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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$155.40 +0.49 (+0.32%)
As of 06/5/2026 04:00 PM Eastern
Compare

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)
770
Total
Institutional Inflows
(last 12 months)
$2.28B
Number of
Institutional Sellers
(last 12 months)
616
Total
Institutional Outflows
(last 12 months)
$1.01B
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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
6/3/2026 Parallel Advisors LLC18,253$2.76M0.0%+3.2%0.012%
6/3/2026 NewEdge Advisors LLC75,545$11.44M0.0%-4.3%0.051%
6/1/2026 Caerus Investment Advisors LLC16,920$2.56M1.1%-2.0%0.012%
6/1/2026 First 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%
6/1/2026 Dala Group LLC1,771$268K0.2%N/A0.001%
5/29/2026 Asset Dedication LLC11,305$1.71M0.1%+3.1%0.008%
5/28/2026 Cozad Asset Management Inc.14,734$2.23M0.2%+0.5%0.010%
5/26/2026 Glenmede 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%
5/21/2026 Essential 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%
5/19/2026 Western Wealth Management LLC21,389$3.24M0.1%-1.7%0.015%
5/19/2026 Sonoma Allocations LLC2,578$391K0.1%N/A0.002%
5/19/2026 Bank 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%
5/19/2026 Arkadios Wealth Advisors15,105$2.29M0.0%-1.6%0.010%
5/18/2026 Readystate Asset Management LP4,015$608K0.0%N/A0.003%
5/18/2026 Royal 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%
5/18/2026 Empowered Funds LLC1,578$239K0.0%N/A0.001%
5/18/2026 Evercore Wealth Management LLC14,163$2.14M0.0%-2.2%0.010%
5/16/2026 Glen Eagle Advisors LLC11,641$1.76M0.2%+1.0%0.008%
5/16/2026 Excelsior Advisor Network LLC4,016$608K0.2%+30.2%0.003%
5/16/2026 Quantinno Capital Management LP75,872$11.49M0.0%+66.0%0.052%
5/15/2026 Quadcap Wealth Management LLC5,420$821K0.1%+1.9%0.004%
5/15/2026 Cypress Capital Group12,077$1.83M0.2%-0.8%0.008%
5/15/2026 Bradley Foster & Sargent Inc. CT8,035$1.22M0.0%-1.0%0.005%
5/15/2026 Matrix Private Capital Group LLC793$120K0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC20,772$3.15M0.0%+4.5%0.014%
5/15/2026 Asset Management Group Inc.15,648$2.37M0.4%+0.7%0.011%
5/14/2026 Sentinel Advisory Group LLC7,569$1.15M0.6%N/A0.005%
5/14/2026 Hilltop Holdings Inc.30,203$4.57M0.4%+5.6%0.021%
5/14/2026 GC Wealth Management RIA LLC2,970$450K0.0%N/A0.002%
5/14/2026 Modern Wealth Management LLC2,190$331K0.0%N/A0.001%
5/14/2026 Keebeck Wealth Management31,180$4.72M0.5%-14.6%0.021%
5/14/2026 RMG Wealth Management LLC2,210$335K0.0%N/A0.002%
5/14/2026 American Financial Advisors LLC1,658$251K0.0%-10.0%0.001%
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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%
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%
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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%


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 ($1.22B), Morgan Stanley ($918.37M), Wells Fargo & Company MN ($537.46M), PNC Financial Services Group Inc. ($530.95M), Northern Trust Corp ($431.30M), Royal Bank of Canada ($415.84M), 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 1,143 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 16,337,595 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

Of the 616 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 ($477.08K), Royal Bank of Canada ($327.34K), PNC Financial Services Group Inc. ($291.86K), Bank of New York Mellon Corp ($252.27K), and M&T Bank Corp ($230.23K).

Institutional investors have sold a total of 7,165,156 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


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