Free Trial
→ Post-Halving = Profit Season (Here’s How to Win It) (From Crypto Swap Profits) (Ad) Free DVY Stock Alerts

iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$136.66 +0.45 (+0.33%)
As of 07/3/2025 02:37 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
723
Total
Institutional Inflows
(last 12 months)
$4.95B
Number of
Institutional Sellers
(last 12 months)
642
Total
Institutional Outflows
(last 12 months)
$1.15B
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Harbor Investment Advisory LLC11,403$1.51M0.1%-9.6%0.008%
6/3/2025CBIZ Investment Advisory Services LLC9,400$1.26M0.1%-7.0%0.006%
5/28/2025Wealth Management Associates Inc.55,881$7.50M3.2%+1.0%0.038%
5/27/2025Carderock Capital Management Inc.1,600$215K0.1%-9.4%0.001%
5/27/2025Iron Gate Global Advisors LLC1,511$203K0.0%N/A0.001%
5/21/2025Geneos Wealth Management Inc.24,196$3.25M0.1%-10.0%0.016%
5/20/2025Belpointe Asset Management LLC10,229$1.37M0.1%+1.4%0.007%
5/20/2025Focus Partners Wealth401,434$53.91M0.1%-0.2%0.272%
5/20/2025Flaharty Asset Management LLC18,813$2.53M0.4%-12.5%0.013%
5/20/2025Integrity Alliance LLC.6,616$888K0.0%+238.9%0.004%
5/20/2025Glenview Trust co49,097$6.59M0.1%+3.8%0.033%
5/20/2025Security National Bank of Sioux City Iowa IA2,555$343K0.2%-3.8%0.002%
5/19/2025SCS Capital Management LLC12,698$1.71M0.0%N/A0.009%
5/16/2025Great Lakes Advisors LLC2,231$300K0.0%N/A0.002%
5/16/2025Challenger Wealth Management10,239$1.38M1.1%+6.7%0.007%
5/16/2025Ashton Thomas Private Wealth LLC16,656$2.24M0.1%+0.7%0.011%
5/16/2025Goldman Sachs Group Inc.678,028$91.05M0.0%+12.8%0.458%
5/16/2025Jones Financial Companies Lllp16,703$2.24M0.0%+32.0%0.011%
5/16/2025Raab & Moskowitz Asset Management LLC55,693$7.48M1.9%+23.0%0.038%
5/16/2025Pinnacle Family Advisors LLC16,314$2.19M1.2%+3.9%0.011%
5/16/2025NewEdge Advisors LLC77,552$10.42M0.1%+0.1%0.052%
5/16/2025Integrated Wealth Concepts LLC66,516$8.93M0.1%+0.3%0.045%
5/16/2025Hancock Whitney Corp28,699$3.85M0.1%-3.8%0.019%
5/16/2025Clark Capital Management Group Inc.3,410$458K0.0%-20.9%0.002%
5/16/2025Curi RMB Capital LLC13,233$1.78M0.0%-27.0%0.009%
5/16/2025AQR Capital Management LLC12,687$1.70M0.0%+44.7%0.009%
5/16/2025AlTi Global Inc.112,251$15.07M0.4%-30.9%0.076%
5/16/2025Aprio Wealth Management LLC7,234$971K0.1%+2.8%0.005%
5/15/2025Federation des caisses Desjardins du Quebec15,767$2.12M0.0%-1.4%0.011%
5/15/2025EP Wealth Advisors LLC22,224$2.99M0.0%-2.7%0.015%
5/15/2025LGL Partners LLC30,058$4.04M1.9%-7.4%0.020%
5/15/2025GW Henssler & Associates Ltd.116,506$15.65M0.9%+20.1%0.079%
5/15/2025Focus Partners Advisor Solutions LLC19,475$2.62M0.0%+21.4%0.013%
5/15/2025Ameriflex Group Inc.5,311$713K0.3%-7.4%0.004%
5/15/2025Flputnam Investment Management Co.4,576$615K0.0%N/A0.003%
5/15/2025Royal Bank of Canada2,276,456$305.71M0.1%-3.0%1.539%
5/15/2025MAI Capital Management85,245$11.45M0.1%-4.4%0.058%
5/15/2025Calton & Associates Inc.2,580$346K0.1%+22.6%0.002%
