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Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
How major US stock indexes fared Friday, 9/29/2023
MarketBeat Week in Review – 9/25 - 9/29
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
CarMax Slides On Earnings Disappointment, Time To Celebrate?
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
Will the Energy Sector Continue to Outshine the Market?
In a good sign for China's struggling economy, factory activity grows for the first time in 6 months
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
Borrowers are reassessing their budgets as student loan payments resume after pandemic pause
Nike, Amicus Therapeutics rise; Vail Resorts, Hess fall, Friday, 9/29/2023
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
How major US stock indexes fared Friday, 9/29/2023
MarketBeat Week in Review – 9/25 - 9/29
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
CarMax Slides On Earnings Disappointment, Time To Celebrate?
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
Will the Energy Sector Continue to Outshine the Market?
In a good sign for China's struggling economy, factory activity grows for the first time in 6 months
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
Borrowers are reassessing their budgets as student loan payments resume after pandemic pause
Nike, Amicus Therapeutics rise; Vail Resorts, Hess fall, Friday, 9/29/2023
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
How major US stock indexes fared Friday, 9/29/2023
MarketBeat Week in Review – 9/25 - 9/29
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
CarMax Slides On Earnings Disappointment, Time To Celebrate?
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
Will the Energy Sector Continue to Outshine the Market?
In a good sign for China's struggling economy, factory activity grows for the first time in 6 months
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
Borrowers are reassessing their budgets as student loan payments resume after pandemic pause
Nike, Amicus Therapeutics rise; Vail Resorts, Hess fall, Friday, 9/29/2023
Buy This Stock for AI Tidal Wave (not NVDA) (Ad)
How major US stock indexes fared Friday, 9/29/2023
MarketBeat Week in Review – 9/25 - 9/29
NASDAQ:DVY

iShares Select Dividend ETF (DVY) Institutional Ownership

$107.64
+0.11 (+0.10%)
(As of 09/29/2023 ET)
Compare
Today's Range
$107.22
▼
$108.58
50-Day Range
$107.44
▼
$118.16
52-Week Range
$105.59
▼
$126.89
Volume
725,644 shs
Average Volume
665,579 shs
Market Capitalization
$18.34 billion
Assets Under Management
$17.96 billion
Dividend Yield
3.90%
Net Expense Ratio
0.38%
ProfileChartDividendHeadlinesHoldingsOptions ChainShort InterestSocial MediaRatings

Institutional Ownership Changes (13F Filings) for iShares Select Dividend ETF (NASDAQ:DVY)

