iShares Select Dividend ETF (DVY) Institutional Ownership

$122.90
+0.46 (+0.38%)
(As of 05/8/2024 ET)

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)
616
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
667
Total
Institutional Outflows
(last 12 months)
$1.94B
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DVY Institutional Buying and Selling by Quarter

iShares Select Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Sheets Smith Wealth Management7,418$914K0.1%-6.2%0.005%
5/8/2024Bleakley Financial Group LLC4,791$590K0.0%-22.9%0.003%
5/8/2024Avantax Advisory Services Inc.116,199$14.31M0.1%+5.6%0.077%
5/8/2024US Bancorp DE1,309,730$161.33M0.2%-3.8%0.863%
5/8/2024QRG Capital Management Inc.8,505$1.05M0.0%+212.7%0.006%
5/8/2024Headlands Technologies LLC384$47K0.0%+884.6%0.000%
5/8/2024Verus Financial Partners Inc.74,791$9.21M1.1%-4.2%0.049%
5/8/2024Semus Wealth Partners LLC2,674$329K0.3%-4.1%0.002%
5/8/2024Thoroughbred Financial Services LLC21,860$2.69M0.3%-24.7%0.014%
5/7/2024NorthRock Partners LLC3,790$467K0.0%-8.7%0.002%
5/7/2024Choate Investment Advisors6,070$748K0.0%+29.1%0.004%
5/7/2024White Lighthouse Investment Management Inc.69,256$8.53M1.7%-0.4%0.046%
5/7/2024GW Henssler & Associates Ltd.84,786$10.44M0.6%+16.9%0.056%
5/7/2024Chilton Capital Management LLC715$88K0.0%-34.4%0.000%
5/7/2024Concurrent Investment Advisors LLC4,179$515K0.0%+10.3%0.003%
5/7/2024Atomi Financial Group Inc.3,381$416K0.0%-13.2%0.002%
5/7/2024Montag A & Associates Inc.3,047$375K0.0%+35.6%0.002%
5/7/2024TCI Wealth Advisors Inc.10,570$1.30M0.1%-5.3%0.007%
5/7/2024WealthPLAN Partners LLC6,492$800K0.1%+2.5%0.004%
5/7/2024KCM Investment Advisors LLC52,365$6.45M0.2%-0.9%0.035%
5/7/2024Smithfield Trust Co49,983$6.15M0.3%-1.6%0.033%
5/7/2024NTV Asset Management LLC115,113$14.18M2.2%-0.7%0.076%
5/7/2024Highland Capital Management LLC49,327$6.08M0.3%-1.4%0.033%
5/7/2024PFG Advisors9,366$1.15M0.1%-11.8%0.006%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,719$335K0.0%-24.4%0.002%
5/7/2024 Wealthspire Advisors LLC66,661$8.21M0.1%-2.9%0.044%
5/7/2024 Insight Advisors LLC PA2,056$253K0.0%-4.1%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.40,431$4.98M0.0%+88.5%0.027%
5/6/2024 OLD Second National Bank of Aurora900$111K0.0%-83.3%0.001%
5/6/2024 MGB Wealth Management LLC4,815$593K0.2%+12.1%0.003%
5/6/2024 Kades & Cheifetz LLC6,464$796K0.5%+3.0%0.004%
5/6/2024 Advisory Services Network LLC67,416$8.30M0.2%-0.5%0.044%
5/6/2024 Manchester Capital Management LLC14,985$1.85M0.2%+17,529.4%0.010%
5/4/2024 Howland Capital Management LLC22,727$2.80M0.1%-2.1%0.015%
5/4/2024 SPC Financial Inc.44,394$5.47M0.5%+0.2%0.029%
5/4/2024 Geneos Wealth Management Inc.28,602$3.52M0.2%-5.4%0.019%
5/4/2024 9258 Wealth Management LLC1,811$223K0.0%-7.6%0.001%
5/4/2024 Gould Asset Management LLC CA7,493$923K0.2%-4.3%0.005%
5/4/2024 Paulson Wealth Management Inc.8,524$1.05M0.3%-7.6%0.006%
5/4/2024 Csenge Advisory Group20,241$2.49M0.1%+1.4%0.013%
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5/4/2024 Joseph P. Lucia & Associates LLC36,603$4.51M2.4%-4.6%0.024%
5/3/2024 Integris Wealth Management LLC4,171$514K0.1%-4.8%0.003%
5/3/2024 Embree Financial Group10,301$1.27M0.2%-6.4%0.007%
5/3/2024 Carson Advisory Inc.1,679$207K0.1%N/A0.001%
5/3/2024 TFB Advisors LLC3,427$411K0.1%+52.0%0.002%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC94,090$11.59M3.2%+4.4%0.062%
5/3/2024 Chevy Chase Trust Holdings LLC1,790$220K0.0%-4.5%0.001%
5/3/2024 Etfidea LLC3,576$440K0.1%-15.9%0.002%
5/3/2024 Commerce Bank286,354$35.27M0.2%-2.2%0.188%
5/3/2024 United Community Bank5,672$699K0.3%-7.8%0.004%
5/3/2024 Whittier Trust Co. of Nevada Inc.9,162$1.13M0.0%-2.7%0.006%
5/3/2024 Whittier Trust Co.11,034$1.36M0.0%-18.6%0.007%
5/3/2024 Integrity Financial Corp WA1,150$142K0.1%+9.5%0.001%
5/2/2024 Mutual Advisors LLC66,419$8.18M0.3%+8.4%0.044%
5/2/2024 Salomon & Ludwin LLC3,147$388K0.0%-5.0%0.002%
5/2/2024 Financial Counselors Inc.19,348$2.38M0.0%+10.5%0.013%
5/2/2024 Peregrine Asset Advisers Inc.16,351$2.01M0.8%-0.9%0.011%
5/2/2024 Centerpoint Advisors LLC590$73K0.0%+247.1%0.000%
5/2/2024 FinTrust Capital Advisors LLC4,043$498K0.1%-22.5%0.003%
5/2/2024 Haverford Trust Co23,741$2.92M0.0%+2.9%0.016%
