NASDAQ:DVY

iShares Select Dividend ETF Institutional Ownership

$117.75
+0.73 (+0.62 %)
(As of 04/16/2021 12:00 AM ET)
Add
Today's Range
$117.45
Now: $117.75
$118.13
50-Day Range
$105.08
MA: $113.05
$117.02
52-Week Range
$72.40
Now: $117.75
$118.13
Volume1.05 million shs
Average Volume815,503 shs
Market Capitalization$18.35 billion
P/E RatioN/A
Dividend Yield3.02%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


iShares Select Dividend ETF (NASDAQ DVY) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/16/2021Miller Howard Investments Inc. NY34,642$3.95M0.2%-75.6%0.022%
4/16/2021Harbor Investment Advisory LLC12,284$1.40M0.2%-33.7%0.008%
4/16/2021NEXT Financial Group Inc10,997$1.26M0.1%+11.1%0.007%
4/16/2021CRA Financial Services LLC2,582$0.30M0.1%N/A0.002%
4/16/2021Trust Co. of Vermont1,206$0.14M0.0%-9.0%0.001%
4/16/2021Epiq Partners LLC1,899$0.22M0.1%N/A0.001%
4/16/2021Bouvel Investment Partners LLC16,596$1.89M1.2%-5.1%0.011%
4/15/2021YorkBridge Wealth Partners LLC1,925$0.22M0.1%N/A0.001%
4/15/2021Crossmark Global Holdings Inc.23,268$2.66M0.1%-12.0%0.015%
4/15/2021CMG Global Holdings LLC12,899$1.47M1.3%N/A0.008%
4/15/2021Asset Advisors Investment Management LLC92,300$10.67M1.2%-0.6%0.059%
4/15/2021Leavell Investment Management Inc.6,268$0.72M0.1%+1.6%0.004%
4/15/2021Optimum Investment Advisors21,477$2.45M0.7%-2.8%0.014%
4/15/2021Mcdonald Partners LLC2,011$0.23M0.0%N/A0.001%
4/15/2021Allegiant Private Advisors LLC2,392$0.27M0.0%-23.9%0.002%
4/15/2021Atticus Wealth Management LLC1,462$0.17M0.1%-26.0%0.001%
4/15/2021City Holding Co.13,079$1.49M0.3%-2.1%0.008%
4/15/2021First Midwest Bank Trust Division14,507$1.66M0.2%-25.6%0.009%
4/14/2021Charles Schwab Trust Co1,800$0.21M0.0%N/A0.001%
4/14/2021Nachman Norwood & Parrott Inc8,564$0.98M0.1%+2.2%0.006%
4/14/2021Welch & Forbes LLC16,446$1.88M0.0%+7.5%0.011%
4/14/2021UNIVEST FINANCIAL Corp1,948$0.22M0.1%N/A0.001%
4/14/2021Secure Asset Management LLC2,600$0.30M0.2%+4.0%0.002%
4/14/2021Global Retirement Partners LLC74,135$8.46M1.0%+12.2%0.048%
4/14/2021Cypress Capital Group14,792$1.69M0.2%-3.2%0.010%
4/14/2021Global Trust Asset Management LLC9,137$1.04M0.6%+5.2%0.006%
4/14/2021CVA Family Office LLC11,262$1.29M0.5%-15.7%0.007%
4/14/2021First Citizens Bank & Trust Co.25,601$2.92M0.1%-2.6%0.016%
4/14/2021Stock Yards Bank & Trust Co.2,693$0.31M0.0%N/A0.002%
4/14/2021Sound Income Strategies LLC277$32K0.0%+61.0%0.000%
4/14/2021Powell Investment Advisors LLC80,881$9.23M6.0%+10.5%0.052%
4/13/2021Ballew Advisors Inc10,000$1.15M0.4%+90.5%0.006%
4/12/2021Winfield Associates Inc.24,180$2.76M1.1%N/A0.016%
4/12/2021Platte River Wealth Advisors LLC26,118$3.01M1.2%+24.3%0.017%
4/12/2021Courier Capital LLC2,007$0.23M0.0%N/A0.001%
