Who owns iShares Dow Jones Select Dividend?
- Ticker: DVY
- CUSIP Number: 464287168
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones Select Dividend with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones Select Dividend this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 6.3M | $837M | 100% | Jun 2025 |
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| Wells Fargo & Company | 3.7M | $531M | -1% | Sep 2025 |
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| Pnc Financial Services | 3.7M | $522M | -2% | Sep 2025 |
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| Northern Trust | 3.1M | $438M | 0% | Sep 2025 |
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| Royal Bank of Canada | 3.0M | $421M | -3% | Sep 2025 |
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| LPL Financial | 1.7M | $245M | 2% | Sep 2025 |
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| Bank of New York Mellon | 1.7M | $238M | -8% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.5M | $220M | 5% | Sep 2025 |
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| Envestnet Asset Management | 1.4M | $202M | -12% | Sep 2025 |
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| UBS Group | 1.2M | $164M | 10% | Sep 2025 |
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| Branch Banking & Trust Company | 1.1M | $162M | -2% | Sep 2025 |
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| Us Bancorp | 1.1M | $161M | -1% | Sep 2025 |
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| Raymond James Financial | 1.1M | $151M | -1% | Sep 2025 |
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| Howard Capital Management | 1.0M | $144M | 0% | Sep 2025 |
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| Jane Street | 851k | $121M | 2% | Sep 2025 |
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| Bank Of Montreal | 753k | $100M | 100% | Jun 2025 |
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| Goldman Sachs Group | 690k | $98M | 2% | Sep 2025 |
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| Northside Capital Management | 660k | $94M | -3% | Sep 2025 |
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| Commonwealth Equity Services | 637k | $91M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 505k | $72M | 30% | Sep 2025 |
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| Rockefeller Capital Management | 478k | $68M | 4% | Sep 2025 |
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| Ameriprise Financial | 446k | $63M | -1% | Sep 2025 |
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| Advisor Group Holdings | 438k | $62M | 24% | Sep 2025 |
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| Brian McDonald | 433k | $62M | -2% | Sep 2025 |
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| Colony | 418k | $59M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 406k | $58M | 3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 341k | $49M | -1% | Sep 2025 |
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| HighTower Advisors | 330k | $47M | 5% | Sep 2025 |
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| Creative Planning | 310k | $44M | 2% | Sep 2025 |
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| Amg National Trust Bank | 306k | $44M | 2% | Sep 2025 |
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| Stifel Financial | 297k | $42M | 5% | Sep 2025 |
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| Huntington National Bank | 290k | $41M | 0% | Sep 2025 |
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| CIBC World Markets | 289k | $41M | 0% | Sep 2025 |
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| Commerce Bank N A | 284k | $40M | 0% | Sep 2025 |
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| Fifth Third Bancorp | 254k | $36M | -5% | Sep 2025 |
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| Moment Partners | 250k | $36M | -1% | Sep 2025 |
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| M^T Bank Corporation | 238k | $34M | 2% | Sep 2025 |
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| LBMC Investment Advisors | 229k | $33M | -1% | Sep 2025 |
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| Baird Financial | 227k | $32M | 5% | Sep 2025 |
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| Assetmark | 221k | $31M | -1% | Sep 2025 |
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| Janney Montgomery Scott | 217k | $31M | 3% | Sep 2025 |
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| Synovus Financial Corp. | 207k | $30M | 1% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 207k | $30M | -1% | Sep 2025 |
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| Private Advisor | 192k | $27M | -1% | Sep 2025 |
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| Ellis Investment Partners | 190k | $27M | -4% | Sep 2025 |
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| Yukon Wealth Management | 178k | $25M | 3% | Sep 2025 |
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| Arcus Capital Partners | 175k | $25M | 1% | Sep 2025 |
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| First National Bank & Trust Co Of Newtown | 171k | $24M | -1% | Sep 2025 |
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| Franklin Resources | 162k | $23M | 4% | Sep 2025 |
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| Cambridge Investment Research Advisors | 161k | $23M | 2% | Sep 2025 |
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| FMR | 160k | $23M | 6% | Sep 2025 |
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| Mercer Global Advisors | 158k | $23M | -10% | Sep 2025 |
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| Fifth Third Wealth Advisors | 152k | $22M | 4% | Sep 2025 |