5/15/2025Connecticut Wealth Management LLC2,156$290K0.0%-14.7%0.001%
5/15/2025Titleist Asset Management LLC8,466$1.14M0.1%+3.4%0.006%
The $100 Trillion AI Story No One Is Telling You (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
5/15/2025Baird Financial Group Inc.220,281$29.58M0.1%+0.4%0.149%
5/15/2025GKV Capital Management Co. Inc.400$54K0.0%-20.0%0.000%
5/15/2025Vermillion & White Wealth Management Group LLC3,450$463K0.3%-12.7%0.002%
5/15/2025Tortoise Investment Management LLC1,349$181K0.0%-12.4%0.001%
5/15/2025MYDA Advisors LLC40,000$5.37M0.9%-50.0%0.027%
5/15/2025Mission Creek Capital Partners Inc.12,199$1.64M0.4%+10.5%0.008%
5/15/2025Monterey Private Wealth Inc.3,498$470K0.1%-3.6%0.002%
5/15/2025OMERS ADMINISTRATION Corp183,700$24.67M0.2%N/A0.124%
5/14/2025CreativeOne Wealth LLC12,142$1.63M0.0%-10.6%0.008%
5/14/2025Ieq Capital LLC60,447$8.12M0.1%+72.1%0.041%
5/14/2025Warwick Investment Management Inc.4,895$657K0.1%N/A0.003%
5/14/2025Quadcap Wealth Management LLC5,531$743K0.1%-1.5%0.004%
5/14/2025Samalin Investment Counsel LLC3,953$531K0.2%+2.9%0.003%
5/14/2025Keeley Teton Advisors LLC11,258$1.51M0.2%-4.3%0.008%
5/14/2025PKS Advisory Services LLC28,447$3.82M1.1%-0.9%0.019%
5/14/2025Bank of Hawaii46,015$6.18M0.4%-35.6%0.031%
5/14/2025Islay Capital Management LLC7,899$1.06M0.7%-2.7%0.005%
5/14/2025Kayne Anderson Rudnick Investment Management LLC27,265$3.66M0.0%-68.1%0.018%
5/14/2025Comerica Bank450,133$60.45M0.3%-8.7%0.304%
5/14/2025Synovus Financial Corp204,265$27.43M0.4%-4.6%0.138%
5/14/2025Northwestern Mutual Wealth Management Co.353,902$47.53M0.0%-8.3%0.239%
5/14/2025Haverford Trust Co20,846$2.80M0.0%-4.3%0.014%
5/14/2025Sax Wealth Advisors LLC18,701$2.51M0.2%+18.4%0.013%
5/14/2025Kestra Advisory Services LLC107,620$14.45M0.1%-18.6%0.073%
5/14/2025Compound Planning Inc.2,835$381K0.0%-11.6%0.002%
5/14/2025Monetary Management Group Inc.21,250$2.85M0.8%+11.8%0.014%
5/14/2025Ameriprise Financial Inc.485,657$65.27M0.0%-1.1%0.328%
5/14/2025Guidance Point Advisors LLC24,871$3.34M1.0%-2.2%0.017%
5/14/2025CW Advisors LLC144,412$19.39M0.2%+4.4%0.098%
5/14/2025Joseph P. Lucia & Associates LLC32,724$4.40M2.0%-1.2%0.022%
5/14/2025Dorsey & Whitney Trust CO LLC5,378$722K0.0%-3.6%0.004%
5/14/2025GM Advisory Group LLC2,232$300K0.0%N/A0.002%
5/14/2025Asset Management Group Inc.15,166$2.04M0.4%+0.7%0.010%
5/14/2025Capital Analysts LLC27,531$3.70M0.1%+36.9%0.019%
5/14/2025Level Four Advisory Services LLC18,297$2.46M0.1%-2.2%0.012%
5/14/2025Vertex Planning Partners LLC10,868$1.46M0.3%-1.7%0.007%
5/14/2025Heritage Financial Services LLC2,089$281K0.0%+6.0%0.001%
5/14/2025Venture Visionary Partners LLC13,695$1.84M0.1%-47.4%0.009%
5/14/2025Berkshire Asset Management LLC PA19,730$2.56M0.1%-0.6%0.013%
5/14/2025Hsbc Holdings PLC16,467$2.21M0.0%-4.1%0.011%
5/14/2025Lee Financial Co57,681$7.75M1.2%-6.6%0.039%
5/14/2025RWA Wealth Partners LLC10,974$1.47M0.0%-20.3%0.007%
5/13/2025Aptus Capital Advisors LLC9,249$1.24M0.0%-22.9%0.006%
