Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy DVY Stock  Free DVY Stock Alerts

iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$125.84 -0.32 (-0.25%)
Closing price 04/15/2025 04:00 PM Eastern
Extended Trading
$127.70 +1.86 (+1.48%)
As of 04/15/2025 05:44 PM 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 Polygon.io. Learn more.
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)
674
Total
Institutional Inflows
(last 12 months)
$4.92B
Number of
Institutional Sellers
(last 12 months)
597
Total
Institutional Outflows
(last 12 months)
$1.04B
Get DVY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Select Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DVY Institutional Buying and Selling by Quarter

Remove Ads

iShares Select Dividend ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025First United Bank & Trust61,074$8.20M3.1%+10.0%0.041%
4/15/2025Fifth Third Bancorp273,525$36.73M0.1%-5.1%0.184%
4/15/2025Murphy Middleton Hinkle & Parker Inc.32,178$4.32M2.4%+0.3%0.022%
4/15/2025Capital Advisory Group Advisory Services LLC21,996$2.95M1.1%+5.1%0.015%
4/15/2025Transform Wealth LLC7,207$968K0.1%-4.0%0.005%
4/15/2025Ironwood Financial llc35,711$4.80M1.0%-1.4%0.024%
4/15/2025Focus Financial Network Inc.9,966$1.34M0.1%-1.0%0.007%
4/15/2025CX Institutional398$53K0.0%-98.7%0.000%
4/15/2025MV Capital Management Inc.33,772$4.54M0.5%-0.3%0.023%
4/15/2025Integrated Advisors Network LLC35,752$4.80M0.2%-28.1%0.024%
4/15/2025Sanibel Captiva Trust Company Inc.4,610$619K0.0%+17.9%0.003%
4/15/2025Simplicity Wealth LLC2,817$378K0.0%-59.2%0.002%
4/15/2025 GAMMA Investing LLC1,506$202K0.0%+549.1%0.001%
4/15/2025Wealthcare Advisory Partners LLC27,478$3.69M0.1%-0.3%0.019%
4/15/2025Signet Financial Management LLC8,343$1.12M0.2%-3.0%0.006%
4/14/2025 Investment Advisory Group LLC13,626$1.83M0.6%-1.4%0.009%
4/14/2025 Pallas Capital Advisors LLC19,488$2.62M0.1%+4.4%0.013%
4/14/2025 WFA Asset Management Corp5,011$617K0.4%+1,587.2%0.003%
4/14/2025 Farther Finance Advisors LLC10,199$1.37M0.0%+682.1%0.007%
4/14/2025 City Holding Co.21,373$2.87M0.4%-1.9%0.014%
4/14/2025 Daymark Wealth Partners LLC5,092$684K0.0%-2.3%0.003%
4/14/2025 Wesbanco Bank Inc.15,126$2.03M0.1%-1.7%0.010%
4/14/2025 First Citizens Bank & Trust Co.23,562$3.16M0.1%-2.9%0.016%
4/14/2025 Capital Investment Advisors LLC124,230$16.68M0.3%-1.5%0.084%
4/14/2025 Park Avenue Securities LLC8,484$1.14M0.0%-2.7%0.006%
4/14/2025 OLD National Bancorp IN75,116$10.09M0.3%-13.3%0.051%
4/14/2025 SOA Wealth Advisors LLC.73,586$9.88M1.2%-0.5%0.050%
4/14/2025 Flagship Private Wealth LLC2,036$273K0.1%-12.1%0.001%
4/14/2025 Dentgroup LLC1,519$204K0.2%N/A0.001%
4/14/2025 Miracle Mile Advisors LLC17,110$2.30M0.0%-17.7%0.012%
4/14/2025 Patriot Financial Group Insurance Agency LLC2,515$338K0.0%-7.4%0.002%
4/14/2025 Rockwood Wealth Management LLC4,251$571K0.1%+54.0%0.003%
4/14/2025 Regent Peak Wealth Advisors LLC5,936$797K0.2%-25.9%0.004%
4/11/2025 Piscataqua Savings Bank1,690$227K0.2%-6.6%0.001%
4/11/2025 Pines Wealth Management LLC3,572$480K0.2%+28.0%0.002%
4/11/2025 Procyon Advisors LLC3,608$485K0.0%+11.5%0.002%
4/11/2025 Magnus Financial Group LLC15,767$2.12M0.2%-0.6%0.011%
4/11/2025 Ullmann Wealth Partners Group LLC1,505$202K0.0%N/A0.001%
4/11/2025 Edge Wealth Management LLC11,883$1.60M0.3%+8.3%0.008%
4/11/2025 Armstrong Fleming & Moore Inc12,171$1.63M2.0%N/A0.008%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
4/10/2025 Breakwater Capital Group3,948$530K0.1%+16.3%0.003%
4/10/2025 Retirement Planning Group LLC6,586$884K0.0%-2.6%0.004%
4/10/2025 Arthur M. Cohen & Associates LLC4,223$567K0.1%-7.2%0.003%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.414$56K0.0%+113.4%0.000%