Current
Institutional Ownership
Percentage
47.25%
Number of
Institutional Buyers
(last 12 months)
792
Total
Institutional Inflows
(last 12 months)
$22.09 B
Number of
Institutional Sellers
(last 12 months)
651
Total
Institutional Outflows
(last 12 months)
$2.29 B
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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
9/14/2023IMS Capital Management18,620$2.11M1.2%+4.5%0.011%
9/13/2023CGC Financial Services LLC238$27K0.0%N/A0.000%
9/12/2023Farther Finance Advisors LLC451$51K0.0%+40.5%0.000%
9/7/2023Scarborough Advisors LLC40,401$4.58M1.1%+0.3%0.024%
9/7/2023Jag Capital Management LLC9,337$1.06M0.1%-7.1%0.005%
9/7/2023ST Germain D J Co. Inc.2,005$0.23M0.0%N/A0.001%
8/30/2023Western Wealth Management LLC21,754$2.47M0.2%-5.4%0.013%
8/30/2023Strait & Sound Wealth Management LLC8,613$0.98M1.0%+16.2%0.005%
8/23/2023Stonebridge Capital Advisors LLC49,773$5.64M0.6%-35.1%0.029%
8/23/2023Headinvest LLC2,120$0.25M0.1%-4.1%0.001%
8/23/2023Rehmann Capital Advisory Group9,870$1.12M0.1%-12.2%0.006%
8/23/2023Dunhill Financial LLC1,008$0.11M0.1%N/A0.001%
8/21/2023BOKF NA306,591$34.74M0.7%-26.4%0.180%
8/21/2023VisionPoint Advisory Group LLC1,050$0.12M0.0%N/A0.001%
8/21/2023Osaic Holdings Inc.734,292$83.20M0.1%-1.1%0.431%
8/17/2023Orion Portfolio Solutions LLC43,802$4.96M0.1%+232.0%0.026%
8/17/2023Coppell Advisory Solutions LLC33,355$3.76M1.1%-47.3%0.020%
8/17/2023Imprint Wealth LLC3,204$0.37M0.0%+38.1%0.002%
8/16/2023Wambolt & Associates LLC14,195$1.61M0.3%-6.4%0.008%
8/16/2023PCA Investment Advisory Services Inc.861$98K0.1%N/A0.001%
8/16/2023Sunbelt Securities Inc.15,973$1.81M0.3%+10.1%0.009%
8/16/2023GTS Securities LLC13,760$1.56M0.0%N/A0.008%
8/15/2023Alliancebernstein L.P.32,784$3.71M0.0%+9.9%0.019%
8/15/2023Equitable Holdings Inc.111,565$12.64M0.2%+1.9%0.065%
8/15/2023High Falls Advisors Inc13,493$1.53M0.4%-9.0%0.008%
8/15/2023Imprint Wealth LLC367,218$36.72M0.2%+15,728.4%0.216%
8/15/2023Wells Fargo & Company MN4,746,983$537.83M0.1%-11.1%2.786%
8/15/2023EPG Wealth Management LLC1,498$0.17M0.1%-17.5%0.001%
8/15/2023Atlas Capital Advisors LLC300$34K0.0%-91.5%0.000%
8/15/2023Employees Retirement Fund of the City of Fort Worth193,146$21.88M4.1%N/A0.113%
8/15/2023SkyView Investment Advisors LLC13,219$1.50M0.4%-43.0%0.008%
8/15/2023Retirement Group LLC1,511$0.17M0.1%+9.6%0.001%
8/15/2023Moneta Group Investment Advisors LLC72,944$8.27M0.2%-1.9%0.043%
8/15/2023Integrated Wealth Concepts LLC61,955$7.02M0.1%-30.4%0.036%
8/15/2023Raymond James Trust N.A.52,305$5.93M0.2%+5.1%0.031%
8/15/2023First Citizens Bank & Trust Co.19,134$2.17M0.0%+43.1%0.011%
8/15/2023Colony Group LLC14,345$1.63M0.0%-37.5%0.008%
8/15/2023First Capital Advisors Group LLC.13,219$1.50M0.8%-43.0%0.008%
8/15/2023IHT Wealth Management LLC10,511$1.19M0.1%+5.5%0.006%
8/15/2023Centaurus Financial Inc.10,262$1.16M0.1%-26.7%0.006%
8/15/2023Goldman Sachs Group Inc.821,876$93.12M0.0%-12.4%0.482%
8/15/2023Wealthsource Partners LLC13,751$1.56M0.1%-1.2%0.008%
8/15/2023Belpointe Asset Management LLC9,930$1.13M0.1%-60.0%0.006%
8/15/2023Zacks Investment Management2,342$0.27M0.0%N/A0.001%
8/15/2023Harbour Investments Inc.6,343$0.72M0.0%+4.3%0.004%
8/15/2023Waverly Advisors LLC5,645$0.64M0.0%-4.5%0.003%
8/15/2023Captrust Financial Advisors103,264$11.70M0.0%-11.3%0.061%
8/15/2023MMA Asset Management LLC28,063$3.18M2.0%-34.3%0.016%
8/15/2023Tyler Stone Wealth Management250$28K0.0%N/A0.000%
8/15/2023Royal Bank of Canada2,514,985$284.95M0.1%+0.3%1.476%
8/15/2023Rockefeller Capital Management L.P.334,206$37.87M0.1%+132.4%0.196%
8/15/2023Segall Bryant & Hamill LLC4,243$0.48M0.0%-12.5%0.002%
8/15/2023SRS Capital Advisors Inc.145,093$16.44M2.1%+3.9%0.085%
8/15/2023Stifel Financial Corp316,532$35.86M0.0%-4.6%0.186%
8/15/2023Hilltop Holdings Inc.14,133$1.60M0.2%+7.7%0.008%
8/15/2023Horizon Investments LLC252,315$28.59M0.8%+55,845.7%0.148%
8/15/2023Invenio Wealth Partners LLC26,061$2.95M3.3%N/A0.015%
8/15/2023Journey Strategic Wealth LLC4,466$0.51M0.0%-2.1%0.003%
8/15/2023Balentine LLC105,688$11.97M0.4%+0.9%0.062%
8/15/2023Beacon Pointe Advisors LLC74,391$8.43M0.1%+13.9%0.044%
8/15/2023Cadence Bank13,883$1.57M0.1%-6.9%0.008%
8/14/2023Callan Family Office LLC42,154$4.78M1.3%-0.3%0.025%
8/14/2023Vivaldi Capital Management LP36,783$4.17M1.3%-21.0%0.022%