5/2/2024 Pittenger & Anderson Inc.983$121K0.0%+51.2%0.001%
5/2/2024 Fidelis Capital Partners LLC12,620$1.56M0.3%+15.9%0.008%
5/2/2024 Choreo LLC9,097$1.12M0.0%-24.2%0.006%
5/2/2024 CNB Bank1,102$136K0.1%-53.1%0.001%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.1,721$212K0.1%N/A0.001%
5/2/2024 Hunter Associates Investment Management LLC4,910$604K0.1%-4.8%0.003%
5/2/2024 Palisade Asset Management LLC3,221$397K0.0%+18.4%0.002%
5/2/2024 Argent Advisors Inc.29,600$3.65M1.4%+28.2%0.019%
5/1/2024 Smith Shellnut Wilson LLC ADV24,431$3.01M1.6%-2.0%0.016%
5/1/2024 Janney Montgomery Scott LLC225,892$27.83M0.1%-18.3%0.149%
5/1/2024 BNP Paribas Financial Markets50,208$6.19M0.0%+607.0%0.033%
5/1/2024 VAUGHAN & Co SECURITIES INC.9,348$1.15M0.7%-1.8%0.006%
5/1/2024 Mirae Asset Global Investments Co. Ltd.16,300$2.01M0.0%-14.2%0.011%
5/1/2024 Concourse Financial Group Securities Inc.18,405$2.27M0.1%-9.4%0.012%
5/1/2024 BOK Financial Private Wealth Inc.12,227$1.51M0.1%-4.1%0.008%
5/1/2024 Mission Wealth Management LP20,714$2.55M0.1%-0.7%0.014%
5/1/2024 Wambolt & Associates LLC6,978$853K0.3%-26.0%0.005%
5/1/2024 Worth Financial Advisory Group LLC1,708$210K0.1%N/A0.001%
5/1/2024 Sequoia Financial Advisors LLC44,474$5.48M0.1%+2.4%0.029%
4/30/2024 Private Advisor Group LLC190,778$23.50M0.2%-0.7%0.125%
4/30/2024 J.W. Cole Advisors Inc.35,242$4.34M0.2%+14.1%0.023%
4/30/2024 Vantage Investment Partners LLC4,059$500K0.0%-11.2%0.003%
4/30/2024 Hartline Investment Corp18,077$2.23M0.4%N/A0.012%
4/30/2024 North Star Investment Management Corp.87,346$10.76M0.8%+2.5%0.057%
4/30/2024 Fairman Group LLC370$46K0.0%-26.1%0.000%
4/30/2024 Fortis Group Advisors LLC5,443$671K0.1%-6.3%0.004%
4/30/2024 HB Wealth Management LLC55,959$6.89M0.1%-2.5%0.037%
4/30/2024 SpiderRock Advisors LLC5,215$623K0.0%N/A0.003%
4/30/2024 BlueChip Wealth Advisors LLC2,342$288K0.2%N/A0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,268$156K0.0%+32.4%0.001%
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4/30/2024 Joel Isaacson & Co. LLC22,822$2.81M0.2%-2.8%0.015%
4/30/2024 Arkadios Wealth Advisors6,596$813K0.1%-9.5%0.004%
4/30/2024 Camden National Bank4,505$555K0.1%-4.9%0.003%
4/30/2024 Caprock Group LLC3,325$410K0.0%+10.8%0.002%
4/30/2024 Perigon Wealth Management LLC6,824$840K0.0%+5.6%0.004%
4/30/2024 Navis Wealth Advisors LLC3,090$381K0.5%+15.7%0.002%
4/30/2024 SkyOak Wealth LLC3,951$487K0.1%+5.2%0.003%
4/30/2024 Lakeridge Wealth Management LLC6,759$833K0.5%-33.1%0.004%
4/30/2024 Investment Advisory Group LLC15,020$1.85M0.8%-0.8%0.010%
4/30/2024 Unionview LLC11,084$1.37M1.1%-9.7%0.007%
(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, 1,281 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), Wells Fargo & Company MN ($467.48M), PNC Financial Services Group Inc. ($464.14M), Northern Trust Corp ($378.86M), Royal Bank of Canada ($277.64M), and Bank of New York Mellon Corp ($256.96M).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 1,049 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 ($2.40M), Nissay Asset Management Corp Japan ADV ($1.80M), Journey Strategic Wealth LLC ($1.65M), Bank of Montreal Can ($1.59M), Bank of America Corp DE ($1.47M), Bank of New York Mellon Corp ($1.26M), and Comerica Bank ($703.31K).

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

Institutional investors have bought a total of 32,128,730 shares in the last 24 months. This purchase volume represents approximately $6.50B in transactions.

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

Of the 870 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: Journey Strategic Wealth LLC ($1.66M), Bank of New York Mellon Corp ($1.54M), Truist Financial Corp ($1.36M), Prime Capital Investment Advisors LLC ($933.58K), Miller Howard Investments Inc. NY ($598.15K), Envestnet Asset Management Inc. ($581.39K), and Sageworth Trust Co ($513.95K).

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

Institutional investors have sold a total of 22,785,054 shares in the last 24 months. This volume of shares sold represents approximately $3.68B in transactions.


This page (NASDAQ:DVY) was last updated on 5/8/2024 by MarketBeat.com Staff

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