Free Trial

iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$138.19 -0.56 (-0.40%)
Closing price 08/15/2025 04:00 PM Eastern
Extended Trading
$138.18 -0.01 (-0.01%)
As of 08/15/2025 04:10 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.

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)
760
Total
Institutional Inflows
(last 12 months)
$5.45B
Number of
Institutional Sellers
(last 12 months)
678
Total
Institutional Outflows
(last 12 months)
$1.29B
Get DVY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Select Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DVY Institutional Buying and Selling by Quarter

iShares Select Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2025 Headlands 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%
8/15/2025 Visionary Wealth Advisors1,683$223K0.0%+8.7%0.001%
8/15/2025 Two Sigma Securities LLC6,097$810K0.1%+89.2%0.004%
8/15/2025 Snowden Capital Advisors LLC20,424$2.71M0.1%-2.3%0.014%
8/15/2025 Orion Porfolio Solutions LLC181,391$24.09M0.2%+526.0%0.124%
8/15/2025 MML Investors Services LLC86,631$11.51M0.0%+157.2%0.059%
8/15/2025 Mendel Capital Management LLC37,114$4.93M2.8%-3.8%0.025%
8/15/2025 ICONIQ Capital LLC6,143$816K0.0%-1.7%0.004%
8/15/2025 EP Wealth Advisors LLC23,326$3.10M0.0%+5.0%0.016%
8/15/2025 Curi Capital LLC15,455$2.05M0.0%+16.8%0.011%
8/15/2025 BBR Partners LLC4,056$539K0.0%+3.3%0.003%
8/15/2025 Benjamin Edwards Inc.10,921$1.45M0.0%-0.9%0.007%
8/15/2025 BNP Paribas Financial Markets13,583$1.80M0.0%+53.7%0.009%
8/15/2025 Bank of America Corp DE7,840,459$1.04B0.1%-4.5%5.348%
8/15/2025 Ameriprise Financial Inc.450,795$60.03M0.0%-7.2%0.308%
8/14/2025 Challenger Wealth Management9,884$1.31M0.9%-3.5%0.007%
8/14/2025 Raymond James Financial Inc.1,069,697$142.07M0.0%-12.0%0.730%
8/14/2025 Parvin Asset Management LLC206$27K0.0%N/A0.000%
8/14/2025 Quantinno Capital Management LP24,543$3.26M0.0%+52.8%0.017%
8/14/2025 Peapack Gladstone Financial Corp17,170$2.28M0.0%-1.1%0.012%
8/14/2025 Vivaldi Capital Management LP46,311$6.15M0.9%+47.4%0.032%
8/14/2025 Operose Advisors LLC22,506$2.99M0.8%+0.8%0.015%
8/14/2025 HUB Investment Partners LLC4,446$590K0.0%-7.1%0.003%
8/14/2025 Ieq Capital LLC20,394$2.71M0.0%-66.3%0.014%
8/14/2025 Glenview Trust co48,853$6.49M0.1%-0.5%0.033%
8/14/2025 FAS Wealth Partners Inc.27,841$3.70M0.3%-1.1%0.019%
8/14/2025 Dearborn Partners LLC4,411$586K0.0%-2.8%0.003%
8/14/2025 NewEdge Advisors LLC77,878$10.34M0.1%+0.4%0.053%
America’s Finest Hour: Sept 30 (Ad)

After This White House Deadline, All Bets Are Off The White House just issued a sweeping order that could send U.S.-based AI stocks soaring. But there's a catch – this mandate comes with a strict September 30th deadline for federal agencies to comply. If you don't act before that, you could miss out on the biggest returns. One of Wall Street's most brilliant investment millionaires explains why in a new FREE video.

