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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$160.66 -1.72 (-1.06%)
Closing price 04:00 PM Eastern
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$160.87 +0.21 (+0.13%)
As of 07:59 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)
681
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
545
Total
Institutional Outflows
(last 12 months)
$799.26M
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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
9/15/2026Cherry Tree Wealth Management LLC1,080$169K0.0%-5.7%0.001%
9/11/2026 Smith Chas P & Associates PA Cpas3,534$552K0.0%-2.5%0.002%
9/9/2026 Sequoia Financial Advisors LLC56,752$8.87M0.0%+1.7%0.039%
9/9/2026 Capital Analysts LLC25,997$4.06M0.1%-1.0%0.018%
9/9/2026 SVB Wealth LLC11,614$1.82M0.1%+6.8%0.008%
9/9/2026 Capital Advantage Inc.5,879$919K0.1%-4.5%0.004%
9/9/2026 NorthRock Partners LLC13,141$2.05M0.0%-10.9%0.009%
9/9/2026 Integrated Wealth Concepts LLC74,982$11.72M0.1%+3.3%0.051%
9/9/2026 RFG Advisory LLC2,989$467K0.0%-19.2%0.002%
9/9/2026 NewEdge Advisors LLC74,144$11.59M0.0%-1.9%0.051%
9/9/2026 IFP Advisors Inc41,768$6.53M0.1%-3.8%0.029%
9/9/2026 Baird Financial Group Inc.242,437$37.89M0.1%-0.2%0.166%
9/9/2026 Arcus Capital Partners LLC126,317$19.74M8.3%-11.2%0.087%
9/9/2026 Sterling Investment Advisors Ltd.305,312$47.72M7.3%+14.8%0.210%
9/8/2026 Allworth Financial LP30,655$4.79M0.0%-7.0%0.021%
9/8/2026 Edge Wealth Management LLC4,701$735K0.1%-46.0%0.003%
9/8/2026 Waverly Advisors LLC26,940$4.21M0.0%+29.7%0.018%
9/4/2026 Parkside Financial Bank & Trust2,321$363K0.0%+10.0%0.002%
8/27/2026 Corient Private Wealth LP100,505$15.71M0.0%+5.7%0.069%
8/26/2026 HighTower Advisors LLC325,885$50.94M0.0%-1.7%0.224%
8/23/2026 Ameritas Advisory Services LLC24,618$3.85M0.1%+46.8%0.017%
8/23/2026 Guardian Wealth Advisors LLC NC9,070$1.42M0.1%+11.5%0.006%
8/23/2026 Kintra Wealth LLC6,019$992K0.1%-3.4%0.004%
8/23/2026 Operose Advisors LLC23,216$3.63M0.7%+0.8%0.016%
8/23/2026 HB Wealth Management LLC199,537$31.19M0.2%+47.7%0.137%
8/23/2026 Nilsine Partners LLC4,039$631K0.0%-5.8%0.003%
8/23/2026 Angeles Wealth Management LLC3,723$582K0.0%+92.1%0.003%
8/22/2026 Compass Financial Management LLC1,797$284K0.0%N/A0.001%
8/22/2026 NBH Bank3,675$574K0.2%N/A0.003%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC20,674$3.23M1.1%N/A0.014%
8/22/2026 Old Mission Investment Co LLC8,022$1.25M0.3%N/A0.006%
8/22/2026 Cornerstone Advisors Asset Management LLC39,604$6.19M0.8%-8.1%0.027%
8/22/2026 Rik Saylor Financial Inc.4,695$734K0.5%-3.7%0.003%
8/22/2026 Tudor Financial Inc.2,512$393K0.2%-24.6%0.002%
8/22/2026 Sapient Capital LLC16,474$2.58M0.0%-0.4%0.011%
8/22/2026 TD Waterhouse Canada Inc.19,056$2.99M0.0%+29.2%0.013%
8/22/2026 United Community Bank4,060$635K0.2%-5.8%0.003%
8/22/2026 Concurrent Investment Advisors LLC32,577$5.09M0.0%-8.2%0.022%
8/21/2026 Alley Investment Management Company LLC5,579$872K0.1%-1.8%0.004%
8/21/2026 KFG Wealth Management LLC2,561$400K0.0%-38.8%0.002%
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8/21/2026 Continuum Advisory LLC8,168$1.28M0.1%-8.8%0.006%
8/21/2026 Round Rock Advisors LLC120,146$18.78M2.4%+4.8%0.082%
8/21/2026 SkyOak Wealth LLC4,234$662K0.1%-2.3%0.003%
8/21/2026 XML Financial LLC10,439$1.63M0.1%+3.8%0.007%
8/21/2026 Beacon Financial Advisory LLC8,203$1.28M0.3%+3.7%0.006%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.35,005$5.47M2.2%+2.6%0.024%
8/20/2026 LGL Partners LLC31,323$4.90M1.8%+0.8%0.022%
8/20/2026 Rehmann Capital Advisory Group8,789$1.38M0.1%+2.5%0.006%
8/20/2026 ICONIQ Capital LLC3,039$475K0.0%-50.7%0.002%