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| ValMark Advisers | 152k | $22M | 1% | Sep 2025 |
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| William Blair $ Company | 147k | $21M | 6% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 144k | $19M | 0% | Jun 2025 |
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| Wiley Bros.-aintree Capital | 140k | $20M | 5% | Sep 2025 |
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| HPM Partners | 131k | $19M | -1% | Sep 2025 |
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| Advisory Services Network | 129k | $18M | 12% | Sep 2025 |
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| National Bank Of Canada /fi/ | 127k | $18M | 7% | Sep 2025 |
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| HB Wealth Management | 127k | $18M | -2% | Sep 2025 |
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| Charles Schwab Investment Management | 125k | $18M | 8% | Sep 2025 |
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| Trustmark National Bank - Trust Department | 123k | $18M | -2% | Sep 2025 |
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| G. W. Henssler & Associates | 121k | $16M | 4% | Jun 2025 |
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| Capital Investment Advisors | 121k | $17M | -1% | Sep 2025 |
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| Kestra Advisory Services | 119k | $17M | -7% | Sep 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 117k | $17M | 5% | Sep 2025 |
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| Susquehanna International | 115k | $16M | -7% | Sep 2025 |
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| IFG Advisors | 113k | $16M | 2% | Sep 2025 |
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| Lido Advisors | 113k | $16M | 5% | Sep 2025 |
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| Cullen Frost Bankers | 111k | $16M | -2% | Sep 2025 |
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| H D Vest Advisory Services | 111k | $15M | 6% | Jun 2025 |
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| Round Rock Advisors | 108k | $15M | 3% | Sep 2025 |
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| NTV Asset Management | 107k | $15M | -1% | Sep 2025 |
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| Equitable Holdings | 106k | $15M | 2% | Sep 2025 |
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| KWMG | 103k | $15M | 2% | Sep 2025 |
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| Pinnacle Financial Partners | 100k | $14M | 0% | Sep 2025 |
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| Powell Investment Advisors | 96k | $14M | 1% | Sep 2025 |
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| AlTi Global | 95k | $14M | -11% | Sep 2025 |
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| Citadel Advisors | 93k | $13M | -48% | Sep 2025 |
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| Beacon Pointe Advisors | 92k | $13M | -3% | Sep 2025 |
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| Cresset Asset Management | 91k | $13M | 0% | Sep 2025 |
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| Captrust Financial Advisors | 91k | $13M | 0% | Sep 2025 |
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| Moneta Group Investment Advisors | 90k | $13M | 2% | Sep 2025 |
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| Steward Partners Investment Advisory | 88k | $13M | -3% | Sep 2025 |
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| Mml Investors Services | 86k | $12M | -1% | Sep 2025 |
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| JGP Wealth Management | 85k | $12M | -2% | Sep 2025 |
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| MAI Wealth Advisors | 85k | $12M | 1% | Sep 2025 |
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| Davenport & Co | 84k | $12M | 19% | Sep 2025 |
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| CI Private Wealth | 84k | $12M | -6% | Sep 2025 |
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| Goss Wealth Management | 82k | $12M | 5% | Sep 2025 |
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| North Star Investment Management | 78k | $11M | 0% | Sep 2025 |
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| Kovitz Investment Group Partners | 74k | $11M | 102% | Sep 2025 |
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| Allen Investment Management | 73k | $10M | 0% | Sep 2025 |
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| Sterling Investment Advisors | 71k | $10M | 0% | Sep 2025 |
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| Old National Trust Company | 69k | $9.8M | 1% | Sep 2025 |
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| Integrated Wealth Concepts | 68k | $9.7M | 5% | Sep 2025 |
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| White Lighthouse Investment Management | 68k | $9.6M | 1% | Sep 2025 |
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| Pathstone Holdings | 67k | $9.5M | 6% | Sep 2025 |
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| Dumont & Blake Investment Advisors | 66k | $9.3M | 0% | Sep 2025 |
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| Linscomb & Williams | 66k | $9.3M | -3% | Sep 2025 |
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| Td Private Client Wealth | 65k | $9.2M | 7% | Sep 2025 |
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| Pinnacle Financial Group, LLC / IL | 64k | $9.0M | -1% | Sep 2025 |
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| Asset Advisors Investment Management | 63k | $9.0M | -3% | Sep 2025 |
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| Raab & Moskowitz Asset Management | 63k | $9.0M | 6% | Sep 2025 |
