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iShares Select Dividend ETF (DVY) Institutional Ownership

iShares Select Dividend ETF logo
$136.14 +1.34 (+0.99%)
As of 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)
556
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
598
Total
Institutional Outflows
(last 12 months)
$1.28B
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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
1/21/2025Regatta Capital Group LLC3,965$521K0.1%+6.7%0.003%
1/21/2025MKT Advisors LLC7,685$1.04M0.5%-14.7%0.005%
1/21/2025Guerra Pan Advisors LLC7,278$955K0.7%+25.4%0.005%
1/21/2025Embree Financial Group8,578$1.13M0.2%-1.4%0.006%
1/21/2025Flagship Private Wealth LLC2,317$304K0.1%+29.3%0.002%
1/21/2025Rockwood Wealth Management LLC2,760$361K0.0%+45.4%0.002%
1/21/2025Crescent Grove Advisors LLC15,224$2.00M0.2%+1.2%0.010%
1/21/2025KFG Wealth Management LLC5,102$670K0.1%-3.7%0.003%
1/21/2025First Citizens Bank & Trust Co.24,263$3.19M0.0%-2.5%0.016%
1/21/2025Duncan Williams Asset Management LLC1,591$209K0.1%N/A0.001%
1/21/2025Precedent Wealth Partners LLC11,108$1.46M0.5%-9.7%0.007%
1/21/2025Affiance Financial LLC2,275$299K0.1%N/A0.001%
1/21/2025Flagship Harbor Advisors LLC14,842$1.95M0.1%-0.9%0.010%
1/21/2025Juncture Wealth Strategies LLC5,150$676K0.3%+2.8%0.003%
1/21/2025Insight Inv LLC1,662$218K0.2%N/A0.001%
1/21/2025Nikulski Financial Inc.4,078$535K0.2%-89.4%0.003%
1/21/2025Grimes & Company Inc.9,353$1.23M0.0%+3.2%0.006%
1/21/2025Geneos Wealth Management Inc.26,884$3.53M0.1%-2.5%0.018%
1/21/2025Dynamic Advisor Solutions LLC2,221$292K0.0%-63.4%0.001%
1/21/2025Fifth Third Bancorp288,110$37.83M0.1%-3.7%0.190%
1/21/2025Atlas Private Wealth Advisors15,129$1.99M0.3%-17.2%0.010%
1/21/2025Harel Insurance Investments & Financial Services Ltd.5,338$701K0.0%+46.7%0.004%
1/21/2025Exchange Traded Concepts LLC224,501$29.48M0.6%-26.0%0.148%
1/21/2025CX Institutional30,612$4.02M0.2%+11.2%0.020%
1/21/2025Patriot Investment Management Group Inc.12,603$1.66M0.1%-2.9%0.008%
1/21/2025Southland Equity Partners LLC1,870$245K0.1%-6.5%0.001%
1/21/2025RFG Advisory LLC2,453$322K0.0%+12.0%0.002%
1/21/2025TABR Capital Management LLC1,568$206K0.2%N/A0.001%
1/21/2025Neumann Capital Management LLC3,819$501K0.2%-5.4%0.003%
1/21/2025Cornerstone Wealth Management LLC5,516$724K0.0%+6.0%0.004%
1/21/2025Brighton Jones LLC12,212$1.60M0.0%+14.3%0.008%
1/17/2025 Yeomans Consulting Group Inc.18,093$2.38M0.9%-4.7%0.012%
1/17/2025 Secure Asset Management LLC3,788$497K0.1%-7.7%0.002%
1/17/2025 Madrona Financial Services LLC3,842$504K0.1%-3.9%0.003%
1/17/2025 Avior Wealth Management LLC5,804$762K0.0%+3.6%0.004%
1/17/2025 Mutual Advisors LLC62,362$8.35M0.2%-3.7%0.041%
1/17/2025 Olistico Wealth LLC1,913$251K0.1%+168.3%0.001%
1/17/2025 Traynor Capital Management Inc.19,136$2.51M0.2%-22.3%0.013%
1/17/2025 Independent Wealth Network Inc.8,289$1.09M0.4%+17.3%0.005%
1/17/2025 Janney Montgomery Scott LLC213,161$27.99M0.1%-0.3%0.140%
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1/17/2025 Bartlett & CO. Wealth Management LLC7,355$966K0.0%-2.6%0.005%
1/17/2025 GoalVest Advisory LLC35,462$4.66M1.3%+29.7%0.023%
1/17/2025 Magnus Financial Group LLC15,864$2.08M0.2%+0.6%0.010%
1/17/2025 Daymark Wealth Partners LLC5,212$684K0.0%-6.1%0.003%
1/17/2025 Investment Advisory Group LLC13,822$1.82M0.6%-1.4%0.009%
1/17/2025 Finley Financial LLC730$97K0.1%N/A0.000%
1/17/2025 Melfa Wealth Management Inc.1,900$249K0.2%-9.5%0.001%
1/17/2025 Global Trust Asset Management LLC18,219$2.39M0.9%-9.9%0.012%
1/17/2025 Dakota Wealth Management17,762$2.33M0.1%+77.7%0.012%
1/17/2025 Simon Quick Advisors LLC23,815$3.13M0.2%+2.6%0.016%
1/17/2025 Beaumont Financial Advisors LLC62,790$8.24M0.6%+0.2%0.041%
1/17/2025 Perfromance Wealth Partners LLC9,870$1.30M0.0%-5.6%0.006%
1/17/2025 Planned Solutions Inc.9,871$1.30M0.5%+27.2%0.007%
1/17/2025 Atomi Financial Group Inc.3,206$421K0.0%-5.1%0.002%
1/17/2025 Monterey Private Wealth Inc.3,630$477K0.2%-7.5%0.002%
1/17/2025 Transform Wealth LLC7,506$985K0.1%+61.8%0.005%
1/16/2025 First United Bank & Trust55,537$7.29M2.6%+3.5%0.037%
1/16/2025 Tudor Financial Inc.2,618$344K0.2%+9.3%0.002%
1/16/2025 Koshinski Asset Management Inc.6,712$881K0.0%-4.8%0.004%
