iShares Select Dividend ETFDVYETF
13F holders, Q2 2026 (June 30)1,426holders −1
73new positions
58sold out
7famous investors
$155.57avg. 13F price*
At the end of Q2 2026, 1,426 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, down 1 from Q1 2026. 73 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($1.0B) and Wells Fargo & Company ($604.2M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Select Dividend ETF
- CUSIP
- 464287168
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $57.3M |
| Exits | 58 | $33.8M |
All 13F filers, Q1 2026 → Q2 2026: 2,245,497 shares bought and 2,565,164 shares sold, net −319,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,426 holders
| Bank of America Corp. | 0.07% | Reduce -13.0% | 7,018,222 | $1.1B |
| Morgan Stanley | 0.05% | Add +0.8% | 6,569,499 | $1.0B |
| Wells Fargo & Company | 0.11% | Add +1.5% | 3,865,664 | $604.2M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -1.3% | 3,462,669 | $541.2M |
| Northern Trust Corp. | 0.06% | Reduce -0.9% | 3,079,966 | $481.4M |
| Royal Bank of Canada | 0.07% | Reduce -1.8% | 2,697,759 | $421.7M |
| LPL Financial LLC | 0.07% | Add +3.9% | 1,861,748 | $291.0M |
| JPMorgan Chase & Co. | 0.01% | Add +4.6% | 1,607,768 | $253.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.2% | 1,589,062 | $248.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.0% | 1,576,255 | $246.3M |
| Raymond James Financial Inc. | 0.05% | Add +3.8% | 1,229,015 | $192.1M |
| UBS Group AG | 0.03% | Reduce -4.9% | 1,106,849 | $173.0M |
| US Bancorp \de | 0.19% | Reduce -1.6% | 1,086,066 | $169.8M |
| Truist Financial Corp. | 0.20% | Reduce -1.2% | 1,085,765 | $169.7M |
| Howard Capital Management, LLC | 1.88% | No change | 1,011,427 | $158.1M |
| Bank of Montreal | 0.05% | Add +3.8% | 797,353 | $124.6M |
| Fifth Third Bancorp | 0.17% | Add +2.0% | 658,941 | $103.0M |
| Northside Capital Management, LLC | 8.34% | Reduce -0.4% | 651,372 | $101.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -14.5% | 592,143 | $92.6M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -2.9% | 573,403 | $89.6M |
| Cetera Investment Advisers | 0.08% | Add +6.0% | 572,204 | $89.4M |
| Rockefeller Capital Management L.P. | 0.13% | Add +2.0% | 562,230 | $87.9M |
| Osaic Holdings, Inc. | 0.09% | Add +2.5% | 497,660 | $77.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.2% | 492,688 | $77.2M |
| Focus Partners Wealth | 0.08% | Add +2.7% | 478,071 | $74.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.7% | 325,885 | $50.9M |
| AMG National Trust Bank | 1.03% | Add +2.1% | 320,541 | $50.1M |
| Mariner, LLC | 0.05% | Reduce -19.6% | 318,240 | $49.8M |
| Creative Planning | 0.03% | Add +0.3% | 318,441 | $49.8M |
| Stifel Financial Corp. | 0.04% | Add +1.1% | 315,359 | $49.3M |
| Pinnacle Financial Partners, Inc. | 0.33% | Add +2.4% | 307,307 | $48.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -27.5% | 299,005 | $46.7M |
| Cibc World Market Inc. | 0.07% | Reduce -2.4% | 276,587 | $43.2M |
| Commerce Bank | 0.19% | Reduce -1.9% | 275,338 | $43.0M |
| Moment Partners, LLC | 7.61% | Add +4.3% | 270,057 | $42.2M |
| M&T Bank Corp | 0.12% | Reduce -0.9% | 251,468 | $39.3M |
| Glenmede Trust Co. NA | 0.17% | Add +3.0% | 249,302 | $39.0M |
| Private Advisor Group, LLC | 0.18% | Add +16.5% | 249,102 | $38.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.2% | 242,437 | $37.9M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.6% | 240,143 | $37.5M |
| LBMC Investment Advisors, LLC | 1.97% | Add +0.2% | 231,257 | $36.1M |
| Assetmark, Inc. | 0.06% | Reduce -0.5% | 219,483 | $34.3M |
| FMR LLC | 0.00% | Add +4.5% | 202,534 | $31.7M |
| HB Wealth Management, LLC | 0.17% | Add +47.7% | 199,537 | $31.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +6.1% | 187,543 | $29.3M |
| Franklin Resources Inc. | 0.01% | Add +3.4% | 186,082 | $29.1M |
| Ellis Investment Partners, LLC | 4.37% | Reduce -2.7% | 184,501 | $28.8M |
