iShares Select Dividend ETFDVYETF
13F holders, Q4 2024 (December 31)1,331holders +75
65new positions
63sold out
3famous investors
$131.29avg. 13F price*
At the end of Q4 2024, 1,331 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 75 from Q3 2024. 65 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($863.6M) and Wells Fargo & Company ($508.9M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $56.9M |
| Exits | 63 | $54.9M |
All 13F filers, Q3 2024 → Q4 2024: 4,014,596 shares bought and 1,332,670 shares sold, net +2,681,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,331 holders
| Bank of America Corp. | 0.10% | Reduce -0.4% | 8,294,357 | $1.1B |
| Morgan Stanley | 0.06% | Add +5.9% | 6,578,131 | $863.6M |
| Wells Fargo & Company | 0.12% | Add +5.0% | 3,875,784 | $508.9M |
| PNC Financial Services Group, Inc. | 0.34% | Reduce -1.2% | 3,815,959 | $501.0M |
| Northern Trust Corp. | 0.05% | Reduce -2.0% | 2,898,608 | $380.6M |
| Royal Bank of Canada | 0.07% | Add +4.5% | 2,346,687 | $308.1M |
| Bank of New York Mellon Corp | 0.05% | Add +0.7% | 1,881,782 | $247.1M |
| JPMorgan Chase & Co. | 0.02% | Add +22.8% | 1,695,199 | $222.6M |
| LPL Financial LLC | 0.09% | Add +8.9% | 1,596,398 | $209.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +2.5% | 1,587,775 | $208.5M |
| Truist Financial Corp. | 0.25% | Add +3.9% | 1,195,080 | $156.9M |
| Raymond James Financial Inc. | 0.06% | — | 1,190,665 | $156.3M |
| US Bancorp \de | 0.19% | Reduce -3.0% | 1,125,515 | $147.8M |
| UBS Group AG | 0.03% | Add +8.0% | 1,112,356 | $146.0M |
| Howard Capital Management, LLC | 2.01% | No change | 984,600 | $129.3M |
| Bank of Montreal | 0.05% | Reduce -4.1% | 755,512 | $99.2M |
| Northside Capital Management, LLC | 23.80% | Add +0.0% | 681,480 | $89.5M |
| Commonwealth Equity Services, LLC | 0.12% | Add +0.8% | 646,644 | $84.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.5% | 601,173 | $78.9M |
| Miller Howard Investments Inc. | 2.15% | Add +369.5% | 498,927 | $65.5M |
| Comerica Bank | 0.26% | Add +1.9% | 493,235 | $64.8M |
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 490,827 | $64.3M |
| Rockefeller Capital Management L.P. | 0.15% | Add +6.0% | 427,810 | $56.2M |
| Focus Partners Wealth | 0.14% | Add +795.5% | 403,718 | $53.0M |
| Cetera Investment Advisers | 0.11% | Add +0.2% | 386,247 | $50.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -1.2% | 385,747 | $50.6M |
| Private Advisor Group, LLC | 0.28% | Add +94.0% | 384,003 | $50.4M |
| Mariner, LLC | 0.08% | Reduce -4.8% | 378,997 | $49.8M |
| Stifel Financial Corp. | 0.04% | Add +10.7% | 306,725 | $40.3M |
| HighTower Advisors, LLC | 0.05% | Add +0.1% | 301,485 | $39.6M |
| AMG National Trust Bank | 1.07% | Add +0.6% | 295,675 | $38.7M |
| Commerce Bank | 0.24% | Add +0.4% | 291,319 | $38.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +588.4% | 288,441 | $37.9M |
| Fifth Third Bancorp | 0.14% | Reduce -3.7% | 288,110 | $37.8M |
| Creative Planning | 0.04% | Reduce -2.4% | 275,839 | $36.2M |
| Moment Partners, LLC | 6.62% | — | 264,610 | $34.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -14.6% | 253,132 | $33.3M |
| Glenmede Trust Co. NA | 0.17% | Reduce -0.4% | 247,295 | $32.5M |
| Cibc World Market Inc. | 0.07% | Reduce -1.5% | 246,049 | $32.3M |
| National Bank of Canada | 0.04% | Add +16.4% | 245,473 | $32.2M |
| M&T Bank Corp | 0.10% | Add +2.2% | 234,828 | $30.8M |
| LBMC Investment Advisors, LLC | 2.42% | Add +0.6% | 233,853 | $30.7M |
| Assetmark, Inc. | 0.08% | Reduce -2.0% | 230,816 | $30.3M |
| Exchange Traded Concepts, LLC | 0.60% | Reduce -26.0% | 224,501 | $29.5M |
| Baird Financial Group, Inc. | 0.06% | Add +0.9% | 219,389 | $28.8M |
| Ellis Investment Partners, LLC | 5.63% | Reduce -3.1% | 217,615 | $28.6M |
