iShares Select Dividend ETFDVYETF
13F holders, Q4 2025 (December 31)1,389holders +80
69new positions
44sold out
6famous investors
$140.64avg. 13F price*
At the end of Q4 2025, 1,389 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 80 from Q3 2025. 69 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($918.4M) and Wells Fargo & Company ($537.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $46.6M |
| Exits | 44 | $29.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,266,617 shares bought and 1,063,386 shares sold, net +2,203,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,389 holders
| Bank of America Corp. | 0.08% | Add +0.9% | 8,170,168 | $1.2B |
| Morgan Stanley | 0.05% | Add +3.6% | 6,506,794 | $918.4M |
| Wells Fargo & Company | 0.11% | Add +1.9% | 3,807,955 | $537.5M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -3.2% | 3,553,910 | $501.6M |
| Royal Bank of Canada | 0.08% | Add +3.9% | 3,073,777 | $433.8M |
| Northern Trust Corp. | 0.06% | Reduce -0.9% | 3,055,839 | $431.3M |
| LPL Financial LLC | 0.07% | Add +3.8% | 1,789,466 | $252.6M |
| Bank of New York Mellon Corp | 0.04% | Add +1.4% | 1,695,711 | $239.3M |
| JPMorgan Chase & Co. | 0.02% | Add +6.3% | 1,646,552 | $232.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.4% | 1,401,610 | $197.8M |
| UBS Group AG | 0.03% | Add +3.0% | 1,189,865 | $167.9M |
| Raymond James Financial Inc. | 0.05% | Add +10.5% | 1,170,490 | $165.2M |
| Truist Financial Corp. | 0.21% | Reduce -0.7% | 1,135,305 | $160.2M |
| US Bancorp \de | 0.18% | Reduce -1.6% | 1,111,508 | $156.9M |
| Howard Capital Management, LLC | 1.85% | No change | 1,011,427 | $142.8M |
| Bank of Montreal | 0.05% | Add +4.6% | 779,821 | $110.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.5% | 693,902 | $97.9M |
| Northside Capital Management, LLC | 8.02% | Reduce -0.9% | 653,983 | $92.3M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -4.8% | 606,332 | $85.6M |
| Ameriprise Financial Inc. | 0.02% | Add +24.0% | 552,407 | $77.9M |
| Cetera Investment Advisers | 0.08% | Add +1.1% | 510,024 | $72.0M |
| Rockefeller Capital Management L.P. | 0.13% | Add +6.3% | 507,547 | $71.6M |
| Miller Howard Investments Inc. | 2.15% | Add +745.9% | 505,689 | $71.4M |
| Focus Partners Wealth | 0.08% | Add +11.5% | 466,225 | $65.8M |
| Comerica Bank | 0.24% | Reduce -1.2% | 427,919 | $60.4M |
| Mariner, LLC | 0.07% | Reduce -1.1% | 401,796 | $56.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -12.8% | 381,558 | $53.9M |
| HighTower Advisors, LLC | 0.05% | Add +0.5% | 331,560 | $46.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -9.2% | 309,870 | $43.7M |
| Creative Planning | 0.03% | Reduce -0.5% | 308,603 | $43.6M |
| AMG National Trust Bank | 1.02% | Reduce -0.4% | 305,140 | $43.1M |
| Stifel Financial Corp. | 0.04% | Add +2.4% | 303,545 | $42.8M |
| Pinnacle Financial Partners, Inc. | 0.32% | — | 300,276 | $42.4M |
| Cibc World Market Inc. | 0.07% | Reduce -1.1% | 285,436 | $40.3M |
| Commerce Bank | 0.21% | Reduce -2.9% | 275,567 | $38.9M |
| Moment Partners, LLC | 7.47% | Add +2.7% | 257,281 | $36.3M |
| Baird Financial Group, Inc. | 0.06% | Add +12.9% | 256,418 | $36.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +101.3% | 252,386 | $35.6M |
| M&T Bank Corp | 0.11% | Add +3.3% | 245,576 | $34.7M |
| Glenmede Trust Co. NA | 0.16% | — | 240,055 | $33.9M |
| Fifth Third Bancorp | 0.10% | Reduce -8.7% | 231,776 | $32.7M |
| LBMC Investment Advisors, LLC | 2.00% | Add +0.1% | 229,113 | $32.3M |
| Assetmark, Inc. | 0.06% | Add +1.2% | 223,106 | $31.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +1.6% | 220,730 | $31.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.4% | 212,133 | $30.8M |
| Susquehanna International Group, LLP | 0.04% | Add +11756.9% | 213,424 | $30.1M |
| Private Advisor Group, LLC | 0.13% | Reduce -0.1% | 191,291 | $27.0M |
| Ellis Investment Partners, LLC | 4.69% | Add +0.2% | 190,572 | $26.9M |
| Valmark Advisers, Inc. | 0.31% | Add +17.8% | 179,109 | $25.3M |
| Franklin Resources Inc. | 0.01% | Add +9.3% | 177,142 | $25.0M |
| Mercer Global Advisors Inc. | 0.04% | Add +13.5% | 179,477 | $24.7M |
| First National Bank & Trust Co. of Newtown | 4.41% | Reduce -0.5% | 170,391 | $24.0M |
| Arcus Capital Partners, LLC | 8.55% | Reduce -3.7% | 168,662 | $23.8M |
| FMR LLC | 0.00% | Add +5.0% | 168,470 | $23.8M |
| GW Henssler & Associates Ltd. | 1.13% | Add +27.3% | 166,498 | $23.5M |
| Blair William & Co. | 0.06% | Add +12.1% | 165,015 | $23.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1.1% | 162,276 | $22.9M |
| Fifth Third Wealth Advisors LLC | 0.73% | Reduce -2.8% | 147,879 | $20.9M |
| National Bank of Canada | 0.02% | Add +14.3% | 145,184 | $20.5M |
| &partners | 0.11% | Add +3.2% | 144,488 | $20.4M |
| Yukon Wealth Management, Inc. | 11.65% | Reduce -26.3% | 130,953 | $20.2M |
| Corient Private Wealth LP | 0.03% | Add +62.2% | 136,147 | $19.2M |
| HB Wealth Management, LLC | 0.12% | Add +5.7% | 133,966 | $18.9M |
| Cerity Partners LLC | 0.03% | Reduce -2.0% | 128,446 | $18.1M |
| Advisory Services Network, LLC | 0.25% | Reduce -0.8% | 127,604 | $18.0M |
| Trustmark Bank Trust Department | 1.08% | Reduce -1.8% | 120,811 | $17.1M |
| Cullen/Frost Bankers, Inc. | 0.19% | Add +8.3% | 120,639 | $17.0M |
| Capital Investment Advisors, LLC | 0.26% | Reduce -1.2% | 119,442 | $16.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.45% | Add +0.9% | 118,285 | $16.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -1.7% | 117,023 | $16.5M |
| IFG Advisors, LLC | 2.71% | Add +2.2% | 115,414 | $16.3M |
| Lido Advisors, LLC | 0.06% | Add +0.5% | 113,206 | $16.1M |
| Round Rock Advisors LLC | 2.35% | Add +2.7% | 110,913 | $15.7M |
| Equitable Holdings, Inc. | 0.10% | Add +2.1% | 107,764 | $15.2M |
| Kwmg, LLC | 1.29% | Add +3.0% | 105,927 | $15.0M |
| NTV Asset Management LLC | 1.58% | Reduce -1.5% | 105,686 | $14.9M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +16.9% | 104,656 | $14.8M |
| Cresset Asset Management, LLC | 0.06% | Add +11.5% | 99,273 | $14.0M |
| Powell Investment Advisors, LLC | 4.76% | Add +2.4% | 97,861 | $13.8M |
| MML Investors Services, LLC | 0.03% | Add +10.5% | 94,915 | $13.4M |
| DAVENPORT & Co LLC | 0.07% | Add +10.6% | 93,269 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +5.0% | 92,585 | $13.1M |
| Bokf, NA | 0.20% | Add +53.0% | 90,709 | $12.8M |
| Captrust Financial Advisors | 0.02% | Reduce -1.8% | 89,002 | $12.6M |
| Old National Bancorp | 0.20% | Add +27.0% | 87,167 | $12.3M |
| MAI Capital Management | 0.07% | Reduce -0.0% | 84,424 | $11.9M |
| JGP Wealth Management, LLC | 1.24% | Reduce -0.7% | 84,380 | $11.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -10.0% | 82,732 | $11.7M |
| North Star Investment Management Corp. | 0.73% | Add +5.5% | 82,520 | $11.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -3.6% | 78,901 | $11.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +7.7% | 74,127 | $10.5M |
| Allen Investment Management, LLC | 0.11% | No change | 72,973 | $10.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +198.5% | 72,398 | $10.2M |
| Sterling Investment Advisors, Ltd. | 1.86% | Add +0.3% | 71,467 | $10.1M |
| White Lighthouse Investment Management Inc. | 1.39% | Add +3.9% | 70,432 | $9.9M |
| Pathstone Holdings, LLC | 0.04% | Add +2.0% | 67,887 | $9.6M |
| Raab & Moskowitz Asset Management LLC | 2.02% | Add +3.7% | 65,340 | $9.2M |
| SOA Wealth Advisors, LLC. | 1.52% | Add +3.8% | 65,150 | $9.2M |
| First United Bank & Trust | 2.93% | Add +7.9% | 65,081 | $9.2M |
| Linscomb Wealth, Inc. | 0.38% | Reduce -1.4% | 64,751 | $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.