iShares Select Dividend ETFDVYETF
13F holders, Q3 2025 (September 30)1,309holders +10
70new positions
56sold out
3famous investors
$142.12avg. 13F price*
At the end of Q3 2025, 1,309 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 10 from Q2 2025. 70 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($892.8M) and Wells Fargo & Company ($531.2M). 3 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $22.2M |
| Exits | 56 | $31.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,401,445 shares bought and 1,659,579 shares sold, net −258,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,309 holders
| Bank of America Corp. | 0.09% | Add +3.3% | 8,096,893 | $1.2B |
| Morgan Stanley | 0.05% | Reduce -0.2% | 6,282,669 | $892.8M |
| Wells Fargo & Company | 0.11% | Reduce -0.6% | 3,738,297 | $531.2M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -2.1% | 3,670,670 | $521.6M |
| Northern Trust Corp. | 0.06% | Reduce -0.1% | 3,082,311 | $438.0M |
| Royal Bank of Canada | 0.07% | Reduce -3.3% | 2,959,287 | $420.5M |
| LPL Financial LLC | 0.07% | Add +1.5% | 1,723,775 | $244.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -8.5% | 1,672,304 | $237.6M |
| JPMorgan Chase & Co. | 0.01% | Add +1.6% | 1,549,408 | $220.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -11.9% | 1,421,094 | $201.9M |
| UBS Group AG | 0.03% | Add +10.0% | 1,155,033 | $164.1M |
| Truist Financial Corp. | 0.22% | Reduce -2.0% | 1,142,768 | $162.4M |
| US Bancorp \de | 0.19% | Reduce -0.7% | 1,130,142 | $160.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -1.0% | 1,059,442 | $150.5M |
| Howard Capital Management, LLC | 1.90% | No change | 1,011,427 | $143.7M |
| Bank of Montreal | 0.05% | Reduce -1.0% | 745,590 | $105.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.6% | 690,350 | $98.1M |
| Northside Capital Management, LLC | 8.56% | Reduce -3.5% | 659,657 | $93.7M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -1.3% | 636,733 | $90.5M |
| Cetera Investment Advisers | 0.08% | Add +30.0% | 504,655 | $71.7M |
| Rockefeller Capital Management L.P. | 0.13% | Add +3.9% | 477,614 | $67.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.1% | 445,600 | $63.3M |
| Osaic Holdings, Inc. | 0.09% | Add +24.3% | 437,514 | $62.1M |
| Comerica Bank | 0.23% | Reduce -1.6% | 433,305 | $61.6M |
| Focus Partners Wealth | 0.10% | Reduce -0.5% | 418,268 | $59.4M |
| Mariner, LLC | 0.07% | Add +3.4% | 406,282 | $57.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.1% | 341,192 | $48.5M |
| HighTower Advisors, LLC | 0.05% | Add +5.2% | 329,839 | $46.9M |
| Creative Planning | 0.03% | Add +2.4% | 310,097 | $44.1M |
| AMG National Trust Bank | 1.06% | Add +2.3% | 306,318 | $43.5M |
| Stifel Financial Corp. | 0.04% | Add +5.2% | 296,469 | $42.1M |
| Cibc World Market Inc. | 0.08% | Reduce -0.2% | 288,502 | $41.0M |
| Commerce Bank | 0.22% | Reduce -0.5% | 283,675 | $40.3M |
| Fifth Third Bancorp | 0.12% | Reduce -5.1% | 253,981 | $36.1M |
| Moment Partners, LLC | 6.29% | Reduce -1.0% | 250,408 | $35.6M |
| Glenmede Investment Management, LP | 0.17% | Reduce -1.0% | 241,400 | $34.3M |
| M&T Bank Corp | 0.11% | Add +2.1% | 237,649 | $33.8M |
| LBMC Investment Advisors, LLC | 2.07% | Reduce -1.1% | 228,942 | $32.5M |
| Baird Financial Group, Inc. | 0.05% | Add +4.8% | 227,204 | $32.3M |
| Assetmark, Inc. | 0.07% | Reduce -1.3% | 220,547 | $31.3M |
| Janney Montgomery Scott LLC | 0.07% | Add +3.0% | 217,362 | $30.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.9% | 207,240 | $29.5M |
| Synovus Financial Corp. | 0.34% | Add +1.2% | 207,249 | $29.5M |
| Private Advisor Group, LLC | 0.13% | Reduce -1.1% | 191,452 | $27.2M |
| Ellis Investment Partners, LLC | 4.88% | Reduce -4.1% | 190,224 | $27.0M |
| Yukon Wealth Management, Inc. | 8.27% | Add +3.1% | 177,573 | $25.2M |
| Arcus Capital Partners, LLC | 10.89% | Add +0.7% | 175,114 | $24.9M |
