iShares Select Dividend ETFDVYETF
13F holders, Q2 2024 (June 30)1,217holders −12
53new positions
61sold out
5famous investors
$120.98avg. 13F price*
At the end of Q2 2024, 1,217 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, down 12 from Q1 2024. 53 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($986.3M), Morgan Stanley ($745.8M) and PNC Financial Services Group, Inc. ($471.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Select Dividend ETF
- CUSIP
- 464287168
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $67.3M |
| Exits | 61 | $151.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,110,939 shares bought and 5,278,682 shares sold, net −3,167,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,217 holders
| Bank of America Corp. | 0.09% | Reduce -3.4% | 8,152,831 | $986.3M |
| Morgan Stanley | 0.06% | Reduce -2.5% | 6,164,741 | $745.8M |
| PNC Financial Services Group, Inc. | 0.31% | Reduce -2.6% | 3,894,662 | $471.2M |
| Wells Fargo & Company | 0.12% | Reduce -5.1% | 3,678,179 | $445.0M |
| Northern Trust Corp. | 0.06% | Reduce -3.0% | 3,022,350 | $365.6M |
| Royal Bank of Canada | 0.07% | Reduce -0.1% | 2,327,463 | $281.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -6.5% | 1,951,439 | $236.1M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.4% | 1,553,368 | $187.9M |
| LPL Financial LLC | 0.08% | Add +2.5% | 1,401,205 | $169.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.8% | 1,373,829 | $166.2M |
| US Bancorp \de | 0.20% | Reduce -8.5% | 1,197,963 | $144.9M |
| Truist Financial Corp. | 0.22% | Reduce -5.2% | 1,181,931 | $143.0M |
| UBS Group AG | 0.04% | Add +2.9% | 1,052,399 | $127.3M |
| Bank of Montreal | 0.03% | Reduce -5.2% | 807,176 | $98.3M |
| Focus Partners Wealth | 0.32% | Add +107.4% | 772,948 | $93.5M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Reduce -5.3% | 719,054 | $87.0M |
| Northside Capital Management, LLC | 14.17% | Add +0.0% | 681,451 | $82.4M |
| Commonwealth Equity Services, LLC | 0.12% | Add +2.1% | 649,767 | $78.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.1% | 625,166 | $75.6M |
| Raymond James & Associates | 0.05% | Reduce -3.0% | 567,927 | $68.7M |
| Comerica Bank | 0.25% | Reduce -0.3% | 491,226 | $59.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.8% | 471,349 | $57.0M |
| Rockefeller Capital Management L.P. | 0.14% | Add +1.0% | 401,673 | $48.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -6.7% | 399,998 | $48.4M |
| Mariner, LLC | 0.09% | Reduce -1.2% | 392,248 | $47.5M |
| Cetera Investment Advisers | 0.10% | Reduce -5.1% | 370,087 | $44.8M |
| Exchange Traded Concepts, LLC | 1.07% | New | 348,331 | $42.1M |
| Osaic Holdings, Inc. | 0.10% | Reduce -35.1% | 338,546 | $41.0M |
| Miller Howard Investments Inc. | 1.26% | Add +400.3% | 315,140 | $38.1M |
| Fifth Third Bancorp | 0.14% | Reduce -10.8% | 314,595 | $38.1M |
| AMG National Trust Bank | 0.96% | Add +5.3% | 294,707 | $35.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -6.7% | 289,652 | $35.0M |
| Creative Planning | 0.04% | Reduce -1.3% | 283,265 | $34.3M |
| Commerce Bank | 0.22% | Reduce -1.2% | 282,941 | $34.2M |
| Stifel Financial Corp. | 0.04% | Reduce -3.0% | 281,049 | $34.0M |
| Cibc World Market Inc. | 0.07% | Reduce -0.1% | 247,990 | $30.0M |
| M&T Bank Corp | 0.10% | Reduce -4.3% | 246,752 | $29.9M |
| Assetmark, Inc. | 0.09% | Reduce -26.7% | 245,754 | $29.7M |
| Glenmede Trust Co. NA | 0.15% | Add +2.1% | 239,412 | $29.0M |
| BlackRock Inc. | 0.00% | Reduce -21.9% | 236,158 | $28.6M |
| LBMC Investment Advisors, LLC | 2.45% | Reduce -1.6% | 233,142 | $28.2M |
| Ellis Investment Partners, LLC | 5.70% | Reduce -3.9% | 222,819 | $27.0M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.0% | 216,657 | $26.2M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -4.3% | 216,175 | $26.2M |
| National Bank of Canada | 0.04% | Add +72.7% | 213,193 | $25.6M |