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| SOA Wealth Advisors | 63k | $8.9M | -10% | Sep 2025 |
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| Mutual Advisors | 61k | $8.6M | -2% | Sep 2025 |
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| Beaumont Financial Advisors | 61k | $8.6M | -2% | Sep 2025 |
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| First United Bank & Trust | 60k | $8.6M | 1% | Sep 2025 |
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| Miller/Howard Investments | 60k | $8.5M | 0% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 59k | $8.4M | -5% | Sep 2025 |
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| Atlantic Trust | 59k | $8.4M | 1% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 59k | $8.4M | 334% | Sep 2025 |
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| Kingswood Wealth Advisors | 59k | $8.3M | 3% | Sep 2025 |
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| Wealth Management Associates | 59k | $8.3M | 2% | Sep 2025 |
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| Gunma Bank | 57k | $8.1M | 0% | Sep 2025 |
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| Kuehl Shepherd Kozlowski & Associates | 57k | $8.1M | -2% | Sep 2025 |
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| Lee Financial | 55k | $7.8M | -3% | Sep 2025 |
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| Florin Court Capital | 55k | $7.8M | -26% | Sep 2025 |
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| Amarillo National Bank | 55k | $7.8M | -1% | Sep 2025 |
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| CWM | 55k | $7.7M | 5% | Sep 2025 |
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| Sequoia Financial Advisors | 53k | $7.6M | 10% | Sep 2025 |
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| KCM Investment Advisors | 53k | $7.5M | 0% | Sep 2025 |
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| Edgewood Management | 52k | $7.4M | -5% | Sep 2025 |
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| Smithfield Trust Company | 52k | $7.4M | 0% | Sep 2025 |
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| Carret Asset Management | 49k | $6.9M | -1% | Sep 2025 |
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| Citizens Financial Group | 48k | $6.7M | -7% | Sep 2025 |
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| Highland Capital Management | 47k | $6.7M | -1% | Sep 2025 |
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| Glenview Trust | 47k | $6.7M | -3% | Sep 2025 |
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| Vivaldi Capital Management | 46k | $6.5M | -1% | Sep 2025 |
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| Stelac Advisory Services | 46k | $6.5M | 16% | Sep 2025 |
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| Prime Capital Investment Advisors | 46k | $6.5M | -5% | Sep 2025 |
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| Rathbones Brothers | 46k | $6.5M | -1% | Sep 2025 |
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| Oppenheimer & Co | 45k | $6.4M | 3% | Sep 2025 |
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| Capula Management | 45k | $6.4M | 5% | Sep 2025 |
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| Principle Wealth Partners | 43k | $6.1M | 0% | Sep 2025 |
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| IFP Advisors | 43k | $6.1M | -2% | Sep 2025 |
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| J.w. Cole Advisors | 43k | $6.1M | -1% | Sep 2025 |
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| Cornerstone Advisors Asset Management | 43k | $6.1M | 0% | Sep 2025 |
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| IFG Advisory | 43k | $6.1M | 0% | Sep 2025 |
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| Prospera Financial Services | 42k | $6.0M | 33% | Sep 2025 |
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| Callan Family Office | 42k | $5.9M | 6% | Sep 2025 |
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| Burke & Herbert Bank & Trust | 41k | $5.9M | -1% | Sep 2025 |
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| Sontag Advisory | 41k | $5.8M | 5% | Sep 2025 |
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| Jackson, Grant Investment Advisers | 41k | $5.8M | 0% | Sep 2025 |
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| Quantinno Capital Management | 41k | $5.8M | 66% | Sep 2025 |
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| FOCUS Wealth Advisors | 40k | $5.7M | 0% | Sep 2025 |
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| General Re - New England Asset Management | 40k | $5.6M | -10% | Sep 2025 |
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| Eagle Bay Advisors | 39k | $5.5M | 0% | Sep 2025 |
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| Rede Wealth | 39k | $5.5M | 100% | Sep 2025 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 32k | $4.6M | -20% | Sep 2025 |
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| St. Clair Advisors | 31k | $4.3M | -84% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 30k | $4.3M | -31% | Sep 2025 |
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| SPC Financial | 29k | $4.1M | -31% | Sep 2025 |
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| Atria Wealth Solutions | 12k | $1.7M | -69% | Jun 2025 |
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| Wedbush Morgan Securities | 11k | $1.5M | -79% | Sep 2025 |
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| GoalVest Advisory | 5.9k | $832k | -87% | Sep 2025 |
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Who sold out of iShares Dow Jones Select Dividend?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Twin Tree Management | Jun 2025 | 77k | $10M |