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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$130.32 +0.26 (+0.20%)
Closing price 05/23/2025 04:00 PM Eastern
Extended Trading
$130.68 +0.36 (+0.28%)
As of 05/23/2025 05:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
724
Total
Institutional Inflows
(last 12 months)
$4.96B
Number of
Institutional Sellers
(last 12 months)
645
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
5/21/2025 Geneos Wealth Management Inc.24,196$3.25M0.1%-10.0%0.016%
5/20/2025 Belpointe Asset Management LLC10,229$1.37M0.1%+1.4%0.007%
5/20/2025 Focus Partners Wealth401,434$53.91M0.1%-0.2%0.272%
5/20/2025 Flaharty Asset Management LLC18,813$2.53M0.4%-12.5%0.013%
5/20/2025 Integrity Alliance LLC.6,616$888K0.0%+238.9%0.004%
5/20/2025 Glenview Trust co49,097$6.59M0.1%+3.8%0.033%
5/20/2025 Security National Bank of Sioux City Iowa IA2,555$343K0.2%-3.8%0.002%
5/19/2025 SCS Capital Management LLC12,698$1.71M0.0%N/A0.009%
5/16/2025 Great Lakes Advisors LLC2,231$300K0.0%N/A0.002%
5/16/2025 Challenger Wealth Management10,239$1.38M1.1%+6.7%0.007%
5/16/2025 Ashton Thomas Private Wealth LLC16,656$2.24M0.1%+0.7%0.011%
5/16/2025 Goldman Sachs Group Inc.678,028$91.05M0.0%+12.8%0.458%
5/16/2025 Jones Financial Companies Lllp16,703$2.24M0.0%+32.0%0.011%
5/16/2025 Raab & Moskowitz Asset Management LLC55,693$7.48M1.9%+23.0%0.038%
5/16/2025 Pinnacle Family Advisors LLC16,314$2.19M1.2%+3.9%0.011%
5/16/2025 NewEdge Advisors LLC77,552$10.42M0.1%+0.1%0.052%
5/16/2025 Integrated Wealth Concepts LLC66,516$8.93M0.1%+0.3%0.045%
5/16/2025 Hancock Whitney Corp28,699$3.85M0.1%-3.8%0.019%
5/16/2025 Clark Capital Management Group Inc.3,410$458K0.0%-20.9%0.002%
5/16/2025 Curi RMB Capital LLC13,233$1.78M0.0%-27.0%0.009%
5/16/2025 AQR Capital Management LLC12,687$1.70M0.0%+44.7%0.009%
5/16/2025 AlTi Global Inc.112,251$15.07M0.4%-30.9%0.076%
5/16/2025 Aprio Wealth Management LLC7,234$971K0.1%+2.8%0.005%
5/15/2025 Federation des caisses Desjardins du Quebec15,767$2.12M0.0%-1.4%0.011%
5/15/2025 EP Wealth Advisors LLC22,224$2.99M0.0%-2.7%0.015%
5/15/2025 LGL Partners LLC30,058$4.04M1.9%-7.4%0.020%
5/15/2025 GW Henssler & Associates Ltd.116,506$15.65M0.9%+20.1%0.079%
5/15/2025 Focus Partners Advisor Solutions LLC19,475$2.62M0.0%+21.4%0.013%
5/15/2025 Ameriflex Group Inc.5,311$713K0.3%-7.4%0.004%
5/15/2025 Flputnam Investment Management Co.4,576$615K0.0%N/A0.003%
5/15/2025 Royal Bank of Canada2,276,456$305.71M0.1%-3.0%1.539%
5/15/2025 MAI Capital Management85,245$11.45M0.1%-4.4%0.058%
5/15/2025 Calton & Associates Inc.2,580$346K0.1%+22.6%0.002%
5/15/2025 Connecticut Wealth Management LLC2,156$290K0.0%-14.7%0.001%
5/15/2025 Titleist Asset Management LLC8,466$1.14M0.1%+3.4%0.006%
5/15/2025 Baird Financial Group Inc.220,281$29.58M0.1%+0.4%0.149%
5/15/2025 GKV Capital Management Co. Inc.400$54K0.0%-20.0%0.000%
5/15/2025 Vermillion & White Wealth Management Group LLC3,450$463K0.3%-12.7%0.002%
5/15/2025 Tortoise Investment Management LLC1,349$181K0.0%-12.4%0.001%