5/13/2025Watts Gwilliam & Co. LLC13,021$1.75M0.4%+9.9%0.009%
5/13/2025Northern Trust Corp3,093,549$415.43M0.1%+6.7%2.092%
5/13/2025Mill Creek Capital Advisors LLC22,601$3.04M0.1%+0.6%0.015%
5/13/2025Cascade Financial Partners LLC15,883$2.13M0.3%+1.5%0.011%
5/13/2025Moment Partners LLC260,374$34.97M6.9%-1.6%0.176%
5/13/2025Steward Partners Investment Advisory LLC88,482$11.88M0.1%+2.9%0.060%
5/13/2025Raymond James Financial Inc.1,215,308$163.20M0.1%+2.1%0.822%
The $100 Trillion AI Story No One Is Telling You (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
5/13/2025Cresset Asset Management LLC87,300$11.72M0.1%+6.6%0.059%
5/13/2025American Investment Services Inc.2,528$340K0.1%N/A0.002%
5/13/2025High Falls Advisors Inc11,029$1.48M0.3%-4.2%0.007%
5/13/2025Horizon Investments LLC3,154$424K0.0%-4.6%0.002%
5/13/2025Azimuth Capital Investment Management LLC1,567$210K0.0%-11.1%0.001%
5/13/2025Trivium Point Advisory LLC4,763$640K0.1%+72.4%0.003%
5/13/2025Waypoint Wealth Partners Inc.3,410$458K0.1%-4.9%0.002%
5/13/2025Kovitz Investment Group Partners LLC71,628$9.62M0.0%+68.3%0.048%
5/13/2025MSH Capital Advisors LLC12,839$1.72M0.5%+4.8%0.009%
5/13/2025Fox Hill Wealth Management10,886$1.46M0.9%-2.0%0.007%
(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 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 1,003 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), 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 37,615,697 shares in the last 24 months. This purchase volume represents approximately $4.95B in transactions.

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

Of the 642 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 ($4.34M), Exchange Traded Concepts LLC ($286.85K), Charles Schwab Investment Management Inc. ($235.96K), JPMorgan Chase & Co. ($221.60K), Private Advisor Group LLC ($186.65K), Bank of New York Mellon Corp ($178.57K), and Gilman Hill Asset Management LLC ($159.02K).

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

Institutional investors have sold a total of 8,786,017 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


Related Companies

This page (NASDAQ:DVY) was last updated on 7/4/2025 by MarketBeat.com Staff
From Our Partners
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
Revealed: NEW A.I. revolution (nobody is talking about)
Nvidia's CEO says this is: "The next wave of A.I." We're at the cusp of a new "A.I. Upgrade" that is set to...
Behind the Markets | Sponsored
Gold is soaring. Here’s how to get paid from it
Gold just broke through $3,300… And while the headlines shout about price targets, something even more powe...
Investors Alley | Sponsored
Top Picks for Trump’s Pro-Crypto America
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Gold: Now legal tender in many states
The perfect gold play right now? (currently under $10) Everything in the news now lines up perfectly for an...
Stansberry Research | Sponsored