iShares Select Dividend ETF (DVY) Institutional Ownership

$125.53
-0.03 (-0.02%)
(As of 05/16/2024 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)
566
Total
Institutional Inflows
(last 12 months)
$1.17B
Number of
Institutional Sellers
(last 12 months)
654
Total
Institutional Outflows
(last 12 months)
$1.59B
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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
5/17/2024Hancock Whitney Corp27,990$3.45M0.1%+1.3%0.018%
5/17/2024Comerica Bank492,677$60.69M0.3%-2.0%0.324%
5/17/2024Coppell Advisory Solutions Corp.3,775$465K0.1%N/A0.002%
5/16/2024Jane Street Group LLC617,469$76.06M0.0%+1,872.8%0.406%
5/16/2024B. Riley Wealth Advisors Inc.19,632$2.42M0.1%+14.6%0.013%
5/16/2024High Falls Advisors Inc12,052$1.49M0.4%-1.4%0.008%
5/16/2024 Waverly Advisors LLC10,956$1.35M0.0%+526.8%0.007%
5/15/2024 Ascent Group LLC2,952$364K0.0%-4.1%0.002%
5/15/2024 SVB Wealth LLC31,367$3.86M0.1%-6.2%0.021%
5/15/2024 BOKF NA96,177$11.76M0.2%-26.0%0.063%
5/15/2024 Kestra Advisory Services LLC127,813$15.74M0.1%+17.2%0.084%
5/15/2024 Steel Grove Capital Advisors LLC9,228$1.14M0.0%-28.0%0.006%
5/15/2024 LRI Investments LLC1,255$156K0.0%N/A0.001%
5/15/2024 Linscomb Wealth Inc.75,845$9.34M0.5%-4.2%0.050%
5/15/2024 Keeley Teton Advisors LLC11,078$1.37M0.2%+1.8%0.007%
5/15/2024 Gamco Investors INC. ET AL5,000$616K0.0%-4.8%0.003%
5/15/2024 Stonebridge Capital Advisors LLC26,349$3.25M0.3%-31.5%0.017%
5/14/2024 Sheaff Brock Investment Advisors LLC5,359$660K0.0%-18.3%0.004%
5/14/2024 Cadence Bank11,384$1.40M0.1%-4.8%0.007%
5/14/2024 Rodgers Brothers Inc.2,422$298K0.0%N/A0.002%
5/14/2024 First Commonwealth Financial Corp PA 27,430$3.38M0.9%-1.3%0.018%
5/14/2024 Axxcess Wealth Management LLC7,390$910K0.0%+1.5%0.005%
5/14/2024 EP Wealth Advisors LLC10,100$1.24M0.0%-2.0%0.007%
5/14/2024 CreativeOne Wealth LLC9,828$1.21M0.0%+280.5%0.006%
5/14/2024 Sax Wealth Advisors LLC9,341$1.15M0.1%-3.6%0.006%
5/13/2024 Bessemer Group Inc.4,264$525K0.0%-4.2%0.003%
5/11/2024 Lcnb Corp2,165$267K0.1%+5.7%0.001%
5/11/2024 Trustmark National Bank Trust Department133,166$16.40M1.3%-3.1%0.088%
5/11/2024 Davis R M Inc.3,159$389K0.0%+4.9%0.002%
5/11/2024 Alley Investment Management Company LLC5,560$685K0.1%-24.0%0.004%
5/11/2024 Beaumont Financial Advisors LLC64,840$7.99M0.7%-0.5%0.043%
5/11/2024 Strait & Sound Wealth Management LLC9,581$1.14M0.6%+9.1%0.006%
5/11/2024 Patten & Patten Inc. TN7,698$948K0.1%-1.5%0.005%
5/10/2024 Osaic Holdings Inc.521,776$64.29M0.1%-16.3%0.343%
5/10/2024 Vanguard Group Inc.31,581$3.89M0.0%+0.4%0.021%
5/10/2024 TCTC Holdings LLC1,175$145K0.0%-10.8%0.001%
5/10/2024 Nwam LLC17,611$2.16M0.2%-27.3%0.012%
5/9/2024 ProVise Management Group LLC3,225$397K0.0%-4.2%0.002%
5/9/2024 Leo Wealth LLC7,267$895K0.1%-1.7%0.005%
5/9/2024 Private Portfolio Partners LLC19,105$2.35M0.5%-0.4%0.013%
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5/9/2024 Orion Portfolio Solutions LLC36,889$4.54M0.0%-49.7%0.024%
5/9/2024 Blair William & Co. IL170,564$21.01M0.1%-21.4%0.112%
5/9/2024 HBK Sorce Advisory LLC29,195$3.60M0.1%-3.4%0.019%
5/9/2024 Kingsview Wealth Management LLC8,985$1.11M0.0%-1.3%0.006%
5/9/2024 Landaas & Co. WI ADV37,502$4.62M1.5%+0.6%0.025%
5/9/2024 JDM Financial Group LLC225$28K0.0%-52.6%0.000%
5/9/2024 Ledyard National Bank7,555$931K0.1%-7.0%0.005%
5/9/2024 TBH Global Asset Management LLC2,922$360K0.1%+24.4%0.002%