4/12/2021First National Bank Sioux Falls1,950$0.22M0.4%N/A0.001%
4/12/2021Grassi Investment Management4,911$0.56M0.1%+2.1%0.003%
4/12/2021Coastal Investment Advisors Inc.3,674$0.42M0.1%+4.9%0.002%
4/12/2021Kwmg LLC63,472$7.24M1.2%+36.3%0.041%
4/12/2021Integer Wealth Advisors Group LLC18,441$2.13M1.2%-10.4%0.012%
4/12/2021Clarus Wealth Advisors3,840$0.44M0.3%-6.2%0.002%
4/12/2021Valeo Financial Advisors LLC16,380$1.87M0.1%+3.6%0.011%
4/12/2021Huntington National Bank203,056$23.17M0.3%-1.4%0.131%
4/12/2021Triangle Securities Wealth Management4,194$0.48M0.2%-18.0%0.003%
4/12/2021Monument Capital Management22,252$2.54M1.0%+0.8%0.014%
4/12/2021Private Capital Group LLC7,084$0.81M0.2%-21.2%0.005%
4/9/2021Graves Light Private Wealth Management Inc.53,598$6.12M1.0%+4.8%0.035%
4/9/2021Oldfather Financial Services LLC12,095$1.40M0.8%+56.6%0.008%
4/9/2021Flagship Private Wealth LLC2,494$0.29M0.2%-4.0%0.002%
4/9/2021Wiley BROS. Aintree Capital LLC17,301$1.99M1.4%+78.7%0.011%
4/9/2021First Citizens Financial Corp11,985$1.37M1.1%-3.6%0.008%
4/9/2021Edge Wealth Management LLC9,947$1.14M0.2%-5.1%0.006%
4/9/2021Fulton Breakefield Broenniman LLC25,070$2.86M0.3%+2.9%0.016%
4/9/2021Foundations Investment Advisors LLC711,402$82.34M4.8%N/A0.458%
4/9/2021Legacy Private Trust Co.10,469$1.20M0.1%-21.2%0.007%
4/9/2021First Hawaiian Bank7,356$0.84M0.0%-3.2%0.005%
4/8/2021NBT Bank N A NY1,800$0.21M0.0%N/A0.001%
4/8/2021BTR Capital Management Inc.1,969$0.23M0.0%N/A0.001%
4/8/2021OLD Dominion Capital Management Inc.5,890$0.67M0.2%+19.0%0.004%
4/8/2021First American Bank2,050$0.23M0.0%N/A0.001%
4/7/2021Bremer Bank National Association1,831$0.21M0.0%N/A0.001%
4/7/2021Summit Financial Group Inc.35,750$4.08M1.7%+7.0%0.023%
4/6/2021Smith Shellnut Wilson LLC ADV27,438$3.13M1.9%-13.0%0.018%
4/5/2021Canandaigua National Corp2,232$0.26M0.0%N/A0.001%
4/5/2021Fulton Bank N.A.20,917$2.39M0.1%-0.7%0.013%
4/1/2021Park National Corp OH28,426$3.24M0.1%-11.7%0.018%
4/1/2021Thomasville National Bank21,174$1.56M0.3%+131.4%0.014%
3/30/2021Koshinski Asset Management Inc.6,221$0.60M0.1%-4.1%0.004%
3/26/2021Bard Financial Services Inc.74,965$7.21M0.7%N/A0.049%
3/24/2021Alpha DNA Investment Management LLC500$48K0.1%N/A0.000%
3/19/2021Curi Capital5,926$0.57M0.4%N/A0.004%
3/16/2021Carret Asset Management LLC33,301$3.20M0.4%+15.8%0.022%
3/11/2021Midwest Professional Planners LTD.3,023$0.29M0.2%-71.7%0.002%
3/10/2021HM Payson & Co.11,372$1.09M0.0%+31.0%0.008%
3/10/2021SOA Wealth Advisors LLC.49,877$5.15M1.4%N/A0.033%
3/10/2021Coppell Advisory Solutions LLC3,170$0.31M0.2%N/A0.002%
3/9/2021tru Independence LLC18,092$1.74B3.2%N/A0.012%
3/5/2021Jackson Square Capital LLC2,151$0.21M0.1%-16.7%0.001%
3/5/2021Stonebridge Capital Advisors LLC81,961$7.88M1.2%+1.3%0.054%