8/14/2025 Qube Research & Technologies Ltd258$34K0.0%N/A0.000%
8/14/2025 CoreFirst Bank & Trust1,779$236K0.1%-21.9%0.001%
8/14/2025 SVB Wealth LLC4,806$638K0.0%N/A0.003%
8/14/2025 Vertex Planning Partners LLC10,394$1.38M0.3%-4.4%0.007%
8/14/2025 Banco de Sabadell S.A27,326$3.63M2.5%+9.9%0.019%
8/14/2025 Cary Street Partners Financial LLC11,704$1.55M0.0%+5.3%0.008%
8/14/2025 Cerity Partners LLC132,440$17.59M0.0%-3.6%0.090%
8/13/2025 Gamco Investors INC. ET AL16,508$2.19M0.0%+230.2%0.011%
8/13/2025 PGIM Custom Harvest LLC1,535$204K0.0%N/A0.001%
8/13/2025 StoneX Group Inc.2,783$370K0.0%-6.6%0.002%
8/13/2025 Capula Management Ltd43,303$5.75M0.1%N/A0.030%
8/13/2025 Flow Traders U.S. LLC10,578$1.41M0.1%N/A0.007%
8/13/2025 Diametric Capital LP16,138$2.14M1.1%N/A0.011%
8/13/2025 Cresset Asset Management LLC91,094$12.10M0.1%+4.3%0.062%
8/13/2025 Strategic Family Wealth Counselors L.L.C.2,572$342K0.1%+4.2%0.002%
8/13/2025 Gateway Wealth Partners LLC1,856$246K0.0%-5.8%0.001%
8/13/2025 Brown Advisory Inc.43,429$5.77M0.0%+1.7%0.030%
8/13/2025 SCS Capital Management LLC8,450$1.12M0.0%-33.5%0.006%
8/13/2025 Philadelphia Trust Co.2,363$314K0.0%-9.6%0.002%
8/13/2025 Baird Financial Group Inc.216,820$28.80M0.1%-1.6%0.148%
8/13/2025 Crescent Grove Advisors LLC19,504$2.59M0.3%+24.4%0.013%
8/13/2025 Raab & Moskowitz Asset Management LLC59,587$7.91M1.9%+7.0%0.041%
8/13/2025 Kilter Group LLC234$31K0.0%N/A0.000%
8/13/2025 CW Advisors LLC143,998$19.13M0.2%-0.3%0.098%
8/13/2025 Nicolet Bankshares Inc.3,810$506K0.1%-3.8%0.003%
8/13/2025 Beacon Pointe Advisors LLC94,912$12.61M0.1%-0.8%0.065%
8/13/2025 Wellspring Financial Advisors LLC6,825$906K0.0%-7.6%0.005%
8/13/2025 M&T Bank Corp232,769$30.91M0.1%-0.7%0.159%
8/13/2025 Fisher Asset Management LLC1,751$233K0.0%+10.3%0.001%
8/13/2025 Smith Moore & CO.9,730$1.29M0.1%+5.4%0.007%
8/13/2025 Trustmark Bank Trust Department126,039$16.74M1.2%+4.6%0.086%
8/13/2025 Lido Advisors LLC107,247$14.24M0.1%+21.9%0.073%
8/13/2025 Edgewood Management LLC54,881$7.29M0.0%-4.0%0.037%
8/13/2025 Virtue Capital Management LLC5,955$791K0.1%-19.7%0.004%
8/13/2025 Scotia Capital Inc.34,070$4.52M0.0%+2.4%0.023%
8/13/2025 Hsbc Holdings PLC16,598$2.20M0.0%+0.8%0.011%
8/13/2025 Level Four Advisory Services LLC17,977$2.39M0.1%-1.7%0.012%
8/13/2025 Northwestern Mutual Wealth Management Co.344,919$45.81M0.0%-2.5%0.235%
8/13/2025 Johnson Financial Group Inc.12,287$1.63M0.1%+120.3%0.008%
8/13/2025 Sumitomo Mitsui Financial Group Inc.5,069$673K0.0%-20.7%0.003%
8/13/2025 Choreo LLC9,137$1.21M0.0%-8.2%0.006%
8/13/2025 Russell Investments Group Ltd.1,315$175K0.0%-26.3%0.001%
8/13/2025 Maia Wealth LLC1,870$248K0.0%-41.9%0.001%
8/12/2025 Country Trust Bank1,093$145K0.0%+36.3%0.001%
8/12/2025 J.W. Cole Advisors Inc.43,291$5.75M0.1%+27.6%0.030%
8/12/2025 Farmers National Bank9,872$1.31M0.3%-4.8%0.007%
8/12/2025 Financial Advocates Investment Management9,386$1.25M0.1%-28.1%0.006%
8/12/2025 Columbia Bank1,570$213K0.1%N/A0.001%
8/12/2025 Laurel Wealth Advisors LLC1,897,610$252.02M0.2%+13,158.9%1.294%
8/12/2025 Steward Partners Investment Advisory LLC90,719$12.05M0.1%+2.5%0.062%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/12/2025 Quadcap Wealth Management LLC5,337$709K0.1%-3.5%0.004%
8/12/2025 CreativeOne Wealth LLC11,396$1.51M0.0%-6.1%0.008%
8/12/2025 Global Retirement Partners LLC6,160$818K0.0%N/A0.004%
8/12/2025 TCP Asset Management LLC5,239$696K0.1%+3.6%0.004%
8/12/2025 Coldstream Capital Management Inc.15,444$2.05M0.0%-0.7%0.011%
8/12/2025 Titleist Asset Management LLC8,978$1.19M0.1%+6.0%0.006%
8/12/2025 Camden National Bank3,702$492K0.1%-3.1%0.003%
8/12/2025 WealthBridge Capital Management LLC15,310$2.03M0.5%+1.1%0.010%
8/12/2025 Cozad Asset Management Inc.15,338$2.04M0.2%+0.8%0.010%
8/12/2025 AlphaCore Capital LLC514$68K0.0%N/A0.000%
(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, 1,329 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 1,032 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 41,249,342 shares in the last 24 months. This purchase volume represents approximately $5.45B in transactions.

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

Of the 677 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 9,779,523 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.



This page (NASDAQ:DVY) was last updated on 8/16/2025 by MarketBeat.com Staff
From Our Partners