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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$153.10 +0.05 (+0.03%)
Closing price 10/5/2026 04:00 PM Eastern
Extended Trading
$153.10 0.00 (0.00%)
As of 04:54 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
684
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
545
Total
Institutional Outflows
(last 12 months)
$789.71M
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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
10/5/2026Olistico Wealth LLC1,853$282K0.1%-99.0%0.001%
10/5/2026Park National Corp OH16,485$2.51M0.1%-1.1%0.011%
10/5/2026Horizons Wealth Management360$55K0.0%N/A0.000%
10/5/2026Ferguson Wellman Capital Management Inc.31,729$4.83M0.1%+1.5%0.022%
10/5/2026Eastern Bank7,753$1.18M0.0%-0.9%0.005%
10/5/2026MassMutual Private Wealth & Trust FSB8,405$1.28M0.0%-1.9%0.006%
10/2/2026 GoalVest Advisory LLC8,222$1.25M0.1%+25.1%0.006%
10/1/2026 Montecito Bank & Trust5,459$830K0.1%+8.1%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.10,888$1.70M0.0%-6.6%0.007%
9/23/2026Envestnet Asset Management Inc.1,576,255$246.33M0.0%+6.0%1.082%
9/18/2026Security National Bank of SO Dak6,754$1.06M0.5%-4.6%0.005%
9/18/2026Security National Bank of Sioux City Iowa IA2,455$384K0.2%+28.9%0.002%
9/15/2026Cherry Tree Wealth Management LLC1,080$169K0.0%-5.7%0.001%
9/11/2026Smith Chas P & Associates PA Cpas3,534$552K0.0%-2.5%0.002%
9/9/2026Sequoia Financial Advisors LLC56,752$8.87M0.0%+1.7%0.039%
9/9/2026Capital Analysts LLC25,997$4.06M0.1%-1.0%0.018%
9/9/2026SVB Wealth LLC11,614$1.82M0.1%+6.8%0.008%
9/9/2026Capital Advantage Inc.5,879$919K0.1%-4.5%0.004%
9/9/2026NorthRock Partners LLC13,141$2.05M0.0%-10.9%0.009%
9/9/2026Integrated Wealth Concepts LLC74,982$11.72M0.1%+3.3%0.051%
9/9/2026RFG Advisory LLC2,989$467K0.0%-19.2%0.002%
9/9/2026NewEdge Advisors LLC74,144$11.59M0.0%-1.9%0.051%
9/9/2026IFP Advisors Inc41,768$6.53M0.1%-3.8%0.029%
9/9/2026Baird Financial Group Inc.242,437$37.89M0.1%-0.2%0.166%
9/9/2026Arcus Capital Partners LLC126,317$19.74M8.3%-11.2%0.087%
9/9/2026Sterling Investment Advisors Ltd.305,312$47.72M7.3%+14.8%0.210%
9/8/2026Allworth Financial LP30,655$4.79M0.0%-7.0%0.021%
9/8/2026Edge Wealth Management LLC4,701$735K0.1%-46.0%0.003%
9/8/2026Waverly Advisors LLC26,940$4.21M0.0%+29.7%0.018%
9/4/2026Parkside Financial Bank & Trust2,321$363K0.0%+10.0%0.002%
8/27/2026Corient Private Wealth LP100,505$15.71M0.0%+5.7%0.069%
8/26/2026HighTower Advisors LLC325,885$50.94M0.0%-1.7%0.224%
8/23/2026Ameritas Advisory Services LLC24,618$3.85M0.1%+46.8%0.017%
8/23/2026Guardian Wealth Advisors LLC NC9,070$1.42M0.1%+11.5%0.006%
8/23/2026Kintra Wealth LLC6,019$992K0.1%-3.4%0.004%
8/23/2026Operose Advisors LLC23,216$3.63M0.7%+0.8%0.016%
8/23/2026HB Wealth Management LLC199,537$31.19M0.2%+47.7%0.137%
8/23/2026Nilsine Partners LLC4,039$631K0.0%-5.8%0.003%
8/23/2026Angeles Wealth Management LLC3,723$582K0.0%+92.1%0.003%
8/22/2026Compass Financial Management LLC1,797$284K0.0%N/A0.001%
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8/22/2026NBH Bank3,675$574K0.2%N/A0.003%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC20,674$3.23M1.1%N/A0.014%
8/22/2026Old Mission Investment Co LLC8,022$1.25M0.3%N/A0.006%
8/22/2026Cornerstone Advisors Asset Management LLC39,604$6.19M0.8%-8.1%0.027%
8/22/2026Rik Saylor Financial Inc.4,695$734K0.5%-3.7%0.003%
8/22/2026Tudor Financial Inc.2,512$393K0.2%-24.6%0.002%
8/22/2026Sapient Capital LLC16,474$2.58M0.0%-0.4%0.011%
8/22/2026TD Waterhouse Canada Inc.19,056$2.99M0.0%+29.2%0.013%
8/22/2026United Community Bank4,060$635K0.2%-5.8%0.003%
8/22/2026Concurrent Investment Advisors LLC32,577$5.09M0.0%-8.2%0.022%
8/21/2026Alley Investment Management Company LLC5,579$872K0.1%-1.8%0.004%
8/21/2026KFG Wealth Management LLC2,561$400K0.0%-38.8%0.002%