3/5/2021Voya Financial Advisors Inc.6,118$0.58M0.0%-7.0%0.004%
3/4/2021Navis Wealth Advisors LLC2,500$0.24M0.2%N/A0.002%
3/4/2021FCA Corp TX33,721$3.24M1.0%-0.4%0.022%
3/4/2021Eaton Vance Management31,784$3.06M0.0%-5.9%0.021%
3/3/2021Laurel Wealth Advisors Inc.12,260$1.18M0.2%-7.0%0.008%
3/3/2021Jackson Grant Investment Advisers Inc.40,077$3.86M2.0%-6.7%0.026%
3/3/2021Hoffman Alan N Investment Management2,965$0.29M0.2%N/A0.002%
3/2/2021Capital Asset Advisory Services LLC7,291$0.70M0.1%+2.9%0.005%
3/1/2021Main Street Financial Solutions LLC19,052$1.83M0.4%N/A0.013%
2/26/2021RMR Wealth Builders871$84K0.0%-72.2%0.001%
2/26/2021Luken Investment Analytics LLC1,661$0.16M0.1%N/A0.001%
2/25/2021Field & Main Bank260$25K0.0%N/A0.000%
2/25/2021Tranquilli Financial Advisor LLC14,949$1.44M1.3%N/A0.010%
2/24/2021Bank Julius Baer & Co. Ltd Zurich11,250$1.08M0.0%-18.3%0.007%
2/23/2021Orion Capital Management LLC4,371$0.42M0.3%N/A0.003%
2/22/2021Retirement Group LLC2,023$0.19M0.1%N/A0.001%
2/19/2021JPMorgan Chase & Co.554,624$53.34M0.0%+23.6%0.368%
2/19/2021Rehmann Capital Advisory Group9,912$0.95M0.1%+2.1%0.007%
2/19/2021Albion Financial Group UT33,434$3.22M0.3%-0.4%0.022%
2/19/2021Walled Lake Planning & Wealth Management LLC18,468$1.78M1.3%-0.6%0.012%
2/19/2021KCM Investment Advisors LLC59,695$5.74M0.3%-21.5%0.040%
(Data available from 1/1/2016 forward)

This page was last updated on 4/19/2021 by MarketBeat.com Staff
MarketBeat - Stock Market News and Research Tools logo

MarketBeat empowers individual investors to make better trading decisions by providing real-time financial data and objective market analysis. Whether you’re looking for analyst ratings, corporate buybacks, dividends, earnings, economic reports, financials, insider trades, IPOs, SEC filings or stock splits, MarketBeat has the objective information you need to analyze any stock. Learn more.

MarketBeat is accredited by the Better Business Bureau

© American Consumer News, LLC dba MarketBeat® 2010-2021. All rights reserved.
326 E 8th St #105, Sioux Falls, SD 57103 | U.S. Based Support Team at [email protected] | (844) 978-6257
MarketBeat does not provide personalized financial advice and does not issue recommendations or offers to buy stock or sell any security. Learn more.

Our Accessibility Statement | Terms of Service | Do Not Sell My Information

© 2021 Market data provided is at least 10-minutes delayed and hosted by Barchart Solutions. Information is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see disclaimer. Fundamental company data provided by Zacks Investment Research. As a bonus to opt-ing into our email newsletters, you will also get a free subscription to the Liberty Through Wealth e-newsletter. You can opt out at any time.