iShares Select Dividend ETFDVYETF
13F holders, Q1 2026 (March 31)1,427holders +38
99new positions
59sold out
5famous investors
$150.99avg. 13F price*
At the end of Q1 2026, 1,427 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 38 from Q4 2025. 99 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($987.0M) and Wells Fargo & Company ($576.6M). 5 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $88.5M |
| Exits | 59 | $47.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,623,888 shares bought and 3,066,794 shares sold, net −442,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,427 holders
| Bank of America Corp. | 0.09% | Reduce -1.3% | 8,065,913 | $1.2B |
| Morgan Stanley | 0.06% | Add +0.2% | 6,518,944 | $987.0M |
| Wells Fargo & Company | 0.12% | Add +0.0% | 3,808,227 | $576.6M |
| PNC Financial Services Group, Inc. | 0.31% | Reduce -1.3% | 3,506,722 | $531.0M |
| Northern Trust Corp. | 0.06% | Add +1.7% | 3,106,667 | $470.4M |
| Royal Bank of Canada | 0.08% | Reduce -10.7% | 2,746,436 | $415.8M |
| LPL Financial LLC | 0.07% | Add +0.1% | 1,791,778 | $271.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -5.1% | 1,608,990 | $243.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.7% | 1,536,717 | $230.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.1% | 1,487,430 | $225.2M |
| Raymond James Financial Inc. | 0.06% | Add +1.2% | 1,184,494 | $179.3M |
| UBS Group AG | 0.03% | Reduce -2.2% | 1,163,600 | $176.2M |
| US Bancorp \de | 0.20% | Reduce -0.8% | 1,103,131 | $167.0M |
| Truist Financial Corp. | 0.22% | Reduce -3.2% | 1,099,024 | $166.4M |
| Howard Capital Management, LLC | 2.50% | No change | 1,011,427 | $153.1M |
| Bank of Montreal | 0.05% | Reduce -1.4% | 768,498 | $116.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.2% | 692,694 | $104.9M |
| Northside Capital Management, LLC | 8.70% | Reduce -0.0% | 653,948 | $99.0M |
| Fifth Third Bancorp | 0.18% | Add +178.6% | 645,684 | $97.8M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -2.6% | 590,546 | $89.4M |
| Rockefeller Capital Management L.P. | 0.15% | Add +8.6% | 551,385 | $83.5M |
| Cetera Investment Advisers | 0.09% | Add +5.9% | 539,922 | $81.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -8.8% | 503,672 | $76.2M |
| Osaic Holdings, Inc. | 0.11% | Add +27.2% | 485,314 | $73.5M |
| Focus Partners Wealth | 0.08% | Reduce -0.1% | 465,699 | $70.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +33.1% | 412,591 | $62.5M |
| Mariner, LLC | 0.07% | Reduce -1.4% | 395,961 | $59.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.0% | 331,481 | $50.2M |
| Creative Planning | 0.03% | Add +2.9% | 317,572 | $48.1M |
| AMG National Trust Bank | 1.03% | Add +2.9% | 313,946 | $47.5M |
| Stifel Financial Corp. | 0.04% | Add +2.7% | 311,822 | $47.2M |
| Pinnacle Financial Partners, Inc. | 0.35% | Reduce -0.1% | 300,002 | $45.4M |
| Cibc World Market Inc. | 0.08% | Reduce -0.7% | 283,465 | $42.9M |
| Commerce Bank | 0.21% | Add +1.9% | 280,769 | $42.5M |
| MYDA Advisors LLC | 9.33% | New | 260,000 | $39.4M |
| Moment Partners, LLC | 6.99% | Add +0.6% | 258,828 | $39.2M |
| M&T Bank Corp | 0.13% | Add +3.3% | 253,777 | $38.4M |
| Baird Financial Group, Inc. | 0.06% | Reduce -5.3% | 242,901 | $36.8M |
| Glenmede Trust Co. NA | 0.18% | Add +0.9% | 242,129 | $36.7M |
| Janney Montgomery Scott LLC | 0.09% | Add +8.2% | 238,781 | $36.2M |
| LBMC Investment Advisors, LLC | 2.13% | Add +0.7% | 230,707 | $34.9M |
| Assetmark, Inc. | 0.07% | Reduce -1.2% | 220,488 | $33.4M |
| Private Advisor Group, LLC | 0.15% | Add +11.8% | 213,855 | $32.4M |
| FMR LLC | 0.00% | Add +15.0% | 193,751 | $29.3M |
| Ellis Investment Partners, LLC | 4.99% | Reduce -0.5% | 189,696 | $28.7M |
| Miller Howard Investments Inc. | 0.76% | Reduce -63.6% | 184,182 | $27.9M |
| Valmark Advisers, Inc. | 0.33% | Add +1.3% | 181,493 | $27.5M |
