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iShares Select Dividend ETF Institutional Ownership (NASDAQ:DVY)

$107.30
+0.42 (+0.39 %)
(As of 01/19/2020 04:00 PM ET)
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Today's Range
$106.64
Now: $107.30
$107.36
50-Day Range
$102.41
MA: $104.84
$107.30
52-Week Range
$92.36
Now: $107.30
$107.36
Volume448,872 shs
Average Volume595,602 shs
Market Capitalization$18.87 billion
P/E RatioN/A
Dividend Yield3.37%
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
1/17/2020West Coast Financial LLC4,125$0.44M0.1%-8.0%0.002%
1/17/2020Brouwer & Janachowski LLC11,268$1.19M0.2%-5.3%0.006%
1/17/2020Gould Asset Management LLC CA13,638$1.44M0.5%-1.8%0.008%
1/17/2020Steward Partners Investment Advisory LLC103,616$10.95M0.3%+28.9%0.059%
1/17/2020Brave Asset Management Inc.10,011$1.06M0.5%+14.5%0.006%
1/17/2020YorkBridge Wealth Partners LLC2,350$0.25M0.1%+9.7%0.001%
1/17/2020Huntington National Bank169,843$17.95M0.3%+8.6%0.097%
1/17/2020Altium Wealth Management LLC5,462$0.58M0.1%+13.2%0.003%
1/17/2020180 Wealth Advisors LLC4,606$0.49M0.2%-2.4%0.003%
1/17/2020Welch & Forbes LLC18,505$1.96M0.0%+9.9%0.011%
1/17/2020Good Life Advisors LLC9,794$1.04M0.3%-1.6%0.006%
1/17/2020IFP Advisors Inc32,346$3.41M0.3%-12.7%0.018%
1/17/2020Comprehensive Portfolio Management LLC3,634$0.38M0.1%-11.8%0.002%
1/16/2020OLD National Bancorp IN59,369$6.27M0.3%+3.5%0.034%
1/16/2020Palisade Asset Management LLC5,116$0.54M0.1%-7.3%0.003%
1/16/2020Wedbush Securities Inc.6,741$0.71M0.1%+17.9%0.004%
1/16/2020Gradient Capital Advisors LLC1,954$0.21M0.1%N/A0.001%
1/15/2020Hemenway Trust Co LLC2,500$0.26M0.0%N/A0.001%
1/15/2020Pacific Wealth Strategies Group Inc.36,330$3.84M2.1%+1.7%0.021%
1/15/2020AE Wealth Management LLC63,255$6.68M0.1%+8.2%0.036%
1/15/2020First Financial Corp IN3,227$0.34M0.2%+25.1%0.002%
1/15/2020Gradient Investments LLC530$56K0.0%+76.1%0.000%
1/15/2020Courage Miller Partners LLC3,039$0.32M0.2%+5.3%0.002%
1/15/2020Guidance Point Advisors LLC43,216$4.57M2.2%-1.4%0.025%
1/15/2020Shulman DeMeo Asset Management LLC43,938$4.64M1.6%+0.6%0.025%
1/15/2020Honkamp Krueger Financial Services Inc.9,807$1.04M0.1%-8.3%0.006%
1/14/2020Fulton Breakefield Broenniman LLC31,503$3.33M0.4%-5.0%0.018%
1/14/2020Raymond James Trust N.A.28,767$3.04M0.1%-4.6%0.016%
1/14/2020Arbor Investment Advisors LLC3,332$0.35M0.1%-5.8%0.002%
1/14/2020Winslow Evans & Crocker Inc.936$100K0.0%-11.7%0.001%
1/14/2020Ballew Advisors Inc5,381$0.57M0.5%-6.0%0.003%
1/14/2020First Command Bank546$58K0.0%+22.4%0.000%
1/14/2020Cypress Wealth Services LLC19,113$2.02M0.5%+1.5%0.011%
1/14/2020Johanson Financial Advisors Inc.203,977$1.93M0.1%N/A0.116%
1/13/2020Winfield Associates Inc.5,453$0.58M0.3%-12.4%0.003%
1/13/2020Patten & Patten Inc. TN7,000$0.74M0.1%+2.2%0.004%
1/13/2020First Hawaiian Bank7,492$0.79M0.0%+1.5%0.004%
1/13/2020Appleton Partners Inc. MA4,044$0.43M0.0%-4.6%0.002%
1/13/2020Perigon Wealth Management LLC5,304$0.56M0.1%+14.6%0.003%
1/13/2020Allred Capital Management LLC3,230$0.34M0.2%-8.0%0.002%
1/13/2020First United Bank Trust64,862$6.85M3.9%+4.4%0.037%
1/13/2020Omega Financial Group LLC60,286$6.37M4.2%-0.7%0.034%
1/13/2020FLC Capital Advisors2,519$0.27M0.1%-41.4%0.001%
1/13/2020Viridian Ria LLC2,427$0.26M0.1%N/A0.001%
1/13/2020F3Logic LLC2,545$0.27M0.1%N/A0.001%
1/10/2020City Holding Co.13,029$1.38M0.3%+11.4%0.007%
1/10/2020Trinity Legacy Partners LLC7,323$0.77M0.4%+21.1%0.004%
