DVY Institutional Ownership
iShares Select Dividend ETF
1W: -1.1%
1M: -5.9%
3M: -3.4%
YTD: +7.3%
1Y: +8.8%
3Y: +55.0%
5Y: +54.2%
$153.05
+0.34 (+0.22%)
Weekly Expected Move ±1.2%
$149
$151
$153
$155
$157
Overview
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Holdings
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Institutional Ownership — DVY
1,496
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
11B
Total Invested
92
New Positions
448
Increased
520
Reduced
61
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1568 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 7,018,222 | 1.1B | -1,047,691 | -13.0% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 6,569,499 | 1.0B | +50,555 | +0.8% | 60Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 3,865,664 | 592M | +57,437 | +1.5% | 91Q | SEC ↗ |
| 4 | PNC Financial Services Group, Inc. | 3,462,669 | 530M | -44,053 | -1.3% | 15Q | SEC ↗ |
| 5 | NORTHERN TRUST CORP | 3,079,966 | 471M | -26,701 | -0.9% | 89Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 2,697,759 | 413M | -48,677 | -1.8% | 87Q | SEC ↗ |
| 7 | LPL Financial LLC | 1,861,748 | 285M | +69,970 | +3.9% | 54Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 1,607,768 | 246M | +71,051 | +4.6% | 87Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 1,589,062 | 243M | -19,928 | -1.2% | 76Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1,576,255 | 241M | +88,825 | +6.0% | 79Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 1,229,015 | 188M | +44,521 | +3.8% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 1,106,849 | 169M | -56,751 | -4.9% | 47Q | SEC ↗ |
| 13 | US BANCORP \DE | 1,086,066 | 166M | -17,065 | -1.5% | 91Q | SEC ↗ |
| 14 | TRUIST FINANCIAL CORP | 1,085,765 | 166M | -13,259 | -1.2% | 53Q | SEC ↗ |
| 15 | Howard Capital Management, LLC | 1,011,427 | 155M | — | +0.0% | 8Q | SEC ↗ |
| 16 | BANK OF MONTREAL /CAN | 797,353 | 122M | +28,855 | +3.8% | 53Q | SEC ↗ |
| 17 | FIFTH THIRD BANCORP | 658,941 | 101M | +13,257 | +2.1% | 26Q | SEC ↗ |
| 18 | Northside Capital Management, LLC | 651,372 | 100M | -2,576 | -0.4% | 47Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 592,143 | 91M | -100,551 | -14.5% | 15Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 573,403 | 88M | -17,143 | -2.9% | 35Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 572,204 | 88M | +32,282 | +6.0% | 43Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 562,230 | 86M | +10,845 | +2.0% | 34Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 497,660 | 76M | +12,346 | +2.5% | 26Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 492,688 | 75M | -10,984 | -2.2% | 16Q | SEC ↗ |
| 25 | Focus Partners Wealth | 478,071 | 73M | +12,372 | +2.7% | 11Q | SEC ↗ |
| 26 | HUNTINGTON NATIONAL BANK | 330,484 | 51M | +1,069 | +0.3% | 83Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 325,885 | 50M | -5,596 | -1.7% | 69Q | SEC ↗ |
| 28 | AMG National Trust Bank | 320,541 | 49M | +6,595 | +2.1% | 79Q | SEC ↗ |
| 29 | Creative Planning | 318,441 | 49M | +869 | +0.3% | 59Q | SEC ↗ |
| 30 | Mariner, LLC | 318,240 | 49M | -77,721 | -19.6% | 58Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 315,359 | 48M | +3,537 | +1.1% | 49Q | SEC ↗ |