| Valmark Advisers, Inc. | 0.30% | Reduce -1.3% | 179,186 | $28.0M |
| MYDA Advisors LLC | 6.70% | Reduce -32.7% | 175,000 | $27.4M |
| Yukon Wealth Management, Inc. | 7.81% | Add +36.0% | 174,560 | $27.3M |
| Blair William & Co. | 0.07% | Add +1.1% | 167,181 | $26.1M |
| BNP Paribas Financial Markets | 0.01% | Add +54.1% | 162,879 | $25.5M |
| Evelyn Partners Group Ltd | 0.43% | — | 162,484 | $24.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.0% | 160,088 | $24.3M |
| Sterling Investment Advisors, Ltd. | 3.93% | Add +14.8% | 305,312 | $23.5M |
| Miller Howard Investments Inc. | 0.62% | Reduce -18.4% | 150,229 | $23.5M |
| National Bank of Canada | 0.02% | Add +1.8% | 148,381 | $23.2M |
| GW Henssler & Associates Ltd. | 1.03% | Add +1.8% | 147,515 | $23.1M |
| First National Bank & Trust Co. of Newtown | 4.67% | Reduce -5.7% | 142,561 | $23.0M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -12.2% | 145,607 | $22.8M |
| &partners | 0.09% | Add +1.9% | 145,538 | $22.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +816.3% | 140,591 | $22.0M |
| Fifth Third Wealth Advisors LLC | 0.61% | Add +1.0% | 139,358 | $21.8M |
| Cerity Partners LLC | 0.03% | Add +3.9% | 137,299 | $21.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -11.6% | 133,522 | $20.9M |
| Arcus Capital Partners, LLC | 8.17% | Reduce -11.2% | 126,317 | $19.7M |
| Capital Investment Advisors, LLC | 0.26% | Add +1.8% | 126,029 | $19.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.75% | Add +4.8% | 125,694 | $19.6M |
| Advisory Services Network, LLC | 0.22% | Reduce -4.9% | 125,600 | $19.6M |
| Equitable Holdings, Inc. | 0.12% | Add +1.7% | 124,681 | $19.5M |
| Trustmark Bank Trust Department | 1.16% | Reduce -0.2% | 124,327 | $19.4M |
| DAVENPORT & Co LLC | 0.10% | Add +18.4% | 122,671 | $19.2M |
| Round Rock Advisors LLC | 2.42% | Add +4.8% | 120,146 | $18.8M |
| Cresset Asset Management, LLC | 0.07% | Add +12.8% | 116,340 | $18.2M |
| Kwmg, LLC | 1.30% | Add +5.3% | 114,949 | $18.0M |
| Qube Research & Technologies Ltd | 0.02% | New | 113,560 | $17.7M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +2.0% | 111,795 | $17.5M |
| MAI Capital Management | 0.06% | Add +29.1% | 105,317 | $16.5M |
| NTV Asset Management LLC | 1.60% | Reduce -1.2% | 104,700 | $16.4M |
| Lido Advisors, LLC | 0.06% | Add +3.1% | 104,539 | $16.3M |
| Corient Private Wealth LP | 0.02% | Add +5.7% | 100,505 | $15.7M |
| Captrust Financial Advisors | 0.02% | Add +8.5% | 99,362 | $15.5M |
| Powell Investment Advisors, LLC | 4.90% | Add +0.7% | 99,237 | $15.5M |
| MML Investors Services, LLC | 0.03% | Add +11.0% | 98,909 | $15.5M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +4.0% | 97,532 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +80.8% | 96,092 | $15.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +2.5% | 94,578 | $14.8M |
| JGP Wealth Management, LLC | 1.28% | Reduce -1.5% | 90,968 | $14.2M |
| Pathstone Holdings, LLC | 0.04% | Add +21.6% | 86,786 | $13.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +16.6% | 86,496 | $13.5M |
| Raab & Moskowitz Asset Management LLC | 2.64% | Add +13.1% | 83,948 | $13.1M |
| North Star Investment Management Corp. | 0.70% | Add +0.4% | 82,829 | $12.9M |
| TD Private Client Wealth LLC | 0.23% | Add +29.7% | 80,521 | $12.6M |
| Moneta Group Investment Advisors LLC | 0.09% | Reduce -22.8% | 80,417 | $12.6M |
| AlTi Global, Inc. | 0.26% | Reduce -0.5% | 79,043 | $12.4M |
| Integrated Wealth Concepts LLC | 0.08% | Add +3.3% | 74,982 | $11.7M |
| First United Bank & Trust | 3.36% | Reduce -0.4% | 74,743 | $11.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.9% | 74,144 | $11.6M |
| Allen Investment Management, LLC | 0.14% | No change | 72,973 | $11.4M |
| White Lighthouse Investment Management Inc. | 1.36% | Reduce -0.9% | 70,028 | $10.9M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.