| Synovus Financial Corp. | 0.36% | Add +0.0% | 214,014 | $28.1M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -0.3% | 213,161 | $28.0M |
| St. Clair Advisors, LLC | 7.53% | Add +0.7% | 199,847 | $26.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +24.4% | 190,615 | $25.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -6.3% | 174,164 | $22.9M |
| First National Bank & Trust Co. of Newtown | 4.76% | Reduce -3.7% | 173,581 | $22.8M |
| BlackRock, Inc. | 0.00% | Reduce -14.0% | 167,514 | $22.0M |
| AlTi Global, Inc. | 0.53% | Reduce -0.7% | 162,406 | $21.8M |
| Gilman Hill Asset Management, LLC | 3.69% | Add +1439.1% | 161,377 | $21.2M |
| Valmark Advisers, Inc. | 0.33% | Reduce -1.0% | 159,661 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +11.2% | 159,637 | $21.0M |
| FMR LLC | 0.00% | Add +12.4% | 154,426 | $20.3M |
| Cerity Partners LLC | 0.04% | Add +0.9% | 148,681 | $19.5M |
| Blair William & Co. | 0.06% | Add +0.1% | 148,558 | $19.5M |
| Franklin Resources Inc. | 0.01% | Reduce -3.0% | 144,630 | $19.0M |
| CW Advisors, LLC | 0.25% | Add +2.2% | 138,283 | $18.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +12.1% | 132,157 | $17.4M |
| Fifth Third Wealth Advisors LLC | 0.92% | Reduce -1.9% | 129,542 | $17.0M |
| Arcus Capital Partners, LLC | 5.27% | Reduce -12.6% | 135,195 | $16.7M |
| Capital Investment Advisors, LLC | 0.34% | Reduce -1.2% | 126,066 | $16.6M |
| Trustmark Bank Trust Department | 1.20% | Reduce -0.1% | 122,565 | $16.1M |
| Cullen/Frost Bankers, Inc. | 0.20% | Add +1.1% | 113,758 | $14.9M |
| NTV Asset Management LLC | 1.94% | Reduce -0.5% | 112,041 | $14.7M |
| IFG Advisors, LLC | 2.84% | Add +0.9% | 108,916 | $14.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.36% | Add +4.0% | 103,610 | $13.6M |
| Avantax Advisory Services, Inc. | 0.08% | Add +1.3% | 101,504 | $13.3M |
| Corient Private Wealth LP | 0.02% | Reduce -3.4% | 100,939 | $13.3M |
| GW Henssler & Associates Ltd. | 0.75% | Reduce -0.2% | 97,033 | $13.1M |
| Kwmg, LLC | 1.33% | Reduce -1.3% | 98,157 | $12.9M |
| Pinnacle Financial Partners Inc | 0.26% | Add +41.9% | 97,048 | $12.7M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +0.8% | 95,018 | $12.5M |
| Equitable Holdings, Inc. | 0.12% | Add +1.7% | 94,753 | $12.4M |
| Powell Investment Advisors, LLC | 5.65% | Add +0.4% | 92,915 | $12.2M |
| Captrust Financial Advisors | 0.03% | Reduce -1.1% | 92,644 | $12.2M |
| MAI Capital Management | 0.09% | Add +2.2% | 89,187 | $11.7M |
| Round Rock Advisors LLC | 2.39% | Add +1.1% | 88,898 | $11.7M |
| Lido Advisors, LLC | 0.07% | Add +30.8% | 88,356 | $11.6M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -0.6% | 87,490 | $11.5M |
| Old National Bancorp | 0.27% | Add +37.2% | 86,603 | $11.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +0.1% | 86,020 | $11.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +304.6% | 85,419 | $11.2M |
| &partners | 0.13% | Add +15.9% | 83,269 | $10.9M |
| Cresset Asset Management, LLC | 0.05% | Add +3.6% | 81,895 | $10.8M |
| MYDA Advisors LLC | 3.00% | New | 80,000 | $10.5M |
| JGP Wealth Management, LLC | 1.36% | Add +3.0% | 79,851 | $10.5M |
| North Star Investment Management Corp. | 0.73% | Add +2.3% | 79,634 | $10.5M |
| Pathstone Holdings, LLC | 0.05% | Add +5.5% | 78,947 | $10.4M |
| NewEdge Advisors, LLC | 0.06% | Add +2.3% | 77,463 | $10.2M |
| SOA Wealth Advisors, LLC. | 1.79% | Reduce -2.7% | 73,937 | $9.7M |
| Allen Investment Management, LLC | 0.11% | No change | 72,973 | $9.6M |
| Advisory Services Network, LLC | 0.18% | Add +10.7% | 72,538 | $9.5M |
| Bokf, NA | 0.16% | Reduce -2.7% | 74,015 | $9.5M |
| Linscomb Wealth, Inc. | 0.47% | Add +1.8% | 72,254 | $9.5M |
| Asset Advisors Investment Management, LLC | 0.99% | Reduce -4.7% | 71,793 | $9.4M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.