5/15/2025 MYDA Advisors LLC40,000$5.37M0.9%-50.0%0.027%
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5/15/2025 Mission Creek Capital Partners Inc.12,199$1.64M0.4%+10.5%0.008%
5/15/2025 Monterey Private Wealth Inc.3,498$470K0.1%-3.6%0.002%
5/15/2025 OMERS ADMINISTRATION Corp183,700$24.67M0.2%N/A0.124%
5/14/2025 CreativeOne Wealth LLC12,142$1.63M0.0%-10.6%0.008%
5/14/2025 Ieq Capital LLC60,447$8.12M0.1%+72.1%0.041%
5/14/2025 Warwick Investment Management Inc.4,895$657K0.1%N/A0.003%
5/14/2025 Quadcap Wealth Management LLC5,531$743K0.1%-1.5%0.004%
5/14/2025 Samalin Investment Counsel LLC3,953$531K0.2%+2.9%0.003%
5/14/2025 Keeley Teton Advisors LLC11,258$1.51M0.2%-4.3%0.008%
5/14/2025 PKS Advisory Services LLC28,447$3.82M1.1%-0.9%0.019%
5/14/2025 Bank of Hawaii46,015$6.18M0.4%-35.6%0.031%
5/14/2025 Islay Capital Management LLC7,899$1.06M0.7%-2.7%0.005%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC27,265$3.66M0.0%-68.1%0.018%
5/14/2025 Comerica Bank450,133$60.45M0.3%-8.7%0.304%
5/14/2025 Synovus Financial Corp204,265$27.43M0.4%-4.6%0.138%
5/14/2025 Northwestern Mutual Wealth Management Co.353,902$47.53M0.0%-8.3%0.239%
5/14/2025 Haverford Trust Co20,846$2.80M0.0%-4.3%0.014%
5/14/2025 Sax Wealth Advisors LLC18,701$2.51M0.2%+18.4%0.013%
5/14/2025 Kestra Advisory Services LLC107,620$14.45M0.1%-18.6%0.073%
5/14/2025 Compound Planning Inc.2,835$381K0.0%-11.6%0.002%
5/14/2025 Monetary Management Group Inc.21,250$2.85M0.8%+11.8%0.014%
5/14/2025 Ameriprise Financial Inc.485,657$65.27M0.0%-1.1%0.328%
5/14/2025 Guidance Point Advisors LLC24,871$3.34M1.0%-2.2%0.017%
5/14/2025 CW Advisors LLC144,412$19.39M0.2%+4.4%0.098%
5/14/2025 Joseph P. Lucia & Associates LLC32,724$4.40M2.0%-1.2%0.022%
5/14/2025 Dorsey & Whitney Trust CO LLC5,378$722K0.0%-3.6%0.004%
5/14/2025 GM Advisory Group LLC2,232$300K0.0%N/A0.002%
5/14/2025 Asset Management Group Inc.15,166$2.04M0.4%+0.7%0.010%
5/14/2025 Capital Analysts LLC27,531$3.70M0.1%+36.9%0.019%
5/14/2025 Level Four Advisory Services LLC18,297$2.46M0.1%-2.2%0.012%
5/14/2025 Vertex Planning Partners LLC10,868$1.46M0.3%-1.7%0.007%
5/14/2025 Heritage Financial Services LLC2,089$281K0.0%+6.0%0.001%
5/14/2025 Venture Visionary Partners LLC13,695$1.84M0.1%-47.4%0.009%
5/14/2025 Berkshire Asset Management LLC PA19,730$2.56M0.1%-0.6%0.013%
5/14/2025 Hsbc Holdings PLC16,467$2.21M0.0%-4.1%0.011%
5/14/2025 Lee Financial Co57,681$7.75M1.2%-6.6%0.039%
5/14/2025 RWA Wealth Partners LLC10,974$1.47M0.0%-20.3%0.007%
5/13/2025 Aptus Capital Advisors LLC9,249$1.24M0.0%-22.9%0.006%
5/13/2025 Watts Gwilliam & Co. LLC13,021$1.75M0.4%+9.9%0.009%
5/13/2025 Northern Trust Corp3,093,549$415.43M0.1%+6.7%2.092%
5/13/2025 Mill Creek Capital Advisors LLC22,601$3.04M0.1%+0.6%0.015%
5/13/2025 Cascade Financial Partners LLC15,883$2.13M0.3%+1.5%0.011%
5/13/2025 Moment Partners LLC260,374$34.97M6.9%-1.6%0.176%
5/13/2025 Steward Partners Investment Advisory LLC88,482$11.88M0.1%+2.9%0.060%
5/13/2025 Raymond James Financial Inc.1,215,308$163.20M0.1%+2.1%0.822%
