iShares Select Dividend ETFDVYETF
13F holders, Q3 2024 (September 30)1,256holders +39
87new positions
48sold out
5famous investors
$135.00avg. 13F price*
At the end of Q3 2024, 1,256 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 39 from Q2 2024. 87 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($839.2M) and PNC Financial Services Group, Inc. ($521.6M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $211.7M |
| Exits | 48 | $23.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,733,334 shares bought and 2,373,892 shares sold, net +359,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,256 holders
| Bank of America Corp. | 0.10% | Add +2.1% | 8,328,213 | $1.1B |
| Morgan Stanley | 0.06% | Add +0.8% | 6,213,222 | $839.2M |
| PNC Financial Services Group, Inc. | 0.33% | Reduce -0.8% | 3,861,410 | $521.6M |
| Wells Fargo & Company | 0.12% | Add +0.4% | 3,692,195 | $498.7M |
| Northern Trust Corp. | 0.07% | Reduce -2.2% | 2,956,656 | $399.4M |
| Royal Bank of Canada | 0.07% | Reduce -3.5% | 2,246,584 | $303.4M |
| Bank of New York Mellon Corp | 0.05% | Reduce -4.3% | 1,868,554 | $252.4M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -0.3% | 1,549,343 | $209.3M |
| LPL Financial LLC | 0.09% | Add +4.6% | 1,465,825 | $198.0M |
| JPMorgan Chase & Co. | 0.01% | Add +0.5% | 1,380,841 | $186.5M |
| US Bancorp \de | 0.20% | Reduce -3.1% | 1,160,186 | $156.7M |
| Truist Financial Corp. | 0.24% | Reduce -2.6% | 1,150,572 | $155.4M |
| UBS Group AG | 0.04% | Reduce -2.1% | 1,029,814 | $139.1M |
| Howard Capital Management, LLC | 2.19% | New | 984,600 | $133.0M |
| Bank of Montreal | 0.05% | Reduce -2.4% | 788,028 | $106.2M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -0.1% | 718,334 | $97.0M |
| Northside Capital Management, LLC | 14.39% | Add +0.0% | 681,466 | $92.0M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.2% | 641,824 | $86.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.4% | 616,392 | $83.3M |
| Raymond James & Associates | 0.05% | Add +2.9% | 584,439 | $78.9M |
| Comerica Bank | 0.26% | Reduce -1.5% | 484,054 | $65.4M |
| Ameriprise Financial Inc. | 0.02% | Add +1.3% | 477,317 | $64.4M |
| Rockefeller Capital Management L.P. | 0.15% | Add +0.5% | 403,745 | $54.5M |
| Mariner, LLC | 0.10% | Add +1.6% | 398,318 | $53.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -2.4% | 390,367 | $52.7M |
| Cetera Investment Advisers | 0.11% | Add +4.2% | 385,626 | $52.1M |
| Exchange Traded Concepts, LLC | 0.97% | Reduce -12.9% | 303,443 | $41.0M |
| HighTower Advisors, LLC | 0.06% | Add +4.0% | 301,337 | $40.7M |
| Fifth Third Bancorp | 0.15% | Reduce -4.9% | 299,083 | $40.4M |
| Osaic Holdings, Inc. | 0.09% | Reduce -12.5% | 296,342 | $40.0M |
| AMG National Trust Bank | 1.07% | Reduce -0.3% | 293,853 | $39.7M |
| Commerce Bank | 0.24% | Add +2.6% | 290,285 | $39.2M |
| Creative Planning | 0.04% | Reduce -0.2% | 282,711 | $38.2M |
| Stifel Financial Corp. | 0.04% | Reduce -1.4% | 277,022 | $37.4M |
| Cibc World Market Inc. | 0.08% | Add +0.7% | 249,831 | $33.7M |
| Glenmede Trust Co. NA | 0.16% | Add +3.8% | 248,395 | $33.6M |
| Assetmark, Inc. | 0.09% | Reduce -4.2% | 235,459 | $31.8M |
| LBMC Investment Advisors, LLC | 2.48% | Reduce -0.2% | 232,581 | $31.4M |
| M&T Bank Corp | 0.10% | Reduce -6.9% | 229,830 | $31.0M |
| Ellis Investment Partners, LLC | 5.91% | Add +0.8% | 224,564 | $30.3M |
| Baird Financial Group, Inc. | 0.06% | Add +0.4% | 217,492 | $29.4M |
| Synovus Financial Corp. | 0.33% | Add +2.2% | 213,945 | $28.9M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -1.1% | 213,703 | $28.9M |
| National Bank of Canada | 0.04% | Reduce -1.1% | 210,953 | $28.5M |
| St. Clair Advisors, LLC | 7.61% | Add +3.1% | 198,505 | $26.8M |
| Private Advisor Group, LLC | 0.17% | Add +2.7% | 197,948 | $26.8M |
