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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Top investors of iShares Dow Jones Select Dividend stock
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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 8.1M | $1.2B | 100% | Mar 2026 |
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| Morgan Stanley | 6.5M | $987M | 0% | Mar 2026 |
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| Wells Fargo & Company | 3.8M | $577M | 0% | Mar 2026 |
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| Pnc Financial Services | 3.5M | $531M | -1% | Mar 2026 |
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| Northern Trust | 3.1M | $431M | -1% | Dec 2025 |
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| Royal Bank of Canada | 2.7M | $416M | -7% | Mar 2026 |
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| LPL Financial | 1.8M | $271M | 0% | Mar 2026 |
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| Bank of New York Mellon | 1.6M | $244M | -5% | Mar 2026 |
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| Envestnet Asset Management | 1.5M | $225M | 6% | Mar 2026 |
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| Raymond James Financial | 1.2M | $165M | 10% | Dec 2025 |
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| UBS Group | 1.2M | $176M | -2% | Mar 2026 |
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| Us Bancorp | 1.1M | $157M | -2% | Dec 2025 |
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| Branch Banking & Trust Company | 1.1M | $166M | -3% | Mar 2026 |
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| Howard Capital Management | 1.0M | $153M | 0% | Mar 2026 |
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| Citadel Advisors | 783k | $119M | 2484% | Mar 2026 |
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| Bank Of Montreal | 769k | $116M | 100% | Mar 2026 |
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| Goldman Sachs Group | 693k | $105M | 0% | Mar 2026 |
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| Northside Capital Management | 654k | $99M | 0% | Mar 2026 |
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| Fifth Third Bancorp | 646k | $98M | 179% | Mar 2026 |
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| Commonwealth Equity Services | 591k | $89M | -3% | Mar 2026 |
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| Rockefeller Capital Management | 551k | $84M | 9% | Mar 2026 |
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| Cetera Investment Advisers | 540k | $82M | 6% | Mar 2026 |
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| Ameriprise Financial | 504k | $76M | -9% | Mar 2026 |
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| Colony | 466k | $66M | 11% | Dec 2025 |
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| Brian McDonald | 428k | $60M | -1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 413k | $63M | 33% | Mar 2026 |
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| Mariner Wealth Advisors | 396k | $60M | -1% | Mar 2026 |
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| Advisor Group Holdings | 382k | $54M | -13% | Dec 2025 |
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| Susquehanna International | 375k | $53M | 225% | Dec 2025 |
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| HighTower Advisors | 332k | $50M | 0% | Mar 2026 |
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| Creative Planning | 318k | $48M | 3% | Mar 2026 |
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| Amg National Trust Bank | 314k | $48M | 3% | Mar 2026 |
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| Stifel Financial | 312k | $47M | 3% | Mar 2026 |
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| Pinnacle Financial Partners | 300k | $42M | 100% | Dec 2025 |
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| Huntington National Bank | 293k | $41M | 1% | Dec 2025 |
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| CIBC World Markets | 284k | $43M | -1% | Mar 2026 |
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| Commerce Bank N A | 281k | $43M | 2% | Mar 2026 |
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| Sterling Investment Advisors | 266k | $14M | 272% | Mar 2026 |
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| Moment Partners | 259k | $39M | 1% | Mar 2026 |
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| Baird Financial | 256k | $36M | 13% | Dec 2025 |
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| M^T Bank Corporation | 254k | $38M | 3% | Mar 2026 |
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| Charles Schwab Investment Management | 252k | $36M | 101% | Dec 2025 |
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| Glenmede Trust Company | 242k | $37M | 1% | Mar 2026 |
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| Janney Montgomery Scott | 239k | $36M | 8% | Mar 2026 |
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| LBMC Investment Advisors | 229k | $32M | 0% | Dec 2025 |
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| Jane Street | 225k | $34M | -65% | Mar 2026 |
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| Assetmark | 221k | $33M | -1% | Mar 2026 |
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| Private Advisor | 214k | $32M | 12% | Mar 2026 |
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| Ellis Investment Partners | 190k | $29M | 0% | Mar 2026 |
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| Miller/Howard Investments | 184k | $28M | -64% | Mar 2026 |
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| ValMark Advisers | 182k | $28M | 1% | Mar 2026 |