| Synovus Financial Corp. | 0.33% | Reduce -7.9% | 209,396 | $25.3M |
| Private Advisor Group, LLC | 0.16% | Add +1.0% | 192,732 | $23.3M |
| St. Clair Advisors, LLC | 7.43% | Reduce -0.5% | 192,495 | $23.3M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -15.2% | 190,315 | $23.0M |
| First National Bank & Trust Co. of Newtown | 4.53% | Reduce -4.3% | 184,142 | $22.3M |
| AlTi Global, Inc. | 0.54% | Add +14.9% | 165,181 | $20.0M |
| Valmark Advisers, Inc. | 0.34% | Reduce -24.1% | 162,996 | $19.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.2% | 156,429 | $18.9M |
| Franklin Resources Inc. | 0.01% | Reduce -5.4% | 148,644 | $18.0M |
| Blair William & Co. | 0.05% | Reduce -15.3% | 144,386 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.8% | 140,676 | $17.0M |
| Arcus Capital Partners, LLC | 6.36% | Add +1.0% | 136,557 | $16.5M |
| Cerity Partners LLC | 0.04% | Reduce -1.3% | 136,545 | $16.5M |
| Capital Investment Advisors, LLC | 0.36% | Reduce -1.7% | 133,158 | $16.1M |
| Dumont & Blake Investment Advisors LLC | 2.27% | Add +99.4% | 132,648 | $16.0M |
| Trustmark Bank Trust Department | 1.24% | Reduce -4.4% | 127,250 | $15.4M |
| Fifth Third Wealth Advisors LLC | 1.11% | Add +66.2% | 121,485 | $14.7M |
| Cullen/Frost Bankers, Inc. | 0.21% | Reduce -2.5% | 117,979 | $14.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +8.1% | 138,142 | $14.2M |
| FMR LLC | 0.00% | Add +9.1% | 114,608 | $13.9M |
| NTV Asset Management LLC | 1.97% | Reduce -0.9% | 114,048 | $13.8M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -9.7% | 104,977 | $12.7M |
| IFG Advisors, LLC | 3.00% | Add +4.2% | 104,755 | $12.7M |
| Corient Private Wealth LP | 0.02% | Reduce -4.3% | 101,136 | $12.2M |
| Kwmg, LLC | 1.29% | Add +3.8% | 99,180 | $12.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.25% | Add +3.3% | 97,163 | $11.8M |
| Cresset Asset Management, LLC | 0.05% | Add +65.4% | 96,182 | $11.6M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -3.6% | 95,611 | $11.6M |
| Bank of Hawaii | 0.52% | Reduce -3.6% | 94,346 | $11.4M |
| Powell Investment Advisors, LLC | 5.80% | Reduce -0.8% | 92,550 | $11.2M |
| GW Henssler & Associates Ltd. | 0.67% | Add +8.1% | 91,665 | $11.1M |
| Equitable Holdings, Inc. | 0.12% | Reduce -0.3% | 90,713 | $11.0M |
| Lee Financial Co | 1.77% | Reduce -15.0% | 89,332 | $10.8M |
| Captrust Financial Advisors | 0.03% | Add +1.0% | 89,183 | $10.8M |
| MAI Capital Management | 0.11% | Reduce -5.8% | 89,029 | $10.8M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -1.8% | 88,231 | $10.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.2% | 87,777 | $10.6M |
| Round Rock Advisors LLC | 2.53% | Add +3.9% | 85,850 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -1.1% | 85,541 | $10.3M |
| North Star Investment Management Corp. | 0.75% | Reduce -3.3% | 84,474 | $10.2M |
| Bokf, NA | 0.17% | Reduce -17.3% | 79,498 | $9.6M |
| SOA Wealth Advisors, LLC. | 1.93% | Reduce -14.1% | 79,184 | $9.6M |
| Asset Advisors Investment Management, LLC | 1.02% | Reduce -2.8% | 77,668 | $9.4M |
| First American Trust, FSB | 0.92% | Add +242.7% | 76,223 | $9.2M |
| JGP Wealth Management, LLC | 1.31% | Reduce -0.8% | 76,155 | $9.2M |
| NewEdge Advisors, LLC | 0.07% | Add +5.6% | 75,747 | $9.2M |
| Pathstone Holdings, LLC | 0.04% | Add +2.7% | 74,991 | $9.1M |
| Linscomb Wealth, Inc. | 0.46% | Reduce -3.2% | 73,425 | $8.9M |
| Lido Advisors, LLC | 0.07% | Add +3.6% | 70,558 | $8.5M |
| Mutual Advisors, LLC | 0.25% | Reduce -1.9% | 65,146 | $8.4M |
| Wedbush Securities Inc. | 0.30% | Reduce -1.9% | 68,963 | $8.3M |
| Pinnacle Financial Partners Inc | 0.17% | Reduce -1.4% | 67,548 | $8.2M |
| Sterling Investment Advisors, Ltd. | 2.21% | Add +1.2% | 67,463 | $8.2M |
| White Lighthouse Investment Management Inc. | 1.57% | Reduce -2.9% | 67,228 | $8.1M |
| Wealthspire Advisors, LLC | 0.10% | Add +0.0% | 66,689 | $8.1M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.