| BlackRock, Inc. | 0.00% | — | 194,805 | $26.3M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.4% | 185,766 | $25.0M |
| First National Bank & Trust Co. of Newtown | 4.66% | Reduce -2.1% | 180,272 | $24.3M |
| AlTi Global, Inc. | 0.53% | Reduce -1.0% | 163,504 | $22.3M |
| Valmark Advisers, Inc. | 0.34% | Reduce -1.1% | 161,224 | $21.8M |
| Arcus Capital Partners, LLC | 7.56% | Add +13.2% | 154,636 | $20.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.0% | 153,265 | $20.7M |
| Franklin Resources Inc. | 0.01% | Add +0.3% | 149,135 | $20.2M |
| Blair William & Co. | 0.06% | Add +2.8% | 148,468 | $20.1M |
| Cerity Partners LLC | 0.04% | Add +7.9% | 147,372 | $19.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.1% | 143,618 | $19.4M |
| FMR LLC | 0.00% | Add +19.9% | 137,441 | $18.6M |
| CW Advisors, LLC | 0.24% | New | 135,329 | $18.3M |
| Fifth Third Wealth Advisors LLC | 1.09% | Add +8.8% | 132,122 | $17.8M |
| Capital Investment Advisors, LLC | 0.35% | Reduce -4.2% | 127,614 | $17.2M |
| Trustmark Bank Trust Department | 1.25% | Reduce -3.5% | 122,742 | $16.6M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -14.7% | 117,888 | $15.9M |
| NTV Asset Management LLC | 2.03% | Reduce -1.3% | 112,623 | $15.2M |
| Cullen/Frost Bankers, Inc. | 0.21% | Reduce -4.7% | 112,487 | $15.2M |
| IFG Advisors, LLC | 3.12% | Add +3.1% | 107,974 | $14.6M |
| Miller Howard Investments Inc. | 0.44% | Reduce -66.3% | 106,260 | $14.4M |
| Corient Private Wealth LP | 0.02% | Add +3.3% | 104,462 | $14.1M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -4.5% | 100,252 | $13.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.36% | Add +2.5% | 99,620 | $13.5M |
| Two Sigma Investments, LP | 0.03% | Add +1301.2% | 99,609 | $13.5M |
| Kwmg, LLC | 1.35% | Add +0.3% | 99,483 | $13.4M |
| GW Henssler & Associates Ltd. | 0.74% | Add +6.1% | 97,251 | $13.1M |
| Beacon Pointe Advisors, LLC | 0.15% | Reduce -1.4% | 94,233 | $12.7M |
| Captrust Financial Advisors | 0.04% | Add +5.0% | 93,682 | $12.7M |
| Equitable Holdings, Inc. | 0.12% | Add +2.7% | 93,203 | $12.6M |
| Powell Investment Advisors, LLC | 5.84% | Add +0.0% | 92,552 | $12.5M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -0.3% | 87,987 | $11.9M |
| Round Rock Advisors LLC | 2.78% | Add +2.4% | 87,921 | $11.9M |
| MAI Capital Management | 0.11% | Reduce -1.9% | 87,305 | $11.8M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +0.4% | 85,916 | $11.6M |
| BW Gestao de Investimentos Ltda. | 1.79% | New | 79,945 | $10.8M |
| Cresset Asset Management, LLC | 0.04% | Reduce -17.9% | 79,010 | $10.7M |
| North Star Investment Management Corp. | 0.73% | Reduce -7.9% | 77,837 | $10.5M |
| JGP Wealth Management, LLC | 1.35% | Add +1.8% | 77,547 | $10.5M |
| SOA Wealth Advisors, LLC. | 1.96% | Reduce -4.0% | 75,993 | $10.3M |
| NewEdge Advisors, LLC | 0.07% | Reduce -0.0% | 75,717 | $10.2M |
| Asset Advisors Investment Management, LLC | 1.06% | Reduce -3.0% | 75,308 | $10.2M |
| Bokf, NA | 0.18% | Reduce -4.3% | 76,038 | $10.1M |
| Pathstone Holdings, LLC | 0.05% | Reduce -0.2% | 74,851 | $10.1M |
| First American Trust, FSB | 0.99% | Reduce -3.1% | 73,832 | $10.0M |
| Bank of Hawaii | 0.41% | Reduce -22.5% | 73,137 | $9.9M |
| Allen Investment Management, LLC | 0.12% | Add +195.7% | 72,973 | $9.9M |
| &partners | 0.19% | Add +8.2% | 71,815 | $9.7M |
| Linscomb Wealth, Inc. | 0.48% | Reduce -3.3% | 70,998 | $9.6M |
| Wealthspire Advisors, LLC | 0.10% | Add +6.3% | 70,927 | $9.6M |
| White Lighthouse Investment Management Inc. | 1.67% | Add +2.5% | 68,883 | $9.3M |
| Wedbush Securities Inc. | 0.34% | Reduce -0.5% | 68,656 | $9.3M |
| Pinnacle Financial Partners Inc | 0.19% | Add +1.2% | 68,382 | $9.2M |
| Lido Advisors, LLC | 0.07% | Reduce -4.3% | 67,558 | $9.1M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.