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| Franklin Resources | 180k | $27M | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 177k | $27M | 9% | Mar 2026 |
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| FMR | 169k | $24M | 5% | Dec 2025 |
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| Kestra Advisory Services | 166k | $25M | 42% | Mar 2026 |
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| William Blair $ Company | 165k | $25M | 0% | Mar 2026 |
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| First National Bank & Trust Co Of Newtown | 151k | $23M | -11% | Mar 2026 |
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| Mercer Global Advisors | 151k | $23M | -16% | Mar 2026 |
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| National Bank Of Canada /fi/ | 145k | $21M | 14% | Dec 2025 |
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| G. W. Henssler & Associates | 145k | $22M | -13% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 145k | $20M | 3% | Dec 2025 |
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| Arcus Capital Partners | 142k | $22M | -16% | Mar 2026 |
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| Fifth Third Wealth Advisors | 138k | $21M | -7% | Mar 2026 |
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| HB Wealth Management | 135k | $21M | 1% | Mar 2026 |
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| HPM Partners | 132k | $20M | 3% | Mar 2026 |
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| Yukon Wealth Management | 128k | $19M | -2% | Mar 2026 |
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| Advisory Services Network | 128k | $18M | -1% | Dec 2025 |
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| Trustmark National Bank - Trust Department | 125k | $19M | 3% | Mar 2026 |
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| Capital Investment Advisors | 124k | $19M | 4% | Mar 2026 |
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| Equitable Holdings | 123k | $17M | 14% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 120k | $18M | 1% | Mar 2026 |
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| Round Rock Advisors | 115k | $17M | 3% | Mar 2026 |
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| Cullen Frost Bankers | 110k | $17M | -9% | Mar 2026 |
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| KWMG | 109k | $17M | 3% | Mar 2026 |
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| NTV Asset Management | 106k | $16M | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 106k | $16M | 85% | Mar 2026 |
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| Moneta Group Investment Advisors | 104k | $16M | -1% | Mar 2026 |
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| Davenport & Co | 104k | $16M | 11% | Mar 2026 |
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| Cresset Asset Management | 103k | $16M | 4% | Mar 2026 |
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| Lido Advisors | 101k | $15M | -10% | Mar 2026 |
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| AE Wealth Management | 99k | $15M | 937% | Mar 2026 |
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| Powell Investment Advisors | 99k | $15M | 1% | Mar 2026 |
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| CI Private Wealth | 95k | $14M | -30% | Mar 2026 |
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| Steward Partners Investment Advisory | 94k | $14M | 1% | Mar 2026 |
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| JGP Wealth Management | 92k | $14M | 9% | Mar 2026 |
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| Mml Investors Services | 89k | $14M | -6% | Mar 2026 |
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| Captrust Financial Advisors | 89k | $13M | -2% | Dec 2025 |
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| Beacon Pointe Advisors | 83k | $12M | -10% | Dec 2025 |
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| North Star Investment Management | 83k | $13M | 0% | Mar 2026 |
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| MAI Wealth Advisors | 82k | $12M | -3% | Mar 2026 |
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| AlTi Global | 79k | $12M | 23% | Mar 2026 |
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| Quantinno Capital Management | 76k | $12M | 66% | Mar 2026 |
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| Goss Wealth Management | 76k | $11M | -4% | Mar 2026 |
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| First United Bank & Trust | 75k | $11M | 15% | Mar 2026 |
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| Raab & Moskowitz Asset Management | 74k | $11M | 14% | Mar 2026 |
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| Sanctuary Advisors | 74k | $11M | 0% | Mar 2026 |
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| Allen Investment Management | 73k | $11M | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 73k | $11M | 25% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 72k | $10M | 198% | Dec 2025 |
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| Pathstone Holdings | 71k | $11M | 5% | Mar 2026 |
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| White Lighthouse Investment Management | 70k | $9.9M | 4% | Dec 2025 |
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| Old National Trust Company | 69k | $11M | -21% | Mar 2026 |
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| Twin Tree Management | 68k | $10M | 100% | Mar 2026 |
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| Greenberg Financial Group | 64k | $9.0M | 100% | Dec 2025 |
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| SOA Wealth Advisors | 63k | $9.6M | -3% | Mar 2026 |