1/10/2020Clarus Wealth Advisors4,825$0.51M0.3%+8.2%0.003%
1/10/2020LFA Lugano Financial Advisors SA8,464$0.89M0.7%N/A0.005%
1/10/2020Cypress Capital Group22,893$2.42M0.4%-3.9%0.013%
1/10/2020Pinnacle Bank9,506$1M0.7%-1.7%0.005%
1/10/2020Kwmg LLC29,889$3.16M0.7%+10.8%0.017%
1/10/2020First National Bank Sioux Falls1,950$0.21M0.6%N/A0.001%
1/9/2020Northside Capital Management LLC790,418$83.52M28.4%-0.1%0.447%
1/9/2020Foundations Investment Advisors LLC10,859$1.14M0.1%+8.7%0.006%
1/9/2020Schwarz Dygos Wheeler Investment Advisors LLC46,888$4.95M3.4%+1.6%0.027%
1/8/2020Murphy Middleton Hinkle & Parker Inc.30,269$3.20M2.1%+4.7%0.017%
1/8/2020Apexium Financial LP4,684$0.50M0.6%N/A0.003%
1/7/2020Ellis Investment Partners LLC211,135$22.24M7.4%+7.1%0.119%
1/7/2020Thomasville National Bank21,252$2.25M0.3%+1.8%0.012%
1/7/2020Sound Income Strategies LLC856$90K0.0%+120.6%0.000%
1/7/2020FTB Advisors Inc.23,163$2.45M0.2%-14.8%0.013%
1/6/2020Simon Quick Advisors LLC2,846$0.30M0.1%-28.3%0.002%
1/6/2020Sound Income Strategies LLC856$90K0.0%+120.6%0.000%
1/6/2020Summit Financial Group Inc.27,107$2.86M1.4%-0.4%0.015%
1/6/2020Winthrop Advisory Group LLC91,481$9.67M3.5%+23.4%0.052%
1/2/2020Silverleafe Capital Partners LLC3,780$0.40M0.2%+6.6%0.002%
1/2/2020Park National Corp OH39,351$4.16M0.2%-2.0%0.022%
12/17/2019Evoke Wealth LLC4,612$0.47M0.1%N/A0.003%
12/4/2019Resources Management Corp CT ADV291$30K0.0%N/A0.000%
11/27/2019Keeley Teton Advisors LLC11,378$1.16M0.1%-2.5%0.006%
11/27/2019Millennium Management LLC23,634$2.41M0.0%+93.4%0.013%
11/27/2019Signet Financial Management LLC18,126$1.88M0.4%-8.1%0.010%
11/27/2019IHT Wealth Management LLC17,303$1.76M0.2%-17.3%0.010%
11/27/2019Wealthsource Partners LLC10,857$1.11M0.2%-11.3%0.006%
11/27/2019Schwarz Dygos Wheeler Investment Advisors LLC46,156$4.71M3.7%+4.3%0.026%
11/27/2019Regal Investment Advisors LLC8,023$0.82M0.2%+1.7%0.005%
11/27/2019Colonial Trust Advisors6,524$0.67M0.1%-6.7%0.004%
11/27/2019Baker Avenue Asset Management LP2,600$0.27M0.0%N/A0.001%
11/27/2019WealthPLAN Partners LLC9,728$1.01M0.1%-1.8%0.006%
11/27/2019Orleans Capital Management Corp LA4,350$0.44M0.3%+2.4%0.002%
11/27/2019Integrated Wealth Concepts LLC17,723$1.81M0.2%-8.4%0.010%
11/27/2019Thor Advisors LLC1,050$0.11M0.1%N/A0.001%
11/27/2019grace capital14,846$1.51M1.5%-8.9%0.008%
11/27/2019Sunbelt Securities Inc.17,022$1.74M0.2%+221.8%0.010%
11/27/2019GW Henssler & Associates Ltd.22,992$2.34M0.2%+5.3%0.013%
11/27/2019Pacitti Group Inc.1,117$0.11M0.1%N/A0.001%
11/27/2019EP Wealth Advisors LLC9,112$0.93M0.0%-6.5%0.005%
11/27/2019Wealth & Pension Services Group Inc.8,051$0.82M0.6%-5.8%0.005%
11/27/2019Stifel Financial Corp236,672$24.13M0.1%+14.1%0.134%
11/27/2019Highland Capital Management LLC67,924$6.93M0.5%-0.3%0.038%
11/27/2019Jackson Grant Investment Advisers Inc.69,676$7.10M4.0%+0.4%0.039%
11/27/2019High Falls Advisors Inc203,210$20.72M6.4%+4.1%0.115%
11/27/2019Headinvest LLC4,705$0.48M0.1%+13.2%0.003%
11/27/2019Acorn Wealth Advisors LLC9,017$0.93M0.8%+2.5%0.005%
11/27/2019Mascoma Wealth Management LLC9,623$0.98M0.6%-26.6%0.005%
11/27/2019MV Capital Management Inc.48,971$4.99M1.1%+12.6%0.028%
11/27/2019Weaver Consulting Group5,482$0.55M0.3%-6.7%0.003%
11/27/2019State Street Corp18,232$1.86M0.0%-1.0%0.010%
11/27/2019Colony Group LLC11,144$1.14M0.0%+2.2%0.006%
(Data available from 1/1/2016 forward)
This page was last updated on 1/19/2020 by MarketBeat.com Staff

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