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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$140.43 +0.54 (+0.38%)
As of 02:40 PM Eastern
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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)
766
Total
Institutional Inflows
(last 12 months)
$5.46B
Number of
Institutional Sellers
(last 12 months)
675
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
9/12/2025 Valeo Financial Advisors LLC23,773$3.16M0.1%+15.4%0.016%
9/11/2025 Silicon Valley Capital Partners292$39K0.0%+231.8%0.000%
9/4/2025 Osaic Holdings Inc.352,044$46.83M0.1%+16.3%0.240%
9/3/2025 American Trust1,983$263K0.0%N/A0.001%
8/29/2025 Evolution Wealth Management Inc.1,199$159K0.2%N/A0.001%
8/29/2025 Total Investment Management Inc.222$29K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.5,070$673K0.0%+14.0%0.003%
8/27/2025 Orion Porfolio Solutions LLC22,008$2.92M0.0%-24.0%0.015%
8/26/2025 Thrivent Financial for Lutherans14,370$1.91M0.0%-59.9%0.010%
8/26/2025 Claris Financial LLC7,467$992K0.7%+16.7%0.005%
8/25/2025 Silverlake Wealth Management LLC2,150$286K0.1%N/A0.001%
8/21/2025 Pathway Financial Advisers LLC6,992$929K0.3%+10.9%0.005%
8/19/2025 B. Riley Wealth Advisors Inc.9,434$1.25M0.1%N/A0.006%
8/19/2025 Advisory Services Network LLC115,154$15.55M0.3%+57.8%0.079%
8/19/2025 Anchor Investment Management LLC1,822$242K0.0%+5.9%0.001%
8/18/2025 Old North State Trust LLC8,847$1.18M0.8%-5.8%0.006%
8/18/2025 Geneos Wealth Management Inc.26,650$3.54M0.1%+10.1%0.018%
8/16/2025 Headlands Technologies LLC288$38K0.0%N/A0.000%
8/15/2025 Nikulski Financial Inc.3,567$474K0.1%-6.5%0.002%
8/15/2025 Tower Research Capital LLC TRC 18,839$2.50M0.1%+110,717.6%0.013%
8/15/2025 Security National Bank of Sioux City Iowa IA2,165$288K0.2%-15.3%0.001%
8/15/2025 Howland Capital Management LLC17,075$2.27M0.1%-1.4%0.012%
8/15/2025 Security National Bank of SO Dak7,130$947K0.5%-2.7%0.005%
8/15/2025 LGL Partners LLC30,293$4.11M1.8%+0.8%0.021%
8/15/2025 Corient Private Wealth LLC97,783$12.99M0.0%-50.2%0.067%
8/15/2025 Equitable Holdings Inc.103,340$13.73M0.1%+6.5%0.070%
8/15/2025 Stonebridge Capital Advisors LLC11,953$1.59M0.1%-13.1%0.008%
8/15/2025 Captrust Financial Advisors90,409$12.01M0.0%+0.4%0.062%
8/15/2025 Fidelity D & D Bancorp Inc.1,614$214K0.1%-6.7%0.001%
8/15/2025 WFA 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%
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%
(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 41,315,728 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 675 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 9,736,626 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 9/18/2025 by MarketBeat.com Staff
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