5/13/2025 Cresset Asset Management LLC87,300$11.72M0.1%+6.6%0.059%
5/13/2025 American Investment Services Inc.2,528$340K0.1%N/A0.002%
5/13/2025 High Falls Advisors Inc11,029$1.48M0.3%-4.2%0.007%
5/13/2025 Horizon Investments LLC3,154$424K0.0%-4.6%0.002%
5/13/2025 Azimuth Capital Investment Management LLC1,567$210K0.0%-11.1%0.001%
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5/13/2025 Trivium Point Advisory LLC4,763$640K0.1%+72.4%0.003%
5/13/2025 Waypoint Wealth Partners Inc.3,410$458K0.1%-4.9%0.002%
5/13/2025 Kovitz Investment Group Partners LLC71,628$9.62M0.0%+68.3%0.048%
5/13/2025 MSH Capital Advisors LLC12,839$1.72M0.5%+4.8%0.009%
5/13/2025 Fox Hill Wealth Management10,886$1.46M0.9%-2.0%0.007%
5/13/2025 Russell Investments Group Ltd.1,785$240K0.0%-14.3%0.001%
5/13/2025 Rathbones Group PLC41,366$5.56M0.0%+1.5%0.028%
5/13/2025 Callan Family Office LLC34,679$4.66M0.3%+0.3%0.023%
5/13/2025 HighTower Advisors LLC298,992$40.15M0.1%-0.8%0.202%
5/12/2025 Kohmann Bosshard Financial Services LLC8,699$1.17M0.1%-5.7%0.006%
(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, 1,334 institutional investors and hedge funds held shares of iShares Select Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.09B), Morgan Stanley ($743.06M), PNC Financial Services Group Inc. ($510.11M), Wells Fargo & Company MN ($508.85M), Northern Trust Corp ($415.43M), Royal Bank of Canada ($305.71M), and Bank of New York Mellon Corp ($246.81M).Learn more on DVY's institutional investors.

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

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

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

Of the 1,006 institutional investors that purchased iShares Select Dividend ETF 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), Raymond James Financial Inc. ($1.22M), Bank of Montreal Can ($1.15M), Miller Howard Investments Inc. NY ($931.80K), Jane Street Group LLC ($586.17K), and Comerica Bank ($577.37K).

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

Institutional investors have bought a total of 47,681,674 shares in the last 24 months. This purchase volume represents approximately $6.12B in transactions.

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

Of the 908 institutional investors that sold iShares Select Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($4.34M), Bank of New York Mellon Corp ($1.72M), Truist Financial Corp ($1.13M), Prime Capital Investment Advisors LLC ($581.21K), Envestnet Asset Management Inc. ($553.84K), Miller Howard Investments Inc. NY ($487.75K), and PNC Financial Services Group Inc. ($445.32K).

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

Institutional investors have sold a total of 22,621,462 shares in the last 24 months. This volume of shares sold represents approximately $2.72B in transactions.


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This page (NASDAQ:DVY) was last updated on 5/24/2025 by MarketBeat.com Staff
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