| First National Bank & Trust Co. of Newtown | 4.61% | Reduce -0.6% | 171,155 | $24.3M |
| Franklin Resources Inc. | 0.01% | Add +3.7% | 162,107 | $23.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +2.4% | 160,515 | $22.8M |
| FMR LLC | 0.00% | Add +5.7% | 160,406 | $22.8M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -9.9% | 158,068 | $22.5M |
| Fifth Third Wealth Advisors LLC | 0.80% | Add +4.4% | 152,140 | $21.6M |
| Valmark Advisers, Inc. | 0.28% | Add +1.0% | 152,046 | $21.6M |
| Blair William & Co. | 0.06% | Add +6.3% | 147,170 | $20.9M |
| &partners | 0.13% | Add +5.0% | 140,008 | $19.9M |
| Cerity Partners LLC | 0.03% | Reduce -1.0% | 131,128 | $18.6M |
| GW Henssler & Associates Ltd. | 0.93% | Add +7.9% | 130,831 | $18.6M |
| Advisory Services Network, LLC | 0.27% | Add +11.8% | 128,690 | $18.3M |
| National Bank of Canada | 0.02% | Add +7.1% | 126,997 | $18.0M |
| HB Wealth Management, LLC | 0.12% | Reduce -2.0% | 126,753 | $18.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.8% | 125,345 | $17.8M |
| Trustmark Bank Trust Department | 1.14% | Reduce -2.4% | 123,041 | $17.5M |
| Capital Investment Advisors, LLC | 0.28% | Reduce -1.0% | 120,917 | $17.2M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.9% | 119,054 | $16.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.53% | Add +5.3% | 117,230 | $16.7M |
| IFG Advisors, LLC | 2.62% | Add +2.0% | 112,906 | $16.0M |
| Lido Advisors, LLC | 0.07% | Add +5.1% | 112,686 | $16.0M |
| Cullen/Frost Bankers, Inc. | 0.18% | Reduce -1.6% | 111,387 | $15.8M |
| Round Rock Advisors LLC | 2.43% | Add +3.2% | 108,036 | $15.4M |
| NTV Asset Management LLC | 1.66% | Reduce -1.4% | 107,336 | $15.3M |
| Equitable Holdings, Inc. | 0.11% | Add +2.1% | 105,492 | $15.0M |
| Kwmg, LLC | 1.28% | Add +2.3% | 102,880 | $14.6M |
| Pinnacle Financial Partners Inc | 0.34% | Add +0.5% | 99,950 | $14.2M |
| Powell Investment Advisors, LLC | 4.75% | Add +0.6% | 95,570 | $13.6M |
| AlTi Global, Inc. | 0.32% | Reduce -10.7% | 95,401 | $13.6M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -3.2% | 91,895 | $13.1M |
| Captrust Financial Advisors | 0.03% | Add +0.2% | 90,619 | $12.9M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +1.9% | 89,558 | $12.7M |
| Cresset Asset Management, LLC | 0.06% | Add +2.7% | 89,007 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -2.8% | 88,219 | $12.5M |
| MML Investors Services, LLC | 0.03% | Reduce -0.8% | 85,892 | $12.2M |
| JGP Wealth Management, LLC | 1.34% | Reduce -1.5% | 84,988 | $12.1M |
| MAI Capital Management | 0.08% | Add +1.1% | 84,450 | $12.0M |
| DAVENPORT & Co LLC | 0.06% | Add +18.9% | 84,366 | $12.0M |
| Corient Private Wealth LP | 0.02% | Reduce -6.3% | 83,926 | $11.9M |
| NewEdge Advisors, LLC | 0.05% | Add +5.1% | 81,831 | $11.6M |
| North Star Investment Management Corp. | 0.72% | Reduce -0.0% | 78,249 | $11.1M |
| NorthCoast Asset Management LLC | 0.04% | Add +102.5% | 74,395 | $10.6M |
| Allen Investment Management, LLC | 0.12% | No change | 72,973 | $10.4M |
| Sterling Investment Advisors, Ltd. | 1.97% | Add +0.2% | 71,278 | $10.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +41.7% | 68,858 | $9.8M |
| Old National Bancorp | 0.17% | Add +1.2% | 68,614 | $9.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +5.3% | 68,130 | $9.7M |
| White Lighthouse Investment Management Inc. | 1.47% | Add +1.3% | 67,787 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Add +5.7% | 66,545 | $9.5M |
| Dumont & Blake Investment Advisors LLC | 2.26% | Reduce -0.3% | 65,662 | $9.3M |
| Linscomb Wealth, Inc. | 0.40% | Reduce -3.5% | 65,654 | $9.3M |
| TD Private Client Wealth LLC | 0.21% | Add +7.3% | 64,568 | $9.2M |
| Pinnacle Financial Group, LLC / IL | 2.73% | Reduce -1.0% | 63,595 | $9.0M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.