4/10/2025 Cypress Wealth Services LLC21,299$2.86M0.6%-4.3%0.014%
4/10/2025 Gilman Hill Asset Management LLC2,359$317K0.1%-98.5%0.002%
4/10/2025 Gainplan LLC2,667$358K0.2%-11.2%0.002%
4/10/2025 Secure Asset Management LLC3,341$449K0.1%-11.8%0.002%
4/10/2025 Northside Capital Management LLC684,891$91.97M14.9%+0.5%0.460%
4/10/2025 Clarus Wealth Advisors3,236$407K0.2%N/A0.002%
4/10/2025 Bremer Bank National Association1,800$242K0.0%N/A0.001%
4/10/2025 Juncture Wealth Strategies LLC5,041$677K0.3%-2.1%0.003%
4/9/2025 Planned Solutions Inc.9,645$1.30M0.5%-2.3%0.006%
4/9/2025 Kwmg LLC99,030$13.30M1.4%+0.9%0.067%
4/9/2025 Capital Asset Advisory Services LLC7,084$955K0.0%+2.4%0.005%
4/9/2025 Merit Financial Group LLC2,818$378K0.0%-33.4%0.002%
4/9/2025 Lbmc Investment Advisors LLC231,157$31.04M2.4%-1.2%0.155%
4/9/2025 Harbor Investment Advisory LLC12,618$1.69M0.2%+1.0%0.008%
4/9/2025 Roxbury Financial LLC367$51K0.1%+39.5%0.000%
4/9/2025 Flagstar Advisors Inc.21,797$2.93M0.7%-10.8%0.015%
4/9/2025 High Net Worth Advisory Group LLC22,666$3.04M0.9%-2.2%0.015%
4/9/2025 Graves Light Lenhart Wealth Inc.30,388$4.08M0.5%-0.9%0.020%
4/9/2025 Shulman DeMeo Asset Management LLC30,380$4.08M1.1%-0.5%0.020%
4/9/2025 NBC Securities Inc.13,784$1.85M0.2%+105,930.8%0.009%
4/9/2025 Fiduciary Alliance LLC1,528$205K0.0%N/A0.001%
4/9/2025 JGP Wealth Management LLC84,180$11.31M1.5%+5.4%0.057%
4/9/2025 Mechanics Bank Trust Department43,779$5.88M0.8%+5.0%0.029%
4/8/2025 Fifth Third Wealth Advisors LLC145,423$19.53M1.0%+12.3%0.098%
4/8/2025 Peoples Bank KS14,781$1.99M1.3%-2.6%0.010%
4/8/2025 Dumont & Blake Investment Advisors LLC65,885$8.85M2.5%-0.4%0.044%
4/8/2025 Weinberger Asset Management Inc17,718$2.38M1.0%-2.0%0.012%
4/8/2025 Winthrop Advisory Group LLC7,790$1.05M0.1%-12.4%0.005%
4/8/2025 LVM Capital Management Ltd. MI1,516$204K0.0%N/A0.001%
4/8/2025 IFG Advisors LLC114,448$15.37M3.0%+5.1%0.077%
4/8/2025 Welch Group LLC3,259$433K0.0%-40.9%0.002%
4/8/2025 Parallel Advisors LLC16,038$2.15M0.0%-8.5%0.011%
4/8/2025 Lowe Wealth Advisors LLC1,017$137K0.1%+52.5%0.001%
4/7/2025 Tompkins Financial Corp9,975$1.34M0.1%+1.3%0.007%
4/7/2025 GoalVest Advisory LLC41,242$5.54M1.5%+16.3%0.028%
4/7/2025 GAMMA Investing LLC202,241$27.16M0.0%+87,072.8%0.136%
4/7/2025 AdvisorNet Financial Inc2,105$283K0.0%+157.3%0.001%
4/7/2025 FC Advisory LLC2,869$385K0.1%-19.0%0.002%
4/4/2025 Webster Bank N. A.19,734$2.65M0.3%+129.9%0.013%
4/4/2025 Baring Financial LLC3,657$491K0.4%-5.6%0.002%
4/4/2025 Legacy Private Trust Co.15,885$2.13M0.1%+25.4%0.011%
4/3/2025 First Citizens Financial Corp9,571$1.29M0.7%+5.9%0.006%
4/1/2025 MassMutual Private Wealth & Trust FSB2,130$286K0.0%-34.5%0.001%
3/19/2025M1 Capital Management LLC5,689$747K0.4%N/A0.004%
3/19/2025Chancellor Financial Group WB LP3,382$444K0.4%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC190,615$25.03M0.0%+24.4%0.128%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
3/17/2025NorthCrest Asset Manangement LLC11,978$1.57M0.0%+0.7%0.008%
3/12/2025Centaurus Financial Inc.4,500$591K0.0%-6.6%0.003%
3/10/2025Old North State Trust LLC9,392$1.23M0.8%-1.1%0.006%
2/28/2025BridgePort Financial Solutions LLC2,291$313K0.1%N/A0.002%
2/27/2025Landaas & Co. WI ADV37,903$4.98M1.4%+3.6%0.025%
2/27/2025Carolinas Wealth Consulting LLC3,172$416K0.1%-4.2%0.002%
2/26/2025Virtue Capital Management LLC6,960$914K0.2%-9.4%0.005%
2/25/2025Heck Capital Advisors LLC5,640$740K0.0%N/A0.004%
2/25/2025B. Riley Wealth Advisors Inc.13,678$1.80M0.1%-1.6%0.009%
2/25/2025Integrated Advisors Network LLC49,755$6.53M0.3%+19.4%0.033%
(Data available from 1/1/2016 forward)

