S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024

iShares Select Dividend ETF (DVY) Institutional Ownership

$116.88
+0.53 (+0.46%)
(As of 04/18/2024 ET)

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)
670
Total
Institutional Inflows
(last 12 months)
$2.13B
Number of
Institutional Sellers
(last 12 months)
706
Total
Institutional Outflows
(last 12 months)
$2.48B
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Skip Chart & View Institutional Buying and Selling Data

DVY Institutional Buying and Selling by Quarter

iShares Select Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024SeaCrest Wealth Management LLC3,713$457K0.1%-11.5%0.002%
4/18/2024MV Capital Management Inc.34,192$4.21M0.5%-1.3%0.022%
4/18/2024Capital Advisors Ltd. LLC9,611$1.18M0.2%-9.4%0.006%
4/18/2024FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,362$784K0.2%-19.3%0.004%
4/18/2024O ROURKE & COMPANY Inc7,861$968K0.6%+6.1%0.005%
4/18/2024Miracle Mile Advisors LLC25,957$3.20M0.1%-2.2%0.017%
4/18/2024Wolff Wiese Magana LLC20,954$2.58M2.2%+0.7%0.014%
4/18/2024Fifth Third Securities Inc.26,645$3.28M0.3%-22.7%0.017%
4/18/2024Chapin Davis Inc.6,315$778K0.3%-1.8%0.004%
4/18/2024Pettinga Financial Advisors LLC1,625$200K0.1%-5.8%0.001%
4/18/2024Omega Financial Group LLC54,285$6.69M2.7%-1.1%0.035%
4/18/2024Francis Financial Inc.1,675$206K0.1%N/A0.001%
4/18/2024Compass Ion Advisors LLC5,156$635K0.1%-5.5%0.003%
4/18/2024Ironwood Financial llc38,742$4.77M1.1%-1.1%0.025%
4/17/2024Dumont & Blake Investment Advisors LLC66,529$8.20M2.4%-1.2%0.043%
4/17/2024Trilogy Capital Inc.80,327$9.90M0.6%-10.9%0.052%
4/17/2024Cornerstone Wealth Group LLC8,783$1.08M0.1%N/A0.006%
4/17/2024Founders Financial Securities LLC7,744$954K0.1%-67.1%0.005%
4/17/2024Fox Hill Wealth Management11,111$1.37M0.9%N/A0.007%
4/17/2024Town & Country Bank & Trust CO dba First Bankers Trust CO3,603$444K0.2%N/A0.002%
4/17/2024CRA Financial Services LLC7,835$965K0.2%+5.3%0.005%
4/17/2024Private Ocean LLC4,568$563K0.1%-18.0%0.003%
4/16/2024Viewpoint Capital Management LLC8,643$1.07M0.7%-5.9%0.006%
4/16/2024Independence Bank of Kentucky9,205$1.13M0.3%-8.1%0.006%
4/16/2024Webster Bank N. A.8,733$1.08M0.1%+11.1%0.006%
4/16/2024Pinnacle Bancorp Inc.12,124$1.49M0.4%-1.5%0.008%
4/16/2024LongView Wealth Management2,674$329K0.1%-23.1%0.002%
4/16/2024Capital Asset Advisory Services LLC7,390$894K0.1%+1.5%0.005%
4/16/2024Powell Investment Advisors LLC93,281$11.49M6.1%+0.2%0.061%
4/16/2024Fifth Third Wealth Advisors LLC73,108$9.01M1.4%+728.9%0.048%
4/16/2024Cypress Wealth Services LLC22,676$2.79M0.7%+3.1%0.015%
4/16/2024Transform Wealth LLC5,290$652K0.1%-15.2%0.003%
4/16/2024Investment Partners LTD.3,441$424K0.2%-18.3%0.002%
4/16/2024Bouvel Investment Partners LLC18,375$2.26M1.0%-3.5%0.012%
4/16/2024Shulman DeMeo Asset Management LLC32,435$4.00M1.1%-1.6%0.021%
4/16/2024Wealth Enhancement Advisory Services LLC159,906$19.70M0.1%+2.3%0.104%
4/15/2024Signet Financial Management LLC8,293$1.02M0.1%-28.2%0.005%
4/15/2024Sar Wealth Management Group LLC44,892$5.53M5.0%-1.4%0.029%
4/15/2024Wealthcare Advisory Partners LLC21,761$2.68M0.1%+18.5%0.014%
4/15/2024Ellis Investment Partners LLC231,957$28.57M6.2%-1.9%0.151%
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4/15/2024Aspiriant LLC6,104$752K0.0%-4.9%0.004%
4/15/2024GoalVest Advisory LLC30,388$3.74M1.2%+12.5%0.020%
4/15/2024Brookstone Capital Management2,752$339K0.0%+3.9%0.002%
4/15/2024RMR Wealth Builders2,573$317K0.0%N/A0.002%
4/15/2024Sunbelt Securities Inc.15,672$1.93M0.2%-3.6%0.010%
