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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$161.30 -0.37 (-0.23%)
As of 02:53 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)
717
Total
Institutional Inflows
(last 12 months)
$2.03B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$901.21M
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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
8/6/2026Bank of New York Mellon Corp1,589,062$248.37M0.0%-1.2%1.091%
8/6/2026Russell Investments Group Ltd.1,529$239K0.0%+38.1%0.001%
8/6/2026Clearstead Trust LLC560$88K0.0%-65.9%0.000%
8/6/2026Maridea Wealth Management LLC4,728$739K0.1%N/A0.003%
8/6/2026Fort Sheridan Advisors LLC1,402$219K0.0%N/A0.001%
8/6/2026Insight Advisors LLC PA1,917$300K0.1%-10.2%0.001%
8/6/2026Ellis Investment Partners LLC184,501$28.84M4.4%-2.7%0.127%
8/6/2026Capital Analysts LLC25,997$4.06M0.1%-1.0%0.018%
8/5/2026Stonebridge Advisors LLC5,071$553.07M0.7%N/A0.003%
8/5/2026Rik Saylor Financial Inc.4,695$734K0.5%-3.7%0.003%
8/5/2026Janney Montgomery Scott LLC240,143$37.53M0.1%+0.6%0.165%
8/5/2026Fifth Third Bancorp658,941$102.99M0.2%+2.1%0.452%
8/5/2026Midwest Trust Co17,101$2.67M0.0%-6.6%0.012%
8/5/2026 Founders Financial Alliance LLC2,062$322K0.0%-4.6%0.001%
8/5/2026 McAdam LLC2,007$314K0.0%N/A0.001%
8/4/2026 Transcend Capital Advisors LLC18,507$2.89M0.2%-3.5%0.013%
8/4/2026 Carret Asset Management LLC50,334$7.87M0.7%+1.7%0.035%
8/4/2026 Arch Capital Group LTD.30,000$91.94M31.6%N/A0.021%
8/4/2026 Journey Advisory Group LLC5,823$910K0.1%-9.6%0.004%
8/4/2026 Provident Wealth Management LLC336$53K0.0%-39.0%0.000%
8/4/2026 Choreo LLC8,903$1.39M0.0%-1.4%0.006%
8/4/2026 Ascent Group LLC3,946$617K0.0%-8.4%0.003%
8/3/2026 BIP Wealth LLC8,735$1.37M0.0%+105.7%0.006%
8/3/2026 Phillips Financial Management LLC721$113K0.0%-24.3%0.000%
8/3/2026 Gerald Baker Financial Group LLC5,847$914K0.3%+5.0%0.004%
7/10/2026 Northside Capital Management LLC651,372$101.81M8.3%-0.4%0.444%
7/10/2026 Annex Advisory Services LLC2,965$463K0.0%+3.4%0.002%
7/10/2026 Cabana LLC5,443$851K6.4%-5.7%0.004%
7/10/2026 JFS Wealth Advisors LLC23,241$3.63M0.2%-0.3%0.016%
7/10/2026 Farrell Financial LLC1,292$202K0.1%N/A0.001%
7/10/2026 Ocean Park Asset Management LLC4,243$663K0.0%+2.0%0.003%
7/10/2026 City Holding Co.15,792$2.47M0.3%-10.7%0.011%
7/10/2026 Sage Capital Advisors llc2,993$468K0.1%+2.2%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,183$2.06M0.2%-5.3%0.009%
7/10/2026 Fulton Bank N.A.30,258$4.73M0.1%-0.7%0.021%
7/10/2026 Wealthcare Advisory Partners LLC25,192$3.94M0.1%-16.4%0.017%
7/9/2026 Charis Legacy Partners LLC3,216$503K0.6%+36.8%0.002%
7/9/2026 Shrier Wealth Management LLC4,323$676K0.2%-4.3%0.003%
7/9/2026 GoalVest Advisory LLC6,573$1.03M0.2%+27.6%0.004%
7/9/2026 Sax Wealth Advisors LLC17,381$2.63M0.1%-0.9%0.012%
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7/9/2026 Valeo Financial Advisors LLC24,347$3.81M0.1%+0.6%0.017%
7/8/2026 Shulman DeMeo Asset Management LLC28,586$4.47M0.8%-4.0%0.019%
7/8/2026 Trust Point Inc.10,809$1.69M0.1%+9.1%0.007%
7/8/2026 First Heartland Consultants Inc.2,374$371K0.0%+4.5%0.002%
7/8/2026 Kwmg LLC114,949$17.97M1.3%+5.3%0.078%
7/8/2026 Puff Wealth Management LLC3,200$500K0.5%N/A0.002%
7/8/2026 Cooper Financial Group1,722$269K0.0%+27.7%0.001%
7/8/2026 Apella Capital LLC7,000$1.12M0.0%-9.3%0.005%
7/8/2026 Evanson Financial LLC6,192$968K0.0%N/A0.004%
7/8/2026 Gainplan LLC2,560$400K0.2%+9.4%0.002%
7/7/2026 JGP Wealth Management LLC90,968$14.22M1.3%-1.5%0.062%
7/7/2026 Mechanics Bank Trust Department31,068$4.86M0.6%+3.3%0.021%
7/7/2026 David J Yvars Group14,515$2.27M1.1%+6.0%0.010%
7/7/2026 Dynamic Advisor Solutions LLC4,306$673K0.0%+31.6%0.003%
7/7/2026 FOCUS Wealth Advisors LLC39,099$6.11M2.8%+0.4%0.027%
7/7/2026 Graves Light Lenhart Wealth Inc.27,245$4.26M0.4%-2.3%0.019%
7/7/2026 GAMMA Investing LLC2,299$359K0.0%+13.6%0.002%
7/7/2026 Avior Wealth Management LLC6,082$951K0.0%+2.9%0.004%
7/7/2026 Greenfield Savings Bank4,745$742K0.3%-2.0%0.003%
7/7/2026 Harbor Investment Advisory LLC12,972$2.03M0.1%-0.5%0.009%
7/7/2026 Canandaigua National Bank & Trust Co.17,232$2.69M0.2%N/A0.012%
7/7/2026 CoreCap Advisors LLC5,146$804K0.0%+3.3%0.004%
7/7/2026 St. Clair Advisors LLC29,720$4.65M1.2%-0.3%0.020%
7/6/2026 Trilogy Capital Inc.3,782$591K0.0%+2.5%0.003%
7/2/2026 MassMutual Private Wealth & Trust FSB8,570$1.34M0.0%-29.2%0.006%
7/1/2026 Eastern Bank7,824$1.22M0.0%-9.3%0.005%
6/22/2026 Sapient Capital LLC16,537$2.50M0.0%-41.2%0.011%
6/16/2026Steelhead Wealth Management LLC2,667$403K0.2%N/A0.002%
6/16/2026Empowered Funds LLC1,578$239K0.0%N/A0.001%
6/12/2026 S&A Financial Services Inc.6,054$917K0.6%N/A0.004%
6/10/2026Curry Webb Wealth Management LLC1,500$227K0.1%N/A0.001%
6/10/2026 FAS Wealth Partners Inc.30,178$4.57M0.3%-4.3%0.021%
6/9/2026 Rathbones Group PLC40,358$6.11M0.0%-1.4%0.027%
6/8/2026Farmers National Bank10,084$1.53M0.3%-1.9%0.007%
6/3/2026Parallel Advisors LLC18,253$2.76M0.0%+3.2%0.012%
6/3/2026NewEdge Advisors LLC75,545$11.44M0.0%-4.3%0.051%
6/1/2026Caerus Investment Advisors LLC16,920$2.56M1.1%-2.0%0.012%
6/1/2026First Nebraska Trust Co12,020$1.82M0.2%N/A0.008%
6/1/2026 Flagship Wealth Advisors LLC8,364$1.27M0.5%-3.3%0.006%
6/1/2026Dala Group LLC1,771$268K0.2%N/A0.001%
5/29/2026 Asset Dedication LLC11,305$1.71M0.1%+3.1%0.008%
5/28/2026Cozad Asset Management Inc.14,734$2.23M0.2%+0.5%0.010%
5/26/2026Glenmede Trust Co. NA242,129$36.66M0.2%+0.9%0.165%
5/21/2026 Raab & Moskowitz Asset Management LLC74,238$11.24M2.5%+13.6%0.050%
5/21/2026 GKV Capital Management Co. Inc.400$61K0.0%N/A0.000%
5/21/2026Essential Partners LLC455$69K0.0%N/A0.000%
5/21/2026 BankChampaign National Association550$83K0.1%N/A0.000%
5/20/2026 SOA Wealth Advisors LLC.63,420$9.60M1.0%-2.7%0.043%
5/19/2026Western Wealth Management LLC21,389$3.24M0.1%-1.7%0.015%
5/19/2026 Sonoma Allocations LLC2,578$391K0.1%N/A0.002%
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5/19/2026Bank of America Corp DE8,065,913$1.22B0.1%-1.3%5.483%
5/19/2026 Ashton Thomas Securities LLC3,106$470K0.1%N/A0.002%
5/19/2026Arkadios Wealth Advisors15,105$2.29M0.0%-1.6%0.010%
5/18/2026Readystate Asset Management LP4,015$608K0.0%N/A0.003%
5/18/2026Royal Bank of Canada2,746,436$415.84M0.1%-10.6%1.867%
5/18/2026 Richwood Investment Advisors LLC10,567$1.60M1.2%-1.9%0.007%
5/18/2026Empowered Funds LLC1,578$239K0.0%N/A0.001%
5/18/2026Evercore Wealth Management LLC14,163$2.14M0.0%-2.2%0.010%
5/16/2026Glen Eagle Advisors LLC11,641$1.76M0.2%+1.0%0.008%
5/16/2026Excelsior Advisor Network LLC4,016$608K0.2%+30.2%0.003%


DVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,397 institutional investors and hedge funds held shares of iShares Select Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.22B), Morgan Stanley ($918.37M), Stonebridge Advisors LLC ($553.07M), Wells Fargo & Company MN ($537.46M), PNC Financial Services Group Inc. ($530.95M), Northern Trust Corp ($431.30M), and Royal Bank of Canada ($415.84M).Learn more on iShares Select Dividend ETF's institutional investors.

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

Of the 1,121 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), Northwestern Mutual Wealth Management Co. ($6.04M), International Assets Investment Management LLC ($4.35M), Laurel Wealth Advisors LLC ($1.88M), Kingstone Capital Partners Texas LLC ($1.47M), Raymond James Financial Inc. ($1.33M), and Miller Howard Investments Inc. NY ($838.86K).

Institutional investors have bought a total of 14,438,550 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

Of the 551 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: Laurel Wealth Advisors LLC ($1.88M), Bank of America Corp DE ($477.08K), Royal Bank of Canada ($327.34K), Miller Howard Investments Inc. NY ($321.51K), PNC Financial Services Group Inc. ($291.86K), Bank of New York Mellon Corp ($261.55K), and M&T Bank Corp ($230.23K).

Institutional investors have sold a total of 6,339,830 shares in the last 24 months. This volume of shares sold represents approximately $901.21M in transactions.


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This page (NASDAQ:DVY) was last updated on 8/6/2026 by MarketBeat.com Staff.
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