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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$151.37 -1.12 (-0.73%)
As of 10:45 AM 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)
769
Total
Institutional Inflows
(last 12 months)
$2.29B
Number of
Institutional Sellers
(last 12 months)
625
Total
Institutional Outflows
(last 12 months)
$951.62M
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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
5/15/2026Bradley Foster & Sargent Inc. CT8,035$1.22M0.0%-1.0%0.005%
5/15/2026Matrix Private Capital Group LLC793$120K0.1%N/A0.001%
5/15/2026Waverly Advisors LLC20,772$3.15M0.0%+4.5%0.014%
5/15/2026Asset Management Group Inc.15,648$2.37M0.4%+0.7%0.011%
5/14/2026Sentinel Advisory Group LLC7,569$1.15M0.6%N/A0.005%
5/14/2026Hilltop Holdings Inc.30,203$4.57M0.4%+5.6%0.021%
5/14/2026GC Wealth Management RIA LLC2,970$450K0.0%N/A0.002%
5/14/2026Modern Wealth Management LLC2,190$331K0.0%N/A0.001%
5/14/2026Keebeck Wealth Management31,180$4.72M0.5%-14.6%0.021%
5/14/2026RMG Wealth Management LLC2,210$335K0.0%N/A0.002%
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5/14/2026 American Financial Advisors LLC1,658$251K0.0%-10.0%0.001%
5/14/2026 Davis R M Inc.3,318$502K0.0%+10.3%0.002%
5/14/2026 Lido Advisors LLC101,349$15.35M0.0%-10.5%0.069%
5/13/2026 Cetera Investment Advisers539,922$81.75M0.1%+5.9%0.367%
5/13/2026 NewEdge Wealth LLC20,329$3.08M0.0%-8.0%0.014%
5/13/2026 First Citizens Bank & Trust Co.14,984$2.27M0.0%-36.6%0.010%
5/8/2026 Pacific Sun Financial Corp2,492$377K0.2%+4.2%0.002%
5/8/2026 PNC Financial Services Group Inc.3,506,722$530.95M0.3%-1.3%2.384%
5/7/2026 AlTi Global Inc.79,441$12.03M0.3%+22.9%0.054%
5/7/2026 Continuum Wealth Advisors LLC2,731$414K0.2%-2.5%0.002%
5/7/2026 Scarborough Advisors LLC30,607$4.63M0.5%N/A0.021%
5/7/2026 Parallel Advisors LLC18,253$2.76M0.0%+3.2%0.012%
5/7/2026 Spartan Wealth Advisory Services LLC3,485$528K0.0%N/A0.002%
5/7/2026 ANB Bank3,300$500K0.2%-5.4%0.002%
5/7/2026 Crescent Grove Advisors LLC19,892$3.01M0.3%-1.8%0.014%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,881$285K0.0%-79.6%0.001%
5/6/2026 Gryphon Financial Partners LLC11,594$1.76M0.2%-19.4%0.008%
5/6/2026 Arcus Capital Partners LLC142,176$21.53M7.7%-15.7%0.097%
5/6/2026 Townsend Asset Management Corp NC ADV29,557$4.48M1.6%+2.2%0.020%
5/6/2026 Advisortrust Partners LLC1,130$171K0.1%N/A0.001%
5/6/2026 Assetmark Inc.220,488$33.38M0.1%-1.2%0.150%
5/6/2026 Gould Asset Management LLC CA7,908$1.20M0.2%+6.0%0.005%
5/6/2026 Main Street Group LTD218$33K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC1,938$293K0.0%+53.1%0.001%
5/6/2026 Bessemer Group Inc.27,083$4.10M0.0%+13.5%0.018%
5/6/2026 Gerald Baker Financial Group LLC4,946$749K0.3%N/A0.003%
5/6/2026 Thayer Partners LLC MA8,408$1.27M0.6%+3.3%0.006%
5/6/2026 Independent Financial Group LLC9,284$1.41M0.0%N/A0.006%
5/5/2026 Evergreen Advisors LLC451$68K0.0%N/A0.000%
5/5/2026 Wealthfront Advisers LLC28,173$4.27M0.0%+10.6%0.019%
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5/5/2026 D.A. Davidson & CO.30,911$4.68M0.0%-2.8%0.021%
5/5/2026 Navigation Group LLC4,117$623K0.1%N/A0.003%
5/5/2026 Beaumont Financial Advisors LLC56,527$8.56M0.6%-0.3%0.038%
5/5/2026 Bank of New York Mellon Corp1,608,990$243.62M0.0%-5.1%1.094%
5/5/2026 Gentry Private Wealth LLC5,115$774K0.5%-13.3%0.003%
5/5/2026 Journey Advisory Group LLC6,443$976K0.1%-33.5%0.004%
5/5/2026 Geneos Wealth Management Inc.23,325$3.53M0.1%+1.3%0.016%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.1,168$177K0.0%+34.6%0.001%
5/5/2026 Signet Financial Management LLC6,767$1.03M0.1%-1.3%0.005%
5/5/2026 Sterling Investment Advisors Ltd.266,000$40.28M6.7%+272.2%0.181%
5/5/2026 Sigma Planning Corp21,684$3.28M0.1%-1.2%0.015%
5/5/2026 Cornerstone Advisory LLC2,197$333K0.0%-5.3%0.001%
5/5/2026 1ST Source Bank1,798$272K0.0%N/A0.001%
5/5/2026 Nwam LLC12,602$1.91M0.1%-1.8%0.009%
5/4/2026 Calamos Advisors LLC2,533$384K0.0%N/A0.002%
5/4/2026 AMG National Trust Bank313,946$47.54M1.0%+2.9%0.213%
5/4/2026 Retirement Planning Group LLC6,153$932K0.0%+12.4%0.004%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,978$299K0.0%-8.0%0.001%
