K0.0%N/A0.003%
8/14/2025Vertex Planning Partners LLC10,394$1.38M0.3%-4.4%0.007%
8/14/2025Banco de Sabadell S.A27,326$3.63M2.5%+9.9%0.019%
8/14/2025Cary Street Partners Financial LLC11,704$1.55M0.0%+5.3%0.008%
8/14/2025Cerity Partners LLC132,440$17.59M0.0%-3.6%0.090%
8/13/2025Gamco Investors INC. ET AL16,508$2.19M0.0%+230.2%0.011%
8/13/2025PGIM Custom Harvest LLC1,535$204K0.0%N/A0.001%
8/13/2025StoneX Group Inc.2,783$370K0.0%-6.6%0.002%
8/13/2025Capula Management Ltd43,303$5.75M0.1%N/A0.030%
8/13/2025Flow Traders U.S. LLC10,578$1.41M0.1%N/A0.007%
8/13/2025Diametric Capital LP16,138$2.14M1.1%N/A0.011%
8/13/2025Cresset Asset Management LLC91,094$12.10M0.1%+4.3%0.062%
8/13/2025Strategic Family Wealth Counselors L.L.C.2,572$342K0.1%+4.2%0.002%
8/13/2025Gateway Wealth Partners LLC1,856$246K0.0%-5.8%0.001%
8/13/2025Brown Advisory Inc.43,429$5.77M0.0%+1.7%0.030%
8/13/2025SCS Capital Management LLC8,450$1.12M0.0%-33.5%0.006%
8/13/2025Philadelphia Trust Co.2,363$314K0.0%-9.6%0.002%
8/13/2025Baird Financial Group Inc.216,820$28.80M0.1%-1.6%0.148%
8/13/2025Crescent Grove Advisors LLC19,504$2.59M0.3%+24.4%0.013%
8/13/2025Raab & Moskowitz Asset Management LLC59,587$7.91M1.9%+7.0%0.041%
8/13/2025Kilter Group LLC234$31K0.0%N/A0.000%
8/13/2025CW Advisors LLC143,998$19.13M0.2%-0.3%0.098%
8/13/2025Nicolet Bankshares Inc.3,810$506K0.1%-3.8%0.003%
8/13/2025Beacon Pointe Advisors LLC94,912$12.61M0.1%-0.8%0.065%
8/13/2025Wellspring Financial Advisors LLC6,825$906K0.0%-7.6%0.005%
8/13/2025M&T Bank Corp232,769$30.91M0.1%-0.7%0.159%
8/13/2025Fisher Asset Management LLC1,751$233K0.0%+10.3%0.001%
8/13/2025Smith Moore & CO.9,730$1.29M0.1%+5.4%0.007%
8/13/2025Trustmark Bank Trust Department126,039$16.74M1.2%+4.6%0.086%
8/13/2025Lido Advisors LLC107,247$14.24M0.1%+21.9%0.073%
8/13/2025Edgewood Management LLC54,881$7.29M0.0%-4.0%0.037%
8/13/2025Virtue Capital Management LLC5,955$791K0.1%-19.7%0.004%
8/13/2025Scotia Capital Inc.34,070$4.52M0.0%+2.4%0.023%
8/13/2025Hsbc Holdings PLC16,598$2.20M0.0%+0.8%0.011%
8/13/2025Level Four Advisory Services LLC17,977$2.39M0.1%-1.7%0.012%
8/13/2025Northwestern Mutual Wealth Management Co.344,919$45.81M0.0%-2.5%0.235%
8/13/2025Johnson Financial Group Inc.12,287$1.63M0.1%+120.3%0.008%
8/13/2025Sumitomo Mitsui Financial Group Inc.5,069$673K0.0%-20.7%0.003%
8/13/2025Choreo LLC9,137$1.21M0.0%-8.2%0.006%
8/13/2025Russell Investments Group Ltd.1,315$175K0.0%-26.3%0.001%
8/13/2025Maia Wealth LLC1,870$248K0.0%-41.9%0.001%
8/12/2025Country Trust Bank1,093$145K0.0%+36.3%0.001%
8/12/2025J.W. Cole Advisors Inc.43,291$5.75M0.1%+27.6%0.030%
(Data available from 1/1/2016 forward)

DVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DVY shares?

During the previous two years, 1,330 institutional investors and hedge funds held shares of iShares Select Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.04B), Morgan Stanley ($743.06M), Wells Fargo & Company MN ($508.85M), PNC Financial Services Group Inc. ($498.16M), Northern Trust Corp ($415.43M), Royal Bank of Canada ($305.71M), and Laurel Wealth Advisors LLC ($252.02M).Learn more on iShares Select Dividend ETF's institutional investors.

What percentage of iShares Select Dividend ETF's stock is owned by institutional investors?

46.08% of iShares Select Dividend ETF's stock is owned by institutional investors. Learn more on DVY's institutional investor holdings.

Which institutional investors have been buying iShares Select Dividend ETF's stock?

Of the 1,037 institutional investors that purchased iShares Select Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($24.49M), International Assets Investment Management LLC ($6.75M), Laurel Wealth Advisors LLC ($1.88M), Kingstone Capital Partners Texas LLC ($1.47M), Raymond James Financial Inc. ($1.22M), Miller Howard Investments Inc. NY ($908.19K), and Jane Street Group LLC ($586.17K).

How much institutional buying is happening at iShares Select Dividend ETF?

Institutional investors have bought a total of 41,312,357 shares in the last 24 months. This purchase volume represents approximately $5.46B in transactions.

Which of iShares Select Dividend ETF's major shareholders have been selling company stock?

Of the 676 institutional investors that sold iShares Select Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($4.37M), Miller Howard Investments Inc. NY ($439.44K), Bank of America Corp DE ($406.68K), Exchange Traded Concepts LLC ($286.85K), Charles Schwab Investment Management Inc. ($235.96K), JPMorgan Chase & Co. ($221.60K), and Private Advisor Group LLC ($186.65K).

How much institutional selling is happening at iShares Select Dividend ETF?

Institutional investors have sold a total of 9,736,851 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NASDAQ:DVY) was last updated on 9/8/2025 by MarketBeat.com Staff
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