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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$133.38
-0.14 (-0.10%)
(As of 11/4/2024 ET)
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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)
535
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
612
Total
Institutional Outflows
(last 12 months)
$1.06B
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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
11/5/2024Harbour Investments Inc.8,667$1.17M0.0%+29.9%0.006%
11/5/2024Apollon Wealth Management LLC6,511$880K0.0%-3.4%0.004%
11/4/2024Jaffetilchin Investment Partners LLC4,016$542K0.0%-3.8%0.003%
11/4/2024Patten & Patten Inc. TN7,380$997K0.1%-2.5%0.005%
11/4/2024Ashton Thomas Securities LLC1,190$161K0.0%+72.7%0.001%
11/4/2024Colonial River Investments LLC1,486$201K0.1%N/A0.001%
11/4/2024Round Rock Advisors LLC87,921$11.88M2.8%+2.4%0.059%
11/4/2024Mayflower Financial Advisors LLC15,609$2.11M0.3%-0.7%0.010%
11/4/2024Axxcess Wealth Management LLC8,458$1.14M0.0%+14.7%0.006%
11/4/2024Guerra Pan Advisors LLC5,804$784K0.6%+3.0%0.004%
11/2/2024 Mesirow Financial Investment Management Inc.6,496$877K0.0%+4.6%0.004%
11/2/2024 XML Financial LLC10,974$1.48M0.1%+3.7%0.007%
11/1/2024 Atria Investments Inc2,630$355K0.0%-81.9%0.002%
11/1/2024 Essex Savings Bank3,086$417K0.1%-2.6%0.002%
11/1/2024 Oxbow Advisors LLC17,860$2.41M0.2%-0.4%0.012%
11/1/2024 Objective Capital Management LLC1,500$203K0.1%N/A0.001%
11/1/2024 Lindbrook Capital LLC7,930$1.07M0.1%-1.2%0.005%
11/1/2024 Wealth Quarterback LLC29,004$3.92M2.0%+2.6%0.019%
11/1/2024 Assetmark Inc.235,459$31.80M0.1%-4.2%0.158%
11/1/2024 Verus Financial Partners Inc.62,833$8.46M0.9%-3.2%0.042%
11/1/2024 SpiderRock Advisors LLC3,764$508K0.0%-40.4%0.003%
11/1/2024 Leavell Investment Management Inc.5,248$709K0.0%+45.8%0.004%
11/1/2024 Sonata Capital Group Inc.25,447$3.44M1.5%-10.0%0.017%
11/1/2024 Stiles Financial Services Inc3,149$425K0.1%-29.0%0.002%
11/1/2024 Bensler LLC20,735$2.80M0.4%-6.8%0.014%
11/1/2024 First National Bank & Trust Co. of Newtown180,272$24.35M4.7%-2.1%0.121%
10/31/2024 LS Investment Advisors LLC4,942$668K0.1%-8.3%0.003%
10/31/2024 Mine & Arao Wealth Creation & Management LLC.30,550$4.13M1.9%-1.2%0.020%
10/31/2024 Jmac Enterprises LLC17,038$2.30M0.4%+0.6%0.011%
10/31/2024 Montecito Bank & Trust4,844$654K0.1%-12.8%0.003%
10/31/2024 WoodTrust Financial Corp2,331$315K0.0%+5.3%0.002%
10/31/2024 Cozad Asset Management Inc.14,474$1.96M0.2%+1.1%0.010%
10/31/2024 David J Yvars Group9,441$1.27M0.8%-5.2%0.006%
10/31/2024 Forte Capital LLC ADV1,820$246K0.0%N/A0.001%
10/31/2024 Concurrent Investment Advisors LLC5,191$701K0.0%+4.8%0.003%
10/30/2024 White Lighthouse Investment Management Inc.68,883$9.30M1.7%+2.5%0.046%
10/30/2024 Armor Investment Advisors LLC3,041$411K0.2%-14.3%0.002%
10/30/2024 Radnor Capital Management LLC1,702$230K0.0%N/A0.001%