4/15/2024CFM Wealth Partners LLC2,784$343K0.1%+23.7%0.002%
4/15/2024Flagstar Advisors Inc.22,716$2.80M0.8%+1.8%0.015%
4/15/2024Kingswood Wealth Advisors LLC11,295$1.39M0.2%+1.3%0.007%
4/15/2024Henrickson Nauta Wealth Advisors Inc.2,073$247K0.1%-10.6%0.001%
4/15/2024West Paces Advisors Inc.3,494$430K0.1%-6.7%0.002%
4/15/2024Kwmg LLC95,511$11.77M1.3%+3.1%0.062%
4/12/2024 Fermata Advisors LLC41,311$5.09M1.1%+23.1%0.027%
4/12/2024 West Coast Financial LLC2,456$303K0.0%-8.0%0.002%
4/12/2024 Mechanics Bank Trust Department45,599$5.62M0.8%-5.3%0.030%
4/12/2024 Gilman Hill Asset Management LLC2,185$269K0.0%-90.4%0.001%
4/12/2024 Riverview Trust Co1,196$147K0.1%N/A0.001%
4/12/2024 Morton Capital Management LLC CA1,638$202K0.1%-5.4%0.001%
4/12/2024 Charles Schwab Trust Co5,318$655K0.1%+52.9%0.003%
4/12/2024 Miller Howard Investments Inc. NY62,990$7.76M0.3%-84.4%0.041%
4/12/2024 Harbor Investment Advisory LLC10,665$1.31M0.1%-2.7%0.007%
4/12/2024 Traynor Capital Management Inc.27,565$3.40M0.3%-11.5%0.018%
4/12/2024 AdvisorNet Financial Inc1,231$152K0.0%-90.4%0.001%
4/12/2024 Global Trust Asset Management LLC22,318$2.75M1.1%-5.3%0.015%
4/12/2024 Westend Capital Management LLC1,180$145K0.1%N/A0.001%
4/12/2024 Lbmc Investment Advisors LLC236,923$29.18M2.5%-1.4%0.154%
4/12/2024 High Net Worth Advisory Group LLC23,627$2.91M0.9%+3.6%0.015%
4/11/2024 City Holding Co.23,556$2.90M0.4%-5.2%0.015%
4/11/2024 Salem Investment Counselors Inc.15,453$1.90M0.1%+0.7%0.010%
4/11/2024 International Assets Investment Management LLC24,686$3.02M0.1%+20.2%0.016%
4/11/2024 Murphy Middleton Hinkle & Parker Inc.31,696$3.90M2.3%+0.8%0.021%
4/11/2024 &PARTNERS61,741$7.58M1.0%+83.0%0.040%
4/11/2024 FOCUS Wealth Advisors LLC37,017$4.56M2.4%+17.8%0.024%
4/11/2024 David J Yvars Group9,941$1.22M0.8%+13.1%0.006%
4/11/2024 Rockland Trust Co.2,061$254K0.0%-15.7%0.001%
4/11/2024 Sterling Investment Advisors LLC ADV1,832$226K0.1%N/A0.001%
4/11/2024 SignalPoint Asset Management LLC9,022$1.11M0.3%-4.0%0.006%
4/11/2024 Optimum Investment Advisors4,903$604K0.3%-3.9%0.003%
4/11/2024 Ballew Advisors Inc4,264$509K0.4%-5.5%0.003%
4/11/2024 RFG Advisory LLC3,687$454K0.0%-11.7%0.002%
4/10/2024 CVA Family Office LLC6,739$830K0.1%-3.6%0.004%
4/10/2024 Triangle Securities Wealth Management3,825$471K0.1%-6.0%0.002%
4/10/2024 Aprio Wealth Management LLC7,034$866K0.2%-3.9%0.005%
4/10/2024 Park Avenue Securities LLC5,771$711K0.0%-13.9%0.004%
4/10/2024 SOA Wealth Advisors LLC.92,180$11.36M2.4%-1.2%0.060%
4/10/2024 American National Bank5,671$699K0.1%+745.2%0.004%
4/10/2024 Grandview Asset Management LLC3,095$381K0.2%-3.1%0.002%
4/10/2024 Grassi Investment Management4,411$543K0.0%-5.2%0.003%
4/10/2024 Bank of New Hampshire3,500$431K0.1%-2.4%0.002%
4/10/2024 Thomasville National Bank7,047$868K0.1%-2.0%0.005%
4/10/2024 Hoffman Alan N Investment Management2,134$263K0.1%-16.9%0.001%
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4/9/2024 Montecito Bank & Trust5,618$692K0.1%-39.4%0.004%
4/9/2024 Welch Group LLC3,249$400K0.0%-11.4%0.002%
4/9/2024 Massmutual Trust Co. FSB ADV3,568$440K0.0%-40.4%0.002%
4/9/2024 Ferguson Wellman Capital Management Inc.38,996$4.80M0.1%-8.5%0.025%
4/9/2024 Mather Group LLC.2,728$320K0.0%-7.0%0.002%
4/8/2024 Tompkins Financial Corp10,918$1.35M0.2%-1.1%0.007%
4/5/2024 Juncture Wealth Strategies LLC6,263$771K0.3%-1.4%0.004%
4/5/2024 Compass Wealth Management LLC416$51K0.0%-35.5%0.000%
4/5/2024 Capital Market Strategies LLC3,209$395K0.3%-3.0%0.002%
4/5/2024 Summit Financial Group Inc.41,101$5.06M1.8%+0.6%0.026%
(Data available from 1/1/2016 forward)

DVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DVY shares?

During the previous two years, 1,345 institutional investors and hedge funds held shares of iShares Select Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.24B), Morgan Stanley ($743.06M), PNC Financial Services Group Inc. ($490.15M), Wells Fargo & Company MN ($467.48M), Northern Trust Corp ($378.86M), Royal Bank of Canada ($348.41M), and Bank of New York Mellon Corp ($334.15M).Learn more on DVY's institutional investors.

What percentage of iShares Select Dividend ETF stock is owned by institutional investors?

46.08% of iShares Select Dividend ETF stock is owned by institutional investors. Learn more on DVY's institutional investor holdings.

Which institutional investors have been buying iShares Select Dividend ETF stock?

Of the 1,128 institutional investors that purchased iShares Select Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($75.86M), International Assets Investment Management LLC ($2.41M), Nissay Asset Management Corp Japan ADV ($1.80M), Journey Strategic Wealth LLC ($1.65M), Bank of Montreal Can ($1.59M), Bank of America Corp DE ($1.47M), and Truist Financial Corp ($1.32M).

How much institutional buying is happening at iShares Select Dividend ETF?

Institutional investors have bought a total of 116,589,568 shares in the last 24 months. This purchase volume represents approximately $26.84B in transactions.

Which iShares Select Dividend ETF major shareholders have been selling company stock?

Of the 913 institutional investors that sold iShares Select Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Journey Strategic Wealth LLC ($1.66M), Truist Financial Corp ($1.36M), Bank of New York Mellon Corp ($1.11M), Wells Fargo & Company MN ($985.20K), Prime Capital Investment Advisors LLC ($933.58K), Miller Howard Investments Inc. NY ($739.39K), and Goldman Sachs Group Inc. ($638.25K).

How much institutional selling is happening at iShares Select Dividend ETF?

Institutional investors have sold a total of 25,671,610 shares in the last 24 months. This volume of shares sold represents approximately $4.29B in transactions.


This page (NASDAQ:DVY) was last updated on 4/19/2024 by MarketBeat.com Staff

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