8/21/2026Continuum Advisory LLC8,168$1.28M0.1%-8.8%0.006%
8/21/2026Round Rock Advisors LLC120,146$18.78M2.4%+4.8%0.082%
8/21/2026SkyOak Wealth LLC4,234$662K0.1%-2.3%0.003%
8/21/2026XML Financial LLC10,439$1.63M0.1%+3.8%0.007%
8/21/2026Beacon Financial Advisory LLC8,203$1.28M0.3%+3.7%0.006%
8/21/2026Murphy Middleton Hinkle & Parker Inc.35,005$5.47M2.2%+2.6%0.024%
8/20/2026LGL Partners LLC31,323$4.90M1.8%+0.8%0.022%
8/20/2026Rehmann Capital Advisory Group8,789$1.38M0.1%+2.5%0.006%
8/20/2026ICONIQ Capital LLC3,039$475K0.0%-50.7%0.002%
8/20/2026Sigma Planning Corp20,580$3.22M0.1%-5.1%0.014%
8/20/2026Benjamin Edwards Inc.13,700$2.14M0.0%+5.2%0.009%
8/20/2026GTS Securities LLC39,690$6.20M0.1%N/A0.027%
8/20/2026Northwestern Mutual Wealth Management Co.299,005$46.74M0.0%-27.5%0.205%
8/20/2026Wedbush Securities Inc.23,112$3.61M0.1%+57.3%0.016%
8/20/2026Sheets Smith Wealth Management6,816$1.07M0.1%-3.8%0.005%
8/20/2026Greenwood Capital Associates LLC6,483$1.01M0.1%-15.6%0.004%
8/20/2026Greenleaf Trust7,449$1.16M0.0%+41.2%0.005%
8/19/2026Capital Advisors Inc. OK2,627$411K0.0%-6.9%0.002%
8/19/2026Trustmark Bank Trust Department124,327$19.43M1.2%-0.2%0.085%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC13,129$2.05M0.0%-10.6%0.009%
8/19/2026Ferguson Wellman Capital Management Inc.31,252$4.89M0.1%-0.4%0.021%
8/19/2026Hsbc Holdings PLC14,950$2.34M0.0%+8.8%0.010%
8/15/2026First Bancorp Inc ME861$135K0.1%N/A0.001%
8/12/2026Compass Financial Management LLC1,797$284K0.0%N/A0.001%
8/8/2026Burke & Herbert Bank & Trust Co.28,255$4.42M1.1%-1.9%0.019%
8/8/2026Wealthfront Advisers LLC27,702$4.33M0.0%-1.7%0.019%
8/8/2026Pension & Wealth Management Advisors Inc.2,102$329K0.1%-20.3%0.001%
8/7/2026Citizens Financial Group Inc. RI40,029$6.26M0.1%+2.7%0.027%
8/7/2026BlackRock Inc.34,306$5.36M0.0%+19.6%0.024%
8/7/2026Pallas Capital Advisors LLC19,888$3.11M0.1%-5.1%0.014%
8/7/2026Performance Wealth Partners LLC7,971$1.25M0.0%-5.8%0.005%
8/7/2026Deutsche Bank AG34,478$5.39M0.0%+30.8%0.024%
8/7/2026Perigon Wealth Management LLC15,652$2.45M0.0%+20.4%0.011%
8/7/2026Trust Co. of Vermont6,416$1.00M0.0%N/A0.004%
8/7/2026Joseph P. Lucia & Associates LLC36,386$5.69M1.7%+15.8%0.025%
8/7/2026OneDigital Investment Advisors LLC14,338$2.24M0.0%+6.5%0.010%
8/7/2026Trivium Point Advisory LLC2,483$388K0.0%-30.0%0.002%
8/7/2026First National Bank & Trust Co. of Newtown142,561$22.98M4.7%-5.7%0.098%
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8/7/2026HBK Sorce Advisory LLC20,620$3.33M0.1%-2.2%0.014%
8/7/2026Continuum Advisory LLC8,168$1.28M0.1%-8.8%0.006%
8/6/2026Gould Asset Management LLC CA7,788$1.22M0.2%-1.5%0.005%
8/6/2026Arrowroot Family Office LLC3,157$493K0.1%+3.6%0.002%
8/6/2026Argent Trust Co28,927$4.52M0.1%+9.9%0.020%
8/6/2026Global Retirement Partners LLC14,343$2.24M0.0%N/A0.010%
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%


DVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,394 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 1,119 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 12,246,626 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

Of the 545 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), Royal Bank of Canada ($327.34K), Miller Howard Investments Inc. NY ($321.51K), Bank of New York Mellon Corp ($261.55K), PNC Financial Services Group Inc. ($244.18K), M&T Bank Corp ($228.62K), and Envestnet Asset Management Inc. ($191.31K).

Institutional investors have sold a total of 5,453,631 shares in the last 24 months. This volume of shares sold represents approximately $789.83M in transactions.


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Institutional ownership data for NASDAQ:DVY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
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