8/14/2023Mercer Global Advisors Inc. ADV228,972$25.94M0.1%-27.6%0.134%
8/14/2023Orion Portfolio Solutions LLC30,322$4.96M0.1%+129.8%0.018%
8/14/2023Fort Point Capital Partners LLC5,714$0.65M0.1%+12.2%0.003%
8/14/2023Keebeck Wealth Management LLC342,107$38.76M5.3%0.0%0.201%
8/14/2023Gallagher Fiduciary Advisors LLC1,972$0.22M0.0%-58.7%0.001%
8/14/2023Stephens Inc. AR14,112$1.60M0.0%-24.4%0.008%
8/14/2023United Capital Financial Advisers LLC47,901$5.43M0.0%-9.6%0.028%
8/14/2023Sowell Financial Services LLC29,065$3.29M0.2%+16.1%0.017%
8/14/2023IFP Advisors Inc27,216$3.08M0.1%-20.5%0.016%
8/14/2023Tower Research Capital LLC TRC 23,631$2.68M0.1%+120.4%0.014%
8/14/2023Kohmann Bosshard Financial Services LLC9,740$1.10M0.2%-1.4%0.006%
8/14/2023Two Sigma Securities LLC7,789$0.88M0.0%+337.1%0.005%
8/14/2023New England Asset Management Inc.160,100$18.14M2.6%-15.0%0.094%
8/14/2023State Street Corp25,996$2.95M0.0%+2.8%0.015%
8/14/2023MML Investors Services LLC40,358$4.57M0.0%-16.7%0.024%
8/14/2023Marco Investment Management LLC5,916$0.67M0.1%+6.8%0.003%
8/14/2023First Foundation Advisors3,100$0.35M0.0%-12.6%0.002%
8/14/2023Bleakley Financial Group LLC6,669$0.76M0.0%-4.5%0.004%
8/14/2023Buckingham Strategic Partners6,346$0.72M0.0%+7.4%0.004%
8/14/2023Union Savings Bank17,839$2.11M1.3%N/A0.010%
8/14/2023Graves Light Lenhart Wealth Inc.32,729$3.71M0.5%-3.0%0.019%
8/14/2023Asset Management Group Inc.15,585$1.77M0.4%-0.7%0.009%
8/14/2023Snowden Capital Advisors LLC11,201$1.27M0.0%-7.9%0.007%
8/14/2023Thrivent Financial for Lutherans34,209$3.87M0.0%+9.0%0.020%
8/14/2023Cerity Partners LLC125,124$14.18M0.1%+94.9%0.073%
8/14/2023Glenview Trust Co35,682$4.04M0.1%-3.6%0.021%
8/11/2023SageView Advisory Group LLC24,083$2.73M0.2%+9.3%0.014%
8/11/2023New England Private Wealth Advisors LLC34,964$3.96M0.8%-60.5%0.021%
8/11/2023Bryn Mawr Capital Management LLC3,229$0.37M0.0%N/A0.002%
8/11/2023Kayne Anderson Rudnick Investment Management LLC97,213$11.02M0.0%-7.8%0.057%
8/11/2023Robertson Stephens Wealth Management LLC5,947$0.67M0.0%+3.4%0.003%
8/11/2023Regal Investment Advisors LLC14,264$1.62M0.1%-1.0%0.008%
8/11/2023Jag Capital Management LLC9,337$1.06M0.1%-7.1%0.005%
8/11/2023Cibc World Market Inc.252,120$28.57M0.1%-2.9%0.148%
8/11/2023Baird Financial Group Inc.169,729$19.23M0.1%-10.2%0.100%
8/11/2023Security Financial Services INC.1,816$0.21M0.1%-7.1%0.001%
8/11/2023BlackRock Inc.328,242$37.19M0.0%-2.5%0.193%
(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, 1,316 institutional investors and hedge funds held shares of iShares Select Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.24B), Morgan Stanley ($922.41M), Wells Fargo & Company MN ($537.83M), PNC Financial Services Group Inc. ($520.14M), Bank of New York Mellon Corp ($414.38M), Northern Trust Corp ($378.95M), and Royal Bank of Canada ($284.95M).Learn more on DVY's institutional investors.

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

47.25% 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 1,136 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: Moneta Group Investment Advisors LLC ($75.86M), Nissay Asset Management Corp Japan ADV ($1.80M), Journey Strategic Wealth LLC ($1.66M), Bank of Montreal Can ($1.59M), Bank of America Corp DE ($1.56M), Bank of New York Mellon Corp ($1.32M), and Sowell Financial Services LLC ($1.31M).

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

Institutional investors have bought a total of 117,505,772 shares in the last 24 months. This purchase volume represents approximately $27.84B in transactions.

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

Of the 862 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: Journey Strategic Wealth LLC ($1.65M), Truist Financial Corp ($1.10M), Foundations Investment Advisors LLC ($0.78M), Wells Fargo & Company MN ($0.59M), Advisor Group Holdings Inc. ($0.58M), Bank of New York Mellon Corp ($0.56M), and Jane Street Group LLC ($0.55M).

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

Institutional investors have sold a total of 20,440,780 shares in the last 24 months. This volume of shares sold represents approximately $4.10B in transactions.


This page (NASDAQ:DVY) was last updated on 9/30/2023 by MarketBeat.com Staff

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