Remove Ads

DVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DVY shares?

During the previous two years, 1,340 institutional investors and hedge funds held shares of iShares Select Dividend ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($3.22B), Bank of America Corp DE ($1.09B), Morgan Stanley ($743.06M), Wells Fargo & Company MN ($508.85M), PNC Financial Services Group Inc. ($501.00M), Northern Trust Corp ($380.56M), and Royal Bank of Canada ($308.10M).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 1,008 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: Wealthfront Advisers LLC ($24.50M), International Assets Investment Management LLC ($6.74M), Nissay Asset Management Corp Japan ADV ($1.80M), Raymond James Financial Inc. ($1.19M), Bank of Montreal Can ($1.15M), Miller Howard Investments Inc. NY ($931.80K), and Jane Street Group LLC ($586.17K).

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

Institutional investors have bought a total of 49,743,265 shares in the last 24 months. This purchase volume represents approximately $6.75B in transactions.

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

Of the 891 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: International Assets Investment Management LLC ($4.35M), Bank of New York Mellon Corp ($1.67M), Truist Financial Corp ($1.43M), Prime Capital Investment Advisors LLC ($724.56K), Envestnet Asset Management Inc. ($629.49K), Miller Howard Investments Inc. NY ($526.79K), and Fifth Third Bancorp ($472.80K).

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

Institutional investors have sold a total of 23,750,568 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.


Related Companies

This page (NASDAQ:DVY) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Tariffs. Volatility. Fear. Here’s the Plan.
Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the he...
Investors Alley | Sponsored
Trump 2028 could be a “bonanza” for investors
As you may have heard, Donald Trump is planning to run for a THIRD term in 2028. Recently he told NBC news ...
Paradigm Press | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored