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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$136.69 -0.62 (-0.45%)
Closing price 04:00 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)
670
Total
Institutional Inflows
(last 12 months)
$4.88B
Number of
Institutional Sellers
(last 12 months)
605
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
2/21/2025Aberdeen Wealth Management LLC15,170$1.99M1.4%-11.1%0.010%
2/20/2025 Forum Financial Management LP1,966$258K0.0%+7.4%0.001%
2/20/2025Sunbeam Capital Management LLC1,865$245K0.5%N/A0.001%
2/18/2025 Pacific Point Advisors LLC11,383$1.53M0.9%N/A0.008%
2/18/2025 Western Wealth Management LLC2,100$276K0.1%-90.4%0.001%
2/18/2025 Strait & Sound Wealth Management LLC6,663$875K0.4%-4.3%0.004%
2/18/2025 Helium Advisors LLC6,953$913K0.7%N/A0.005%
2/18/2025 Sunbelt Securities Inc.16,288$2.13M0.2%-0.9%0.011%
2/18/2025 Pettinga Financial Advisors LLC1,925$253K0.1%N/A0.001%
2/18/2025 City National Bank of Florida MSD2,593$340K0.3%N/A0.002%
2/18/2025 Cornerstone Advisory LLC2,516$341K0.0%+3.1%0.002%
2/18/2025 Pacific Center for Financial Services2,149$282K0.1%-8.6%0.001%
2/18/2025 Highview Capital Management LLC DE 3,117$409K0.2%-14.3%0.002%
2/18/2025 Pinnacle Financial Group LLC IL62,299$8.18M3.2%+3.8%0.042%
2/18/2025 Elequin Capital LP1,048$138K0.0%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC16,044$2.11M0.0%-8.3%0.011%
2/18/2025 First Heartland Consultants Inc.18,829$2.47M0.2%+645.4%0.013%
2/18/2025 Continuum Advisory LLC8,914$1.17M0.2%+1.3%0.006%
2/18/2025 Glen Eagle Advisors LLC11,107$1.46M0.2%+2.4%0.007%
2/18/2025 White Knight Strategic Wealth Advisors LLC2,439$320K0.1%N/A0.002%
2/18/2025 Mpwm Advisory Solutions LLC304$40K0.0%N/A0.000%
2/17/2025 Waverly Advisors LLC19,655$2.58M0.0%+14.3%0.013%
2/17/2025 Windsor Advisory Group LLC422$55K0.1%N/A0.000%
2/17/2025 Vivaldi Capital Management LP31,129$4.24M0.6%-0.8%0.021%
2/17/2025 Waters Parkerson & CO. LLC2,960$389K0.0%+51.0%0.002%
2/17/2025 St. Clair Advisors LLC199,847$26.24M7.5%N/A0.134%
2/17/2025 Trace Wealth Advisors LLC6,124$804K0.7%N/A0.004%
2/17/2025 Royal Bank of Canada2,346,687$308.10M0.1%+4.5%1.579%
2/17/2025 Quadcap Wealth Management LLC5,614$737K0.1%-5.0%0.004%
2/17/2025 Quantinno Capital Management LP11,889$1.56M0.0%+11.6%0.008%
2/17/2025 Pathstone Holdings LLC78,947$10.38M0.0%+5.5%0.053%
2/17/2025 NorthRock Partners LLC9,596$1.26M0.0%N/A0.006%
2/17/2025 Morse Asset Management Inc468$61K0.0%-31.4%0.000%
2/17/2025 Focus Partners Wealth402,317$53.00M0.1%+792.4%0.271%
2/17/2025 Fairview Capital Investment Management LLC3,476$456K0.0%-30.1%0.002%
2/17/2025 Clark Capital Management Group Inc.4,310$566K0.0%-28.8%0.003%
2/17/2025 Deutsche Bank AG11,355$1.49M0.0%-27.6%0.008%
2/17/2025 Dunhill Financial LLC2,365$311K0.1%+57.5%0.002%
2/17/2025 EPG Wealth Management LLC706$93K0.0%-41.3%0.000%
2/17/2025 EP Wealth Advisors LLC22,842$3.00M0.0%+21.1%0.015%
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2/17/2025 Colonial Trust Co SC2,522$331K0.0%+34.3%0.002%
2/17/2025 CoreCap Advisors LLC47,015$6.17M0.3%+49.7%0.032%
2/17/2025 Cresset Asset Management LLC81,895$10.75M0.1%+3.7%0.055%
2/17/2025 Capital Advantage Inc.7,806$1.03M0.2%N/A0.005%
2/17/2025 Cetera Investment Advisers386,247$50.71M0.1%+0.2%0.260%
2/17/2025 BOKF NA74,015$9.52M0.2%-2.7%0.050%
2/17/2025 Captrust Financial Advisors92,644$12.16M0.0%-1.1%0.062%
2/17/2025 Cary Street Partners Financial LLC11,007$1.45M0.0%N/A0.007%
2/17/2025 Baird Financial Group Inc.219,389$28.80M0.1%+0.9%0.148%
2/17/2025 Bank of America Corp DE8,294,357$1.09B0.1%-0.4%5.580%
2/17/2025 BIP Wealth LLC6,027$791K0.1%+23.6%0.004%
2/17/2025 BNP Paribas Financial Markets4,105$539K0.0%-7.8%0.003%
2/17/2025 Ameriprise Financial Inc.490,827$64.33M0.0%+2.8%0.330%
