iShares Select Dividend ETFDVYETF
13F holders, Q1 2025 (March 31)1,316holders −15
71new positions
71sold out
7famous investors
$134.25avg. 13F price*
At the end of Q1 2025, 1,316 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, down 15 from Q4 2024. 71 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($856.7M) and PNC Financial Services Group, Inc. ($510.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $62.4M |
| Exits | 71 | $43.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,887,957 shares bought and 3,424,505 shares sold, net −1,536,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,316 holders
| Bank of America Corp. | 0.10% | Reduce -1.0% | 8,213,279 | $1.1B |
| Morgan Stanley | 0.06% | Reduce -3.0% | 6,379,711 | $856.7M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -0.5% | 3,798,580 | $510.1M |
| Wells Fargo & Company | 0.12% | Reduce -5.7% | 3,656,919 | $491.1M |
| Northern Trust Corp. | 0.06% | Add +6.7% | 3,093,549 | $415.4M |
| Royal Bank of Canada | 0.07% | Reduce -3.0% | 2,276,456 | $305.7M |
| Bank of New York Mellon Corp | 0.05% | Reduce -2.3% | 1,837,854 | $246.8M |
| LPL Financial LLC | 0.08% | Add +1.1% | 1,613,201 | $216.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -2.1% | 1,554,443 | $208.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -13.1% | 1,473,601 | $197.9M |
| Raymond James Financial Inc. | 0.06% | Add +2.1% | 1,215,308 | $163.2M |
| Truist Financial Corp. | 0.25% | Reduce -3.8% | 1,149,939 | $154.4M |
| US Bancorp \de | 0.20% | Reduce -0.2% | 1,122,887 | $150.8M |
| UBS Group AG | 0.03% | Add +0.8% | 1,121,217 | $150.6M |
| Howard Capital Management, LLC | 3.32% | No change | 984,600 | $132.2M |
| Bank of Montreal | 0.06% | Add +2.3% | 773,021 | $103.8M |
| Northside Capital Management, LLC | 14.94% | Add +0.5% | 684,891 | $92.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +12.8% | 678,028 | $91.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.7% | 664,202 | $89.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 485,657 | $65.3M |
| Rockefeller Capital Management L.P. | 0.16% | Add +10.3% | 471,928 | $63.4M |
| Comerica Bank | 0.25% | Reduce -8.7% | 450,133 | $60.4M |
| Focus Partners Wealth | 0.14% | Reduce -0.6% | 401,434 | $53.9M |
| Cetera Investment Advisers | 0.10% | Reduce -0.2% | 385,468 | $51.8M |
| Mariner, LLC | 0.08% | Reduce -0.1% | 378,463 | $50.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -8.3% | 353,902 | $47.5M |
| Miller Howard Investments Inc. | 1.50% | Reduce -29.6% | 351,271 | $47.2M |
| Osaic Holdings, Inc. | 0.09% | Add +19.6% | 302,677 | $40.7M |
| Stifel Financial Corp. | 0.04% | Reduce -2.0% | 300,495 | $40.4M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.8% | 298,992 | $40.2M |
| AMG National Trust Bank | 1.12% | Add +0.8% | 298,168 | $40.0M |
| Creative Planning | 0.04% | Add +6.5% | 293,692 | $39.4M |
| Cibc World Market Inc. | 0.09% | Add +17.9% | 289,981 | $38.9M |
| Commerce Bank | 0.25% | Reduce -1.2% | 287,913 | $38.7M |
| Fifth Third Bancorp | 0.14% | Reduce -5.1% | 273,525 | $36.7M |
| Moment Partners, LLC | 6.93% | Reduce -1.6% | 260,374 | $35.0M |
| Glenmede Trust Co. NA | 0.18% | Add +0.7% | 248,961 | $33.4M |
| M&T Bank Corp | 0.11% | Reduce -0.2% | 234,371 | $31.5M |
| LBMC Investment Advisors, LLC | 2.43% | Reduce -1.1% | 231,157 | $31.0M |
| Assetmark, Inc. | 0.08% | Reduce -2.8% | 224,260 | $30.1M |
| Baird Financial Group, Inc. | 0.06% | Add +0.4% | 220,281 | $29.6M |
| Janney Montgomery Scott LLC | 0.08% | Add +0.6% | 214,457 | $28.8M |
| Synovus Financial Corp. | 0.36% | Reduce -4.6% | 204,265 | $27.4M |
| St. Clair Advisors, LLC | 7.68% | Add +2.1% | 204,148 | $27.4M |
| National Bank of Canada | 0.03% | Reduce -17.3% | 202,949 | $27.3M |
| Ellis Investment Partners, LLC | 5.61% | Reduce -7.1% | 202,190 | $27.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +5.0% | 200,247 | $26.9M |
| Private Advisor Group, LLC | 0.16% | Reduce -48.6% | 197,356 | $26.5M |
| Corient Private Wealth LP | 0.04% | Add +94.7% | 196,494 | $26.4M |
| OMERS ADMINISTRATION Corp | 0.22% | New | 183,700 | $24.7M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -0.3% | 173,736 | $23.3M |
| First National Bank & Trust Co. of Newtown | 4.86% | Reduce -0.8% | 172,227 | $23.1M |
| Arcus Capital Partners, LLC | 8.78% | Add +20.5% | 162,902 | $21.9M |
| Yukon Wealth Management, Inc. | 8.88% | — | 159,292 | $21.4M |
| Valmark Advisers, Inc. | 0.32% | Reduce -0.5% | 158,940 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -1.0% | 158,085 | $21.2M |
| Blair William & Co. | 0.06% | Add +5.8% | 157,103 | $21.1M |
| FMR LLC | 0.00% | Reduce -1.8% | 151,693 | $20.4M |
| Franklin Resources Inc. | 0.01% | Add +3.1% | 149,097 | $20.0M |
| Wealthspire Advisors, LLC | 0.12% | Add +106.7% | 147,744 | $19.8M |
| Fifth Third Wealth Advisors LLC | 1.01% | Add +12.3% | 145,423 | $19.5M |
| CW Advisors, LLC | 0.23% | Add +4.4% | 144,412 | $19.4M |
| Cerity Partners LLC | 0.04% | Reduce -7.6% | 137,439 | $18.5M |
| Capital Investment Advisors, LLC | 0.33% | Reduce -1.5% | 124,230 | $16.7M |
| Florin Court Capital LLP | 17.17% | Add +93.3% | 123,300 | $16.6M |
| Trustmark Bank Trust Department | 1.20% | Reduce -1.7% | 120,487 | $16.2M |
| &partners | 0.17% | Add +45.3% | 121,021 | $16.1M |
| GW Henssler & Associates Ltd. | 0.90% | Add +20.1% | 116,506 | $15.6M |
| IFG Advisors, LLC | 2.96% | Add +5.1% | 114,448 | $15.4M |
| Cullen/Frost Bankers, Inc. | 0.21% | Add +0.4% | 114,167 | $15.3M |
| AlTi Global, Inc. | 0.40% | Reduce -30.9% | 112,251 | $15.1M |
| NTV Asset Management LLC | 1.99% | Reduce -0.9% | 110,981 | $14.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.46% | Add +4.5% | 108,284 | $14.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -18.6% | 107,620 | $14.5M |
| Avantax Advisory Services, Inc. | 0.09% | Add +3.0% | 104,597 | $14.0M |
| Round Rock Advisors LLC | 2.56% | Add +15.7% | 102,827 | $13.8M |
| Kwmg, LLC | 1.35% | Add +0.9% | 99,030 | $13.3M |
| Pinnacle Financial Partners Inc | 0.27% | Add +1.5% | 98,504 | $13.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -65.9% | 98,353 | $13.2M |
| Equitable Holdings, Inc. | 0.12% | Add +2.4% | 97,002 | $13.0M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +0.7% | 95,707 | $12.9M |
| Powell Investment Advisors, LLC | 6.19% | Add +1.0% | 93,839 | $12.6M |
| Captrust Financial Advisors | 0.03% | Reduce -2.8% | 90,081 | $12.1M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +2.9% | 88,482 | $11.9M |
| Lido Advisors, LLC | 0.07% | Reduce -0.4% | 87,968 | $11.8M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +0.0% | 87,499 | $11.8M |
| Cresset Asset Management, LLC | 0.06% | Add +6.6% | 87,300 | $11.7M |
| MAI Capital Management | 0.09% | Reduce -4.4% | 85,245 | $11.4M |
| JGP Wealth Management, LLC | 1.49% | Add +5.4% | 84,180 | $11.3M |
| North Star Investment Management Corp. | 0.78% | Add +0.3% | 79,854 | $10.7M |
| NewEdge Advisors, LLC | 0.06% | Add +0.1% | 77,552 | $10.4M |
| Old National Bancorp | 0.27% | Reduce -13.3% | 75,116 | $10.1M |
| SOA Wealth Advisors, LLC. | 2.06% | Reduce -0.5% | 73,586 | $9.9M |
| Greenberg Financial Group | 4.09% | — | 64,782 | $9.8M |
| Advisory Services Network, LLC | 0.19% | Add +0.6% | 72,984 | $9.8M |
| Allen Investment Management, LLC | 0.11% | No change | 72,973 | $9.8M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +30.9% | 72,079 | $9.7M |
| NorthCoast Asset Management LLC | 0.05% | Add +51.6% | 71,628 | $9.6M |
| BlackRock, Inc. | 0.00% | Reduce -57.4% | 71,398 | $9.6M |
| Linscomb Wealth, Inc. | 0.47% | Reduce -1.9% | 70,895 | $9.5M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.