iShares Select Dividend ETFDVYETF
13F holders, Q2 2025 (June 30)1,299holders −17
63new positions
70sold out
6famous investors
$132.91avg. 13F price*
At the end of Q2 2025, 1,299 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, down 17 from Q1 2025. 63 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($836.3M) and Wells Fargo & Company ($499.7M). 6 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $32.3M |
| Exits | 70 | $66.3M |
All 13F filers, Q1 2025 → Q2 2025: 2,248,437 shares bought and 2,861,853 shares sold, net −613,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,299 holders
| Bank of America Corp. | 0.08% | Reduce -4.5% | 7,840,459 | $1.0B |
| Morgan Stanley | 0.05% | Reduce -1.3% | 6,297,236 | $836.3M |
| Wells Fargo & Company | 0.11% | Add +2.9% | 3,762,283 | $499.7M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -1.3% | 3,750,902 | $498.2M |
| Northern Trust Corp. | 0.06% | Reduce -0.2% | 3,086,874 | $410.0M |
| Royal Bank of Canada | 0.08% | Add +34.5% | 3,060,605 | $406.5M |
| Bank of New York Mellon Corp | 0.05% | Reduce -0.6% | 1,827,204 | $242.7M |
| LPL Financial LLC | 0.08% | Add +5.2% | 1,697,751 | $225.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.7% | 1,612,404 | $214.1M |
| JPMorgan Chase & Co. | 0.01% | Add +3.5% | 1,524,690 | $202.5M |
| Truist Financial Corp. | 0.23% | Add +1.4% | 1,165,722 | $154.8M |
| US Bancorp \de | 0.19% | Add +1.3% | 1,137,906 | $151.1M |
| Raymond James Financial Inc. | 0.05% | Reduce -12.0% | 1,069,697 | $142.1M |
| UBS Group AG | 0.03% | Reduce -6.3% | 1,050,167 | $139.5M |
| Howard Capital Management, LLC | 2.01% | Add +2.7% | 1,011,427 | $134.3M |
| Bank of Montreal | 0.05% | Reduce -2.6% | 753,003 | $100.0M |
| Northside Capital Management, LLC | 6.92% | Reduce -0.2% | 683,508 | $90.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.7% | 659,795 | $87.6M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -2.9% | 645,214 | $85.7M |
| Rockefeller Capital Management L.P. | 0.14% | Reduce -2.6% | 459,678 | $63.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.2% | 450,795 | $60.0M |
| Comerica Bank | 0.23% | Reduce -2.1% | 440,550 | $58.5M |
| Focus Partners Wealth | 0.12% | Add +4.7% | 420,348 | $55.8M |
| Mariner, LLC | 0.08% | Add +3.8% | 392,838 | $52.2M |
| Cetera Investment Advisers | 0.09% | Add +0.7% | 388,313 | $51.6M |
| Osaic Holdings, Inc. | 0.08% | Add +16.3% | 352,044 | $46.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -2.5% | 344,919 | $45.8M |
| HighTower Advisors, LLC | 0.05% | Add +4.9% | 313,543 | $41.6M |
| Creative Planning | 0.03% | Add +3.1% | 302,848 | $40.2M |
| AMG National Trust Bank | 1.05% | Add +0.4% | 299,320 | $39.8M |
| Cibc World Market Inc. | 0.08% | Reduce -0.3% | 289,012 | $38.4M |
| Commerce Bank | 0.22% | Reduce -1.0% | 284,971 | $37.8M |
| Stifel Financial Corp. | 0.04% | Reduce -6.2% | 281,775 | $37.4M |
| Fifth Third Bancorp | 0.12% | Reduce -2.1% | 267,631 | $35.5M |
| Moment Partners, LLC | 6.30% | Reduce -2.9% | 252,936 | $33.6M |
| Glenmede Investment Management, LP | 0.16% | — | 243,760 | $32.4M |
| M&T Bank Corp | 0.11% | Reduce -0.7% | 232,769 | $30.9M |
| LBMC Investment Advisors, LLC | 2.19% | Add +0.2% | 231,517 | $30.7M |
| Assetmark, Inc. | 0.07% | Reduce -0.4% | 223,334 | $29.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.6% | 216,820 | $28.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +4.5% | 209,165 | $28.6M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -1.6% | 211,111 | $28.0M |
| Synovus Financial Corp. | 0.33% | Add +0.3% | 204,864 | $27.2M |
| Ellis Investment Partners, LLC | 5.12% | Reduce -1.9% | 198,306 | $26.3M |
| St. Clair Advisors, LLC | 6.80% | Reduce -4.1% | 195,756 | $26.0M |
| Private Advisor Group, LLC | 0.14% | Reduce -1.9% | 193,653 | $25.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +0.9% | 175,376 | $23.3M |