5/9/2024 SageView Advisory Group LLC9,188$1.13M0.1%+294.7%0.006%
5/9/2024 Interchange Capital Partners LLC3,469$427K0.3%+6.6%0.002%
5/9/2024 Portland Global Advisors LLC6,255$770K0.1%-4.8%0.004%
5/9/2024 Eagle Bay Advisors LLC38,710$4.77M3.0%N/A0.025%
5/9/2024 Dearborn Partners LLC3,700$456K0.0%+3.1%0.002%
5/9/2024 Pettyjohn Wood & White Inc.1,675$206K0.0%N/A0.001%
5/9/2024 Koshinski Asset Management Inc.6,471$797K0.1%+17.1%0.004%
5/8/2024 Darden Wealth Group Inc16,849$2.08M1.6%-3.9%0.011%
5/8/2024 FPC Investment Advisory Inc.1,010$122K0.1%N/A0.001%
5/8/2024 Cozad Asset Management Inc.14,329$1.77M0.2%+2.0%0.009%
5/8/2024 Sheets Smith Wealth Management7,418$914K0.1%-6.2%0.005%
5/8/2024 Bleakley Financial Group LLC4,791$590K0.0%-22.9%0.003%
5/8/2024 Avantax Advisory Services Inc.116,199$14.31M0.1%+5.6%0.077%
5/8/2024 US Bancorp DE1,309,730$161.33M0.2%-3.8%0.863%
5/8/2024 QRG Capital Management Inc.8,505$1.05M0.0%+212.7%0.006%
5/8/2024 Headlands Technologies LLC384$47K0.0%+884.6%0.000%
5/8/2024 Verus Financial Partners Inc.74,791$9.21M1.1%-4.2%0.049%
5/8/2024 Semus Wealth Partners LLC2,674$329K0.3%-4.1%0.002%
5/8/2024 Thoroughbred Financial Services LLC21,860$2.69M0.3%-24.7%0.014%
5/7/2024 NorthRock Partners LLC3,790$467K0.0%-8.7%0.002%
5/7/2024 Choate Investment Advisors6,070$748K0.0%+29.1%0.004%
5/7/2024 White Lighthouse Investment Management Inc.69,256$8.53M1.7%-0.4%0.046%
5/7/2024 GW Henssler & Associates Ltd.84,786$10.44M0.6%+16.9%0.056%
5/7/2024 Chilton Capital Management LLC715$88K0.0%-34.4%0.000%
5/7/2024 Concurrent Investment Advisors LLC4,179$515K0.0%+10.3%0.003%
5/7/2024 Atomi Financial Group Inc.3,381$416K0.0%-13.2%0.002%
5/7/2024 Montag A & Associates Inc.3,047$375K0.0%+35.6%0.002%
5/7/2024 TCI Wealth Advisors Inc.10,570$1.30M0.1%-5.3%0.007%
5/7/2024 WealthPLAN Partners LLC6,492$800K0.1%+2.5%0.004%
5/7/2024 KCM Investment Advisors LLC52,365$6.45M0.2%-0.9%0.035%
5/7/2024 Smithfield Trust Co49,983$6.15M0.3%-1.6%0.033%
5/7/2024 NTV Asset Management LLC115,113$14.18M2.2%-0.7%0.076%
5/7/2024 Highland Capital Management LLC49,327$6.08M0.3%-1.4%0.033%
5/7/2024 PFG Advisors9,366$1.15M0.1%-11.8%0.006%
5/7/2024 Empirical 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%
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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%
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%
(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, 1,264 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 1,032 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), Bank of Montreal Can ($1.53M), Bank of America Corp DE ($1.47M), Bank of New York Mellon Corp ($953.62K), Comerica Bank ($703.31K), and Wells Fargo & Company MN ($683.95K).

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

Institutional investors have bought a total of 28,909,867 shares in the last 24 months. This purchase volume represents approximately $5.59B in transactions.

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

Of the 859 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 ($896.85K), 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 22,892,086 shares in the last 24 months. This volume of shares sold represents approximately $3.67B in transactions.


This page (NASDAQ:DVY) was last updated on 5/17/2024 by MarketBeat.com Staff

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