10/30/2024 Guidance Point Advisors LLC25,330$3.42M1.0%+1.0%0.017%
10/30/2024 Balentine LLC50,263$6.79M0.3%-10.4%0.034%
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10/30/2024 Crescent Grove Advisors LLC15,037$2.03M0.2%-5.2%0.010%
10/30/2024 North Star Investment Management Corp.77,837$10.51M0.7%-7.9%0.052%
10/30/2024 Crestwood Advisors Group LLC4,858$656K0.0%-17.1%0.003%
10/30/2024 Global Wealth Management Investment Advisory Inc.1,623$219K0.0%N/A0.001%
10/30/2024 Arthur M. Cohen & Associates LLC4,922$663K0.1%+18.1%0.003%
10/30/2024 Pittenger & Anderson Inc.683$92K0.0%-30.5%0.000%
10/30/2024 United Advisor Group LLC2,259$305K0.1%N/A0.002%
10/30/2024 Hazlett Burt & Watson Inc.20,831$2.82M1.3%-2.8%0.014%
10/30/2024 QRG Capital Management Inc.8,011$1.08M0.0%+2.4%0.005%
10/30/2024 WFA Asset Management Corp586$79K0.0%-41.4%0.000%
10/29/2024 Citizens National Bank Trust Department8,706$1.18M0.2%-3.1%0.006%
10/29/2024 Kanawha Capital Management LLC5,415$731K0.1%-3.5%0.004%
10/29/2024 Forum Financial Management LP1,831$247K0.0%N/A0.001%
10/29/2024 Nvwm LLC1,495$202K0.1%+18.0%0.001%
10/29/2024 GFS Advisors LLC3,769$509K0.1%+1,832.8%0.003%
10/29/2024 Janney Montgomery Scott LLC213,703$28.87M0.1%-1.1%0.143%
10/29/2024 Private Management Group Inc.1,577$213K0.0%N/A0.001%
10/29/2024 Cabana LLC17,472$2.36M13.1%-26.2%0.012%
10/29/2024 Realta Investment Advisors3,811$515K0.2%-22.7%0.003%
10/29/2024 Key Financial Inc903$122K0.0%-10.0%0.001%
10/29/2024 Chicago Partners Investment Group LLC13,846$1.88M0.1%+1.7%0.009%
10/28/2024 Gladstone Institutional Advisory LLC13,623$1.84M0.1%+0.9%0.009%
10/28/2024 Interchange Capital Partners LLC3,761$508K0.2%-4.1%0.003%
10/28/2024 Hills Bank & Trust Co1,870$253K0.0%-6.0%0.001%
10/28/2024 Focus Financial Network Inc.9,294$1.26M0.1%-4.5%0.006%
10/28/2024 Stephens Inc. AR20,413$2.76M0.0%+4.4%0.014%
10/28/2024 US Bancorp DE1,160,186$156.71M0.2%-3.2%0.778%
10/28/2024 HM Payson & Co.5,915$799K0.0%-4.8%0.004%
10/28/2024 Nikulski Financial Inc.38,387$5.19M1.6%-0.7%0.026%
10/28/2024 Catalyst Financial Partners LLC5,514$745K0.1%-4.2%0.004%
10/25/2024 Financial Advocates Investment Management17,241$2.33M0.1%+39.0%0.012%
10/25/2024 TNF LLC3,685$498K0.2%-4.9%0.002%
10/25/2024 Fiducient Advisors LLC11,799$1.59M0.2%-34.1%0.008%
10/25/2024 JFS Wealth Advisors LLC25,266$3.41M0.2%+1.0%0.017%
10/25/2024 Pinnacle Associates Ltd.33,326$4.50M0.1%+1.7%0.022%
10/25/2024 WASHINGTON TRUST Co15,362$2.08M0.1%-2.3%0.010%
10/25/2024 Highline Wealth Partners LLC1,507$204K0.1%N/A0.001%
10/25/2024 Pathway Financial Advisers LLC6,228$841K0.0%+1.5%0.004%
10/25/2024 Mutual Advisors LLC64,750$8.75M0.2%-0.6%0.043%
10/25/2024 Lodestar Private Asset Management LLC5,036$680K0.1%-2.3%0.003%
10/25/2024 Eagle Strategies LLC16,377$2.21M0.4%+7.2%0.011%
10/25/2024 Fidelis Capital Partners LLC12,963$1.76M0.2%+2.6%0.009%
10/25/2024 Valmark Advisers Inc.161,224$21.78M0.3%-1.1%0.108%