2/17/2025 Ancora Advisors LLC1,332$175K0.0%-9.7%0.001%
2/17/2025 Aptus Capital Advisors LLC11,998$1.58M0.0%+22.3%0.008%
2/17/2025 Arrowroot Family Office LLC4,460$586K0.3%-5.7%0.003%
2/17/2025 Asset Management Group Inc.15,066$1.98M0.4%+0.8%0.010%
2/17/2025 AlTi Global Inc.162,406$21.78M0.5%-0.7%0.109%
2/17/2025 Allegheny Financial Group1,718$226K0.1%-9.2%0.001%
2/14/2025 South Plains Financial Inc.2,038$268K0.2%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV174,164$22.87M0.1%-6.2%0.117%
2/14/2025 Keel Point LLC10,400$1.37M0.1%-6.0%0.007%
2/14/2025 FAS Wealth Partners Inc.28,963$3.80M0.3%-2.8%0.019%
2/14/2025 Eagle Strategies LLC17,246$2.26M0.4%+5.3%0.012%
2/14/2025 Rehmann Capital Advisory Group9,057$1.19M0.1%-6.0%0.006%
2/14/2025 Comerica Bank493,235$64.76M0.3%+1.9%0.332%
2/14/2025 Lido Advisors LLC88,356$11.60M0.1%+30.8%0.059%
2/14/2025 Northern Trust Corp2,898,608$380.56M0.1%-2.0%1.950%
2/14/2025 Beacon Pointe Advisors LLC95,018$12.48M0.1%+0.8%0.064%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.661$87K0.1%N/A0.000%
2/14/2025 Mission Creek Capital Partners Inc.11,042$1.45M0.3%-2.0%0.007%
2/14/2025 Gerber Kawasaki Wealth & Investment Management1,861$244K0.0%+7.5%0.001%
2/14/2025 Prosperity Consulting Group LLC8,915$1.17M0.1%+9.6%0.006%
2/14/2025 Johnson Financial Group Inc.5,477$738K0.0%+9.5%0.004%
2/14/2025 Coldstream Capital Management Inc.14,288$1.88M0.0%-1.2%0.010%
2/14/2025 Capital Analysts LLC20,112$2.64M0.1%-0.9%0.014%
2/14/2025 Kovitz Investment Group Partners LLC42,567$5.59M0.0%-37.9%0.029%
2/14/2025 Topsail Wealth Management LLC1,500$197K0.0%N/A0.001%
2/14/2025 Stonebridge Capital Advisors LLC17,563$2.31M0.2%-9.0%0.012%
2/14/2025 Hancock Whitney Corp29,825$3.92M0.1%+2.4%0.020%
2/14/2025 Integrated Wealth Concepts LLC66,330$8.71M0.1%+2.6%0.045%
2/14/2025 Coppell Advisory Solutions LLC1,543$202K0.0%-6.7%0.001%
2/14/2025 Steel Grove Capital Advisors LLC3,220$423K0.1%-41.9%0.002%
2/14/2025 FSA Wealth Management LLC2,379$312K0.1%-10.7%0.002%
2/14/2025 Hsbc Holdings PLC17,174$2.26M0.0%+17.8%0.012%
2/14/2025 IHT Wealth Management LLC8,360$1.10M0.0%-13.2%0.006%
2/14/2025 Stifel Financial Corp306,725$40.27M0.0%+10.7%0.206%
2/14/2025 OneDigital Investment Advisors LLC15,506$2.04M0.0%-1.4%0.010%
2/14/2025 Wealth Dimensions Group Ltd.6,423$843K0.2%-2.3%0.004%
2/14/2025 TD Waterhouse Canada Inc.14,194$1.86M0.0%-7.5%0.010%
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2/14/2025 Tradition Wealth Management LLC35,305$4.64M0.4%+35.3%0.024%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC85,419$11.21M0.0%+304.6%0.057%
2/14/2025 MML Investors Services LLC40,646$5.34M0.0%+16.3%0.027%
2/14/2025 MYDA Advisors LLC80,000$10.50M2.6%N/A0.054%
2/14/2025 Carbahal Olsen Financial Services Group LLC13,817$1.81M1.7%N/A0.009%
2/14/2025 Curi RMB Capital LLC18,127$2.38M0.1%-2.9%0.012%
2/14/2025 Forum Financial Management LP1,966$258K0.0%+7.4%0.001%
2/14/2025 GeoWealth Management LLC8,930$1.17M0.0%+60.4%0.006%
2/14/2025 Commerce Bank291,319$38.25M0.2%+0.4%0.196%
2/14/2025 Concourse Financial Group Securities Inc.17,495$2.35M0.1%+3.0%0.012%
(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, 1,336 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 49,661,667 shares in the last 24 months. This purchase volume represents approximately $6.77B in transactions.

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

Of the 893 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 ($458.21K).

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

Institutional investors have sold a total of 23,645,114 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.


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This page (NASDAQ:DVY) was last updated on 2/21/2025 by MarketBeat.com Staff
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