| 32 | Pinnacle Financial Partners, Inc. | 307,307 | 47M | +7,305 | +2.4% | 3Q | SEC ↗ |
| 33 | Sterling Investment Advisors, Ltd. | 305,312 | 47M | +39,312 | +14.8% | 16Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 299,005 | 46M | -113,586 | -27.5% | 75Q | SEC ↗ |
| 35 | CIBC WORLD MARKET INC. | 276,587 | 42M | -6,878 | -2.4% | 34Q | SEC ↗ |
| 36 | COMMERCE BANK | 275,338 | 42M | -5,431 | -1.9% | 87Q | SEC ↗ |
| 37 | Moment Partners, LLC | 270,057 | 41M | +11,229 | +4.3% | 7Q | SEC ↗ |
| 38 | M&T Bank Corp | 251,468 | 38M | -2,309 | -0.9% | 20Q | SEC ↗ |
| 39 | GLENMEDE TRUST CO NA | 249,302 | 38M | +7,173 | +3.0% | 3Q | SEC ↗ |
| 40 | Private Advisor Group, LLC | 249,102 | 38M | +35,247 | +16.5% | 51Q | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 242,437 | 37M | -464 | -0.2% | 45Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC | 240,143 | 37M | +1,362 | +0.6% | 52Q | SEC ↗ |
| 43 | LBMC INVESTMENT ADVISORS, LLC | 231,257 | 35M | +550 | +0.2% | 56Q | SEC ↗ |
| 44 | ASSETMARK, INC | 219,483 | 34M | -1,005 | -0.5% | 52Q | SEC ↗ |
| 45 | FMR LLC | 202,534 | 31M | +8,783 | +4.5% | 66Q | SEC ↗ |
| 46 | HB Wealth Management, LLC | 199,537 | 31M | +64,400 | +47.7% | 19Q | SEC ↗ |
| 47 | Olistico Wealth, LLC | 188,213 | 29M | +186,335 | +9922.0% | 9Q | SEC ↗ |
| 48 | Cambridge Investment Research Advisors | 187,543 | 29M | +10,788 | +6.1% | 83Q | SEC ↗ |
| 49 | FRANKLIN RESOURCES INC | 186,082 | 28M | +6,169 | +3.4% | 22Q | SEC ↗ |
| 50 | Ellis Investment Partners, LLC | 184,501 | 28M | -5,195 | -2.7% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evelyn Partners Group Ltd | 162,484 | 25M |
| Sixth Street Partners Management Co | 140,591 | 22M |
| Qube Research & Technologies Ltd | 113,560 | 17M |
| GTS SECURITIES LLC | 39,690 | 6M |
| J.W. COLE ADVISORS, INC. | 37,924 | 6M |
| Gallagher Capital Advisors, LLC | 31,658 | 5M |
| Maloon Powers Pitre Higgins & Denne | 20,674 | 3M |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,448 | 3M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 17,232 | 3M |
| CANANDAIGUA NATIONAL CORP | 16,155 | 2M |
| Stonebridge Financial Group, LLC/CA | 15,387 | 2M |
| Global Retirement Partners, LLC | 14,343 | 2M |
| Relyea Zuckerberg Hanson LLC | 8,936 | 1M |
| D. E. Shaw & Co., Inc. | 7,043 | 1M |
| TRUST CO OF VERMONT | 6,416 | 982K |
| Thomasville National Bank | 6,258 | 958K |
| Evanson Financial, LLC | 6,192 | 948K |
| MARQUETTE ASSOCIATES, INC. | 5,243 | 802K |
| Nuveen, LLC | 4,954 | 758K |
| Vise Technologies, Inc. | 4,903 | 750K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sterling Capital Management LLC | 48,386 | 7M |
| Gilman Hill Asset Management, LLC | 48,290 | 7M |
| GFS Advisors, LLC | 45,680 | 7M |
| FLOW TRADERS U.S. LLC | 31,840 | 5M |
| Independent Advisor Alliance | 30,025 | 5M |
| EVOKE WEALTH, LLC | 21,354 | 3M |
| Cullen Capital Management, LLC | 21,130 | 3M |
| Banco de Sabadell, S.A | 18,560 | 3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 17,920 | 3M |
| Jump Financial, LLC | 17,162 | 3M |
| Flaharty Asset Management, LLC | 15,384 | 2M |
| Everhart Financial Group, Inc. | 14,552 | 2M |
| Tower Research Capital LLC (TRC) | 14,404 | 2M |
| RENAISSANCE TECHNOLOGIES LLC | 7,400 | 1M |
| PFG Advisors | 6,803 | 1M |
| Capula