1/16/2025 Breakwater Investment Management1,558$205K0.1%-25.2%0.001%
1/16/2025 Cove Private Wealth LLC2,030$267K0.2%N/A0.001%
1/16/2025 Ironwood Financial llc36,210$4.75M1.0%-7.0%0.024%
1/16/2025 Mechanics Bank Trust Department41,694$5.47M0.7%-3.3%0.027%
1/16/2025 Diversify Advisory Services LLC1,789$230K0.0%N/A0.001%
1/16/2025 Gilman Hill Asset Management LLC161,377$21.19M3.7%+1,439.1%0.106%
1/16/2025 Kaydan Wealth Management Inc.15,562$2.04M0.7%+2.9%0.010%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.32,094$4.21M2.4%-1.3%0.021%
1/16/2025 Lbmc Investment Advisors LLC233,853$30.70M2.4%+0.5%0.154%
1/15/2025 Moss Adams Wealth Advisors LLC3,013$396K0.0%+33.7%0.002%
1/15/2025 Astoria Portfolio Advisors LLC.4,291$563K0.2%N/A0.003%
1/15/2025 Ameritas Advisory Services LLC24,111$3.17M0.1%+30.3%0.016%
1/15/2025 HB Wealth Management LLC53,960$7.08M0.1%-0.2%0.035%
1/15/2025 Sanibel Captiva Trust Company Inc.3,910$513K0.0%+44.3%0.003%
1/15/2025 Arkadios Wealth Advisors8,539$1.12M0.1%-7.6%0.006%
1/15/2025 Arthur M. Cohen & Associates LLC4,549$597K0.1%-7.6%0.003%
1/15/2025 Merit Financial Group LLC4,234$556K0.0%-25.7%0.003%
1/15/2025 Wealthcare Advisory Partners LLC27,567$3.62M0.1%+3.8%0.018%
1/15/2025 Procyon Advisors LLC3,236$425K0.0%+13.1%0.002%
1/15/2025 Tompkins Financial Corp9,850$1.29M0.1%-9.8%0.006%
1/15/2025 Edge Wealth Management LLC10,973$1.44M0.3%+1.2%0.007%
1/15/2025 Shulman DeMeo Asset Management LLC30,543$4.01M1.1%-4.7%0.020%
1/15/2025 Bouvel Investment Partners LLC26,236$3.45M1.2%+35.2%0.017%
1/15/2025 Cypress Wealth Services LLC22,247$2.92M0.6%+7.2%0.015%
1/15/2025 Omega Financial Group LLC48,819$6.41M2.4%-2.8%0.032%
1/15/2025 JGP Wealth Management LLC79,851$10.48M1.4%+3.0%0.052%
1/15/2025 Ritholtz Wealth Management2,764$363K0.0%+3.2%0.002%
1/15/2025 Sanders Morris Harris LLC20,237$2.66M0.4%N/A0.013%
1/14/2025 SignalPoint Asset Management LLC8,882$1.17M0.3%-1.5%0.006%
1/14/2025 Flywheel Private Wealth LLC5,294$695K0.6%N/A0.003%
1/14/2025 Sterling Investment Advisors LLC ADV1,739$228K0.1%-5.9%0.001%
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1/14/2025 Pinnacle Bancorp Inc.11,781$1.55M0.5%-1.5%0.008%
1/14/2025 Twele Capital Management Inc.3,078$404K0.1%-3.6%0.002%
1/14/2025 Armstrong Advisory Group Inc.516$68K0.0%+205.3%0.000%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC18,595$2.44M0.0%-1.8%0.012%
1/14/2025 Wolff Wiese Magana LLC23,411$3.07M2.0%-1.0%0.015%
1/14/2025 Smith Anglin Financial LLC14,059$1.85M0.2%+1.4%0.009%
1/14/2025 Apella Capital LLC1,879$247K0.0%N/A0.001%
1/14/2025 Founders Grove Wealth Partners LLC1,658$218K0.1%N/A0.001%
1/14/2025 Richard P Slaughter Associates Inc1,711$225K0.1%N/A0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.194$25K0.0%+340.9%0.000%
(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, 1,261 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. ($521.56M), Wells Fargo & Company MN ($467.48M), Northern Trust Corp ($378.86M), Royal Bank of Canada ($277.64M), and Bank of New York Mellon Corp ($236.09M).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 972 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), Raymond James Financial Services Advisors Inc. ($610.58K), Comerica Bank ($599.84K), Jane Street Group LLC ($586.17K), and Miller Howard Investments Inc. NY ($583.87K).

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

Institutional investors have bought a total of 24,626,024 shares in the last 24 months. This purchase volume represents approximately $3.98B in transactions.

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

Of the 860 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 ($4.36M), Bank of New York Mellon Corp ($1.67M), Truist Financial Corp ($1.43M), Prime Capital Investment Advisors LLC ($724.56K), Envestnet Asset Management Inc. ($636.06K), 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 24,070,302 shares in the last 24 months. This volume of shares sold represents approximately $3.35B in transactions.


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This page (NASDAQ:DVY) was last updated on 1/21/2025 by MarketBeat.com Staff
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