10/25/2024 GW Henssler & Associates Ltd.97,251$13.14M0.7%+6.1%0.065%
10/25/2024 Dodds Wealth LLC7,941$1.06M0.3%+1.1%0.005%
10/25/2024 Integrated Advisors Network LLC41,668$5.63M0.3%+19.0%0.028%
10/25/2024 Gateway Wealth Partners LLC1,767$239K0.1%-8.9%0.001%
10/25/2024 Traynor Capital Management Inc.24,634$3.33M0.2%-3.9%0.017%
10/25/2024 Cantor Fitzgerald Investment Advisors L.P.2,548$344K0.0%N/A0.002%
10/25/2024 Worth Financial Advisory Group LLC1,609$217K0.1%N/A0.001%
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10/25/2024 Pallas Capital Advisors LLC19,105$2.58M0.1%+51.3%0.013%
10/24/2024 Arbor Investment Advisors LLC2,796$378K0.1%-3.0%0.002%
10/24/2024 TCI Wealth Advisors Inc.10,109$1.37M0.1%-1.4%0.007%
10/24/2024 Yeomans Consulting Group Inc.18,994$2.57M1.0%-1.0%0.013%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,184$2.46M0.4%-0.7%0.012%
10/24/2024 Sterling Investment Advisors Ltd.66,633$9M2.3%-1.2%0.045%
10/24/2024 J.W. Cole Advisors Inc.32,444$4.38M0.2%+1.1%0.022%
10/24/2024 Ellis Investment Partners LLC224,564$30.33M5.9%+0.8%0.151%
10/24/2024 Carret Asset Management LLC48,858$6.60M0.7%-0.2%0.033%
10/24/2024 Amarillo National Bank56,561$7.64M1.4%-2.5%0.038%
(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, 1,260 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), International Assets Investment Management LLC ($590.66M), Wells Fargo & Company MN ($467.48M), PNC Financial Services Group Inc. ($464.14M), Northern Trust Corp ($378.86M), and Royal Bank of Canada ($277.64M).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 977 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: International Assets Investment Management LLC ($6.75M), Nissay Asset Management Corp Japan ADV ($1.80M), Bank of Montreal Can ($1.28M), Bank of New York Mellon Corp ($953.62K), Raymond James Financial Services Advisors Inc. ($610.58K), Comerica Bank ($599.84K), 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 25,829,383 shares in the last 24 months. This purchase volume represents approximately $4.31B in transactions.

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

Of the 861 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: Bank of New York Mellon Corp ($1.67M), Truist Financial Corp ($1.43M), Prime Capital Investment Advisors LLC ($915.63K), Envestnet Asset Management Inc. ($636.06K), Miller Howard Investments Inc. NY ($526.79K), Fifth Third Bancorp ($447.24K), and Raymond James Financial Services Advisors Inc. ($434.22K).

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

Institutional investors have sold a total of 20,528,904 shares in the last 24 months. This volume of shares sold represents approximately $2.99B in transactions.


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This page (NASDAQ:DVY) was last updated on 11/5/2024 by MarketBeat.com Staff
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