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| Kingswood Wealth Advisors | 63k | $9.5M | 3% | Mar 2026 |
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| Td Private Client Wealth | 62k | $9.4M | -3% | Mar 2026 |
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| Asset Advisors Investment Management | 62k | $9.4M | -2% | Mar 2026 |
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| Dumont & Blake Investment Advisors | 62k | $9.3M | -1% | Mar 2026 |
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| IFG Advisors | 61k | $9.3M | -47% | Mar 2026 |
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| Squarepoint Ops | 61k | $9.2M | 537% | Mar 2026 |
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| Wealth Management Associates | 60k | $9.1M | 2% | Mar 2026 |
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| Atlantic Trust | 59k | $8.3M | 0% | Dec 2025 |
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| Pinnacle Financial Group, LLC / IL | 59k | $8.9M | -8% | Mar 2026 |
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| CIBC Bancorp USA | 58k | $8.8M | 100% | Mar 2026 |
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| Beaumont Financial Advisors | 57k | $8.6M | 0% | Mar 2026 |
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| Mutual Advisors | 56k | $8.5M | -8% | Mar 2026 |
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| Sequoia Financial Advisors | 56k | $8.5M | -3% | Mar 2026 |
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| CWM | 54k | $7.7M | 0% | Dec 2025 |
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| Linscomb & Williams | 54k | $8.2M | -16% | Mar 2026 |
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| Amarillo National Bank | 54k | $8.2M | 0% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 54k | $8.2M | -41% | Mar 2026 |
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| Prospera Financial Services | 53k | $8.0M | 20% | Mar 2026 |
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| Stelac Advisory Services | 53k | $8.0M | 16% | Mar 2026 |
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| KCM Investment Advisors | 53k | $8.0M | 0% | Mar 2026 |
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| Edgewood Management | 52k | $7.3M | 0% | Dec 2025 |
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| Smithfield Trust Company | 51k | $7.7M | -1% | Mar 2026 |
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| Oppenheimer & Co | 51k | $7.6M | 3% | Mar 2026 |
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| Lee Financial | 50k | $7.6M | -3% | Mar 2026 |
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| Carret Asset Management | 49k | $6.9M | 0% | Dec 2025 |
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| Kovitz Investment Group Partners | 47k | $7.2M | 5% | Mar 2026 |
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| Glenview Trust | 47k | $7.1M | 0% | Mar 2026 |
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| Prime Capital Investment Advisors | 46k | $7.0M | 3% | Mar 2026 |
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| Callan Family Office | 46k | $7.0M | 0% | Mar 2026 |
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| Kuehl Shepherd Kozlowski & Associates | 46k | $7.0M | -15% | Mar 2026 |
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| GFS Advisors | 46k | $2.6M | 100% | Mar 2026 |
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| Vivaldi Capital Management | 46k | $6.4M | 0% | Dec 2025 |
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| Hartland & Co | 44k | $6.7M | 27% | Mar 2026 |
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| Wealth Quarterback | 44k | $6.6M | -8% | Mar 2026 |
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| IFP Advisors | 43k | $6.6M | 4% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 43k | $6.5M | 0% | Mar 2026 |
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| Principle Wealth Partners | 43k | $6.4M | -1% | Mar 2026 |
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| LMG Wealth Partners | 42k | $6.3M | 5% | Mar 2026 |
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| Highland Capital Management | 41k | $6.3M | -11% | Mar 2026 |
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| Jones Financial Companies, L.L | 41k | $5.8M | 17% | Dec 2025 |
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| Rathbones Brothers | 40k | $6.1M | -1% | Mar 2026 |
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| Fifth Third Securities | 40k | $6.1M | 13% | Mar 2026 |
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| General Re - New England Asset Management | 40k | $6.0M | 0% | Mar 2026 |
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| Daybright Advisory Services | 39k | $6.0M | 100% | Mar 2026 |
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| Citizens Financial Group | 39k | $5.9M | -19% | Mar 2026 |
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| FOCUS Wealth Advisors | 39k | $5.9M | -5% | Mar 2026 |
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| Exchange Traded Concepts | 38k | $5.8M | -18% | Mar 2026 |
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| BlackRock | 29k | $4.3M | -34% | Mar 2026 |
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| IFG Advisory | 1.6k | $249k | -96% | Mar 2026 |
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Who sold out of iShares Dow Jones Select Dividend?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 1.5M | $220M |
| Wealth Enhancement Advisory Services | Dec 2025 | 212k | $31M |
| Sterling Capital Management | Dec 2025 | 48k | $6.8M |
| Gilman Hill Asset Management | Dec 2025 | 48k | $6.8M |
| J.w. Cole Advisors | Dec 2025 | 40k | $4.8M |