8/20/2026 Sigma Planning Corp20,580$3.22M0.1%-5.1%0.014%
8/20/2026 Benjamin Edwards Inc.13,700$2.14M0.0%+5.2%0.009%
8/20/2026 GTS Securities LLC39,690$6.20M0.1%N/A0.027%
8/20/2026 Northwestern Mutual Wealth Management Co.299,005$46.74M0.0%-27.5%0.205%
8/20/2026 Wedbush Securities Inc.23,112$3.61M0.1%+57.3%0.016%
8/20/2026 Sheets Smith Wealth Management6,816$1.07M0.1%-3.8%0.005%
8/20/2026 Greenwood Capital Associates LLC6,483$1.01M0.1%-15.6%0.004%
8/20/2026 Greenleaf Trust7,449$1.16M0.0%+41.2%0.005%
8/19/2026 Capital Advisors Inc. OK2,627$411K0.0%-6.9%0.002%
8/19/2026 Trustmark Bank Trust Department124,327$19.43M1.2%-0.2%0.085%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC13,129$2.05M0.0%-10.6%0.009%
8/19/2026 Ferguson Wellman Capital Management Inc.31,252$4.89M0.1%-0.4%0.021%
8/19/2026 Hsbc Holdings PLC14,950$2.34M0.0%+8.8%0.010%
8/15/2026 First Bancorp Inc ME861$135K0.1%N/A0.001%
8/12/2026 Compass Financial Management LLC1,797$284K0.0%N/A0.001%
8/8/2026 Burke & Herbert Bank & Trust Co.28,255$4.42M1.1%-1.9%0.019%
8/8/2026 Wealthfront Advisers LLC27,702$4.33M0.0%-1.7%0.019%
8/8/2026 Pension & Wealth Management Advisors Inc.2,102$329K0.1%-20.3%0.001%
8/7/2026 Citizens Financial Group Inc. RI40,029$6.26M0.1%+2.7%0.027%
8/7/2026 BlackRock Inc.34,306$5.36M0.0%+19.6%0.024%
8/7/2026 Pallas Capital Advisors LLC19,888$3.11M0.1%-5.1%0.014%
8/7/2026 Performance Wealth Partners LLC7,971$1.25M0.0%-5.8%0.005%
8/7/2026 Deutsche Bank AG34,478$5.39M0.0%+30.8%0.024%
8/7/2026 Perigon Wealth Management LLC15,652$2.45M0.0%+20.4%0.011%
8/7/2026 Trust Co. of Vermont6,416$1.00M0.0%N/A0.004%
8/7/2026 Joseph P. Lucia & Associates LLC36,386$5.69M1.7%+15.8%0.025%
8/7/2026 OneDigital Investment Advisors LLC14,338$2.24M0.0%+6.5%0.010%
8/7/2026 Trivium Point Advisory LLC2,483$388K0.0%-30.0%0.002%
8/7/2026 First National Bank & Trust Co. of Newtown142,561$22.98M4.7%-5.7%0.098%
8/7/2026 HBK Sorce Advisory LLC20,620$3.33M0.1%-2.2%0.014%
8/7/2026 Continuum Advisory LLC8,168$1.28M0.1%-8.8%0.006%
8/6/2026 Gould Asset Management LLC CA7,788$1.22M0.2%-1.5%0.005%
8/6/2026 Arrowroot Family Office LLC3,157$493K0.1%+3.6%0.002%
8/6/2026 Argent Trust Co28,927$4.52M0.1%+9.9%0.020%
8/6/2026 Global Retirement Partners LLC14,343$2.24M0.0%N/A0.010%
8/6/2026 Bank of New York Mellon Corp1,589,062$248.37M0.0%-1.2%1.091%
8/6/2026 Russell Investments Group Ltd.1,529$239K0.0%+38.1%0.001%
8/6/2026 Clearstead Trust LLC560$88K0.0%-65.9%0.000%
8/6/2026 Maridea Wealth Management LLC4,728$739K0.1%N/A0.003%
8/6/2026 Fort Sheridan Advisors LLC1,402$219K0.0%N/A0.001%
8/6/2026 Insight Advisors LLC PA1,917$300K0.1%-10.2%0.001%
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8/6/2026 Ellis Investment Partners LLC184,501$28.84M4.4%-2.7%0.127%
8/6/2026 Capital Analysts LLC25,997$4.06M0.1%-1.0%0.018%
8/5/2026 Stonebridge Advisors LLC5,071$553.07M0.7%N/A0.003%
8/5/2026 Rik Saylor Financial Inc.4,695$734K0.5%-3.7%0.003%
8/5/2026 Janney Montgomery Scott LLC240,143$37.53M0.1%+0.6%0.165%
8/5/2026 Fifth Third Bancorp658,941$102.99M0.2%+2.1%0.452%
8/5/2026 Midwest 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%


DVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,395 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 12,164,494 shares in the last 24 months. This purchase volume represents approximately $1.73B 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 5,540,315 shares in the last 24 months. This volume of shares sold represents approximately $799.26M in transactions.


Related Companies

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 9/15/2026. New 13F filings are added each quarter as they're published.
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