5/4/2026 Bleakley Financial Group LLC20,749$3.14M0.0%-17.1%0.014%
5/4/2026 Archer Investment Corp7,755$1.17M0.3%-1.1%0.005%
5/4/2026 Chicago Partners Investment Group LLC21,996$3.34M0.1%+9.9%0.015%
5/4/2026 Cdkv Holdings LLC10,495$1.59M1.4%+8.6%0.007%
5/4/2026 Moment Partners LLC258,828$39.19M7.0%+0.6%0.176%
5/4/2026 Procyon Advisors LLC4,317$654K0.0%+3.3%0.003%
5/2/2026 International Assets Investment Management LLC12,815$1.94M0.0%-5.4%0.009%
5/2/2026 Trifecta Capital Advisors LLC16,660$2.52M0.4%+0.6%0.011%
5/2/2026 Associated Banc Corp7,390$1.12M0.0%-5.1%0.005%
5/2/2026 Diversify Wealth Management LLC3,644$558K0.0%N/A0.002%
5/2/2026 Valmark Advisers Inc.181,493$27.48M0.3%+1.3%0.123%
5/1/2026 Ferguson Wellman Capital Management Inc.31,366$4.75M0.1%+1.8%0.021%
5/1/2026 Citizens Financial Group Inc. RI38,986$5.90M0.1%-18.6%0.026%
5/1/2026 Midwest Trust Co18,305$2.77M0.0%+9.3%0.012%
5/1/2026 Fifth Third Bancorp645,684$97.76M0.2%+178.6%0.439%
5/1/2026 Sequoia Financial Advisors LLC55,816$8.45M0.0%-2.8%0.038%
5/1/2026 Independence Bank of Kentucky15,570$2.36M0.3%-13.4%0.011%
4/30/2026 Costello Asset Management INC3,998$605K0.2%+6.9%0.003%
4/30/2026 Stiles Financial Services Inc2,784$421K0.1%-2.9%0.002%
4/30/2026 Hsbc Holdings PLC13,745$2.08M0.0%-9.8%0.009%
4/30/2026 Accredited Investors Inc.7,719$1.17M0.1%-5.2%0.005%
4/30/2026 Sonata Capital Group Inc.23,409$3.54M1.3%-0.7%0.016%
4/30/2026 First National Bank & Trust Co. of Newtown151,168$22.89M4.9%-11.3%0.103%
4/30/2026 Yukon Wealth Management Inc.128,315$19.43M11.6%-2.0%0.087%
4/30/2026 Millstone Evans Group LLC372$56K0.0%-28.0%0.000%
4/30/2026 First Horizon Corp11,600$1.76M0.1%-16.1%0.008%
4/30/2026 Mosaic Family Wealth Partners LLC18,258$2.76M0.3%-1.9%0.012%
4/30/2026 Stronghold Wealth Management L.L.C.6,769$1.03M1.5%-2.7%0.005%
4/30/2026 Kestra Advisory Services LLC165,919$25.12M0.1%+41.8%0.113%
4/30/2026 Money Concepts Capital Corp2,561$388K0.0%+8.7%0.002%
4/30/2026 Greenwood Capital Associates LLC7,680$1.16M0.1%-64.7%0.005%
4/30/2026 KDK Private Wealth Management LLC2,400$352K0.3%+8.1%0.002%
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4/29/2026 American Wealth Advisors LLC18,056$2.73M2.8%+34.2%0.012%
4/29/2026 Childress Capital Advisors LLC2,884$437K0.1%+34.4%0.002%
4/29/2026 Montag A & Associates Inc.1,397$212K0.0%-31.0%0.001%
4/29/2026 Addison Capital Co11,368$1.72M0.3%N/A0.008%
4/29/2026 Integrated Advisors Network LLC10,390$1.57M0.1%-67.8%0.007%
4/29/2026 Cabana LLC5,772$874K6.9%-15.3%0.004%
4/29/2026 Dumont & Blake Investment Advisors LLC61,686$9.34M2.3%-1.2%0.042%
4/28/2026 Columbia Bank1,350$204K0.1%N/A0.001%
4/28/2026 DGS Capital Management LLC2,169$328K0.1%N/A0.001%
4/28/2026 Stephens Inc. AR15,749$2.39M0.0%+2.2%0.011%


DVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,404 institutional investors and hedge funds held shares of iShares Select Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.15B), Morgan Stanley ($918.37M), Wells Fargo & Company MN ($537.46M), PNC Financial Services Group Inc. ($530.95M), Royal Bank of Canada ($433.83M), Northern Trust Corp ($431.30M), and LPL Financial LLC ($252.57M).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 1,140 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 ($1.09M).

Institutional investors have bought a total of 16,388,511 shares in the last 24 months. This purchase volume represents approximately $2.29B in transactions.

Of the 617 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), Miller Howard Investments Inc. NY ($613.29K), Bank of America Corp DE ($372.82K), PNC Financial Services Group Inc. ($291.86K), Bank of New York Mellon Corp ($252.27K), M&T Bank Corp ($230.23K), and Corient Private Wealth LLC ($205.59K).

Institutional investors have sold a total of 6,790,920 shares in the last 24 months. This volume of shares sold represents approximately $951.62M in transactions.


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This page (NASDAQ:DVY) was last updated on 5/15/2026 by MarketBeat.com Staff.
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