| Arcus Capital Partners, LLC | 9.99% | Add +6.8% | 173,966 | $23.1M |
| Yukon Wealth Management, Inc. | 8.19% | Add +8.2% | 172,307 | $22.9M |
| First National Bank & Trust Co. of Newtown | 4.58% | Reduce -0.1% | 172,093 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.8% | 156,768 | $20.8M |
| Franklin Resources Inc. | 0.01% | Add +4.9% | 156,352 | $20.8M |
| FMR LLC | 0.00% | Add +0.1% | 151,814 | $20.2M |
| Valmark Advisers, Inc. | 0.28% | Reduce -5.3% | 150,600 | $20.0M |
| Fifth Third Wealth Advisors LLC | 0.81% | Add +0.2% | 145,736 | $19.4M |
| CW Advisors, LLC | 0.19% | Reduce -0.3% | 143,998 | $19.1M |
| Blair William & Co. | 0.05% | Reduce -11.9% | 138,387 | $18.4M |
| &partners | 0.14% | Add +10.2% | 133,408 | $17.7M |
| Cerity Partners LLC | 0.03% | Reduce -3.6% | 132,440 | $17.6M |
| HB Wealth Management, LLC | 0.14% | Add +129.7% | 129,405 | $17.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +18.9% | 127,928 | $17.0M |
| Trustmark Bank Trust Department | 1.16% | Add +4.6% | 126,039 | $16.7M |
| Capital Investment Advisors, LLC | 0.29% | Reduce -1.7% | 122,113 | $16.2M |
| GW Henssler & Associates Ltd. | 0.86% | Add +4.0% | 121,224 | $16.1M |
| National Bank of Canada | 0.02% | Reduce -41.6% | 118,558 | $15.7M |
| Advisory Services Network, LLC | 0.25% | Add +57.8% | 115,154 | $15.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +18.3% | 116,318 | $15.4M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -0.9% | 113,159 | $15.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.37% | Add +2.8% | 111,320 | $14.8M |
| Avantax Advisory Services, Inc. | 0.08% | Add +6.0% | 110,866 | $14.7M |
| IFG Advisors, LLC | 2.47% | Reduce -3.3% | 110,640 | $14.7M |
| AlTi Global, Inc. | 0.37% | Reduce -4.8% | 106,851 | $14.7M |
| NTV Asset Management LLC | 1.73% | Reduce -1.9% | 108,866 | $14.5M |
| Lido Advisors, LLC | 0.08% | Add +21.9% | 107,247 | $14.2M |
| Round Rock Advisors LLC | 2.40% | Add +1.8% | 104,661 | $13.9M |
| Equitable Holdings, Inc. | 0.11% | Add +6.5% | 103,340 | $13.7M |
| Kwmg, LLC | 1.25% | Add +1.6% | 100,616 | $13.4M |
| Pinnacle Financial Partners Inc | 0.28% | Add +1.0% | 99,468 | $13.2M |
| Powell Investment Advisors, LLC | 4.74% | Add +1.3% | 95,033 | $12.6M |
| Beacon Pointe Advisors, LLC | 0.13% | Reduce -0.8% | 94,912 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +2.5% | 90,719 | $12.0M |
| Captrust Financial Advisors | 0.03% | Add +0.4% | 90,409 | $12.0M |
| Corient Private Wealth LP | 0.02% | Reduce -54.4% | 89,618 | $11.9M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +0.5% | 87,896 | $11.7M |
| Cresset Asset Management, LLC | 0.06% | Reduce -0.7% | 86,672 | $11.5M |
| MML Investors Services, LLC | 0.03% | Add +157.2% | 86,631 | $11.5M |
| JGP Wealth Management, LLC | 1.39% | Add +2.5% | 86,312 | $11.5M |
| MAI Capital Management | 0.08% | Reduce -2.0% | 83,507 | $11.1M |
| North Star Investment Management Corp. | 0.73% | Reduce -2.0% | 78,272 | $10.4M |
| NewEdge Advisors, LLC | 0.05% | Add +0.4% | 77,878 | $10.3M |
| Greenberg Financial Group | 3.77% | Reduce -0.7% | 64,327 | $10.1M |
| Florin Court Capital LLP | 10.01% | Reduce -40.2% | 73,700 | $9.8M |
| Allen Investment Management, LLC | 0.11% | No change | 72,973 | $9.7M |
| Sterling Investment Advisors, Ltd. | 2.07% | Add +2.6% | 71,166 | $9.5M |
| DAVENPORT & Co LLC | 0.05% | Add +10.1% | 70,966 | $9.4M |
| SOA Wealth Advisors, LLC. | 1.69% | Reduce -5.3% | 69,692 | $9.3M |
| Linscomb Wealth, Inc. | 0.42% | Reduce -4.1% | 68,011 | $9.0M |
| Old National Bancorp | 0.16% | Reduce -9.7% | 67,798 | $9.0M |
| White Lighthouse Investment Management Inc. | 1.45% | Add +4.6% | 66,928 | $8.9M |
| Dumont & Blake Investment Advisors LLC | 2.28% | Reduce -0.1% | 65,835 | $8.7M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.