| Franklin Resources Inc. | 0.01% | Add +1.6% | 179,913 | $27.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +8.9% | 176,755 | $26.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +41.8% | 165,919 | $25.1M |
| Blair William & Co. | 0.07% | Add +0.2% | 165,348 | $25.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -23.0% | 163,287 | $23.6M |
| First National Bank & Trust Co. of Newtown | 4.94% | Reduce -11.3% | 151,168 | $22.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -15.9% | 150,983 | $22.9M |
| National Bank of Canada | 0.02% | Add +0.4% | 145,765 | $22.1M |
| GW Henssler & Associates Ltd. | 1.03% | Reduce -13.0% | 144,903 | $21.9M |
| &partners | 0.11% | Reduce -1.2% | 142,798 | $21.6M |
| Arcus Capital Partners, LLC | 7.74% | Reduce -15.7% | 142,176 | $21.5M |
| Fifth Third Wealth Advisors LLC | 0.71% | Reduce -6.7% | 137,997 | $20.9M |
| Sterling Investment Advisors, Ltd. | 3.77% | Add +272.2% | 266,000 | $20.8M |
| HB Wealth Management, LLC | 0.13% | Add +0.9% | 135,137 | $20.5M |
| Cerity Partners LLC | 0.03% | Add +2.9% | 132,188 | $20.0M |
| Advisory Services Network, LLC | 0.27% | Add +3.5% | 132,078 | $20.0M |
| Yukon Wealth Management, Inc. | 11.60% | Reduce -2.0% | 128,315 | $19.4M |
| Trustmark Bank Trust Department | 1.21% | Add +3.1% | 124,552 | $18.9M |
| Capital Investment Advisors, LLC | 0.27% | Add +3.6% | 123,757 | $18.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.77% | Add +1.4% | 119,877 | $18.2M |
| Equitable Holdings, Inc. | 0.11% | Add +13.8% | 122,603 | $17.4M |
| Round Rock Advisors LLC | 2.66% | Add +3.4% | 114,647 | $17.4M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -9.2% | 109,595 | $16.6M |
| Kwmg, LLC | 1.38% | Add +3.1% | 109,170 | $16.5M |
| NTV Asset Management LLC | 1.76% | Add +0.3% | 106,014 | $16.1M |
| BNP Paribas Financial Markets | 0.01% | Add +85.0% | 105,702 | $16.0M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -0.5% | 104,112 | $15.8M |
| DAVENPORT & Co LLC | 0.09% | Add +11.0% | 103,563 | $15.7M |
| Cresset Asset Management, LLC | 0.07% | Add +3.9% | 103,168 | $15.6M |
| Lido Advisors, LLC | 0.06% | Reduce -10.5% | 101,349 | $15.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +36.6% | 98,909 | $15.0M |
| AE Wealth Management LLC | 0.08% | Add +937.4% | 98,714 | $14.9M |
| Powell Investment Advisors, LLC | 5.14% | Add +0.7% | 98,520 | $14.9M |
| Corient Private Wealth LP | 0.02% | Reduce -30.2% | 95,057 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +1.3% | 93,756 | $14.2M |
| JGP Wealth Management, LLC | 1.46% | Add +9.5% | 92,380 | $14.0M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +11.5% | 92,235 | $14.0M |
| Captrust Financial Advisors | 0.02% | Add +2.9% | 91,571 | $13.9M |
| MML Investors Services, LLC | 0.04% | Reduce -6.1% | 89,086 | $13.5M |
| North Star Investment Management Corp. | 0.76% | Add +0.0% | 82,521 | $12.5M |
| MAI Capital Management | 0.07% | Reduce -3.4% | 81,582 | $12.4M |
| AlTi Global, Inc. | 0.26% | Add +22.9% | 79,441 | $12.0M |
| Quantinno Capital Management LP | 0.02% | Add +66.0% | 75,872 | $11.5M |
| NewEdge Advisors, LLC | 0.04% | Reduce -4.3% | 75,545 | $11.4M |
| First United Bank & Trust | 3.69% | Add +15.3% | 75,016 | $11.4M |
| Raab & Moskowitz Asset Management LLC | 2.50% | Add +13.6% | 74,238 | $11.2M |
| Sanctuary Advisors, LLC | 0.06% | Add +0.1% | 74,171 | $11.2M |
| Allen Investment Management, LLC | 0.14% | No change | 72,973 | $11.0M |
| Integrated Wealth Concepts LLC | 0.09% | Add +25.0% | 72,556 | $11.0M |
| Pathstone Holdings, LLC | 0.04% | Add +5.1% | 71,361 | $10.8M |
| White Lighthouse Investment Management Inc. | 1.48% | Add +0.3% | 70,643 | $10.7M |
| Old National Bancorp | 0.18% | Reduce -20.6% | 69,172 | $10.5M |
| SOA Wealth Advisors, LLC. | 1.81% | Reduce -2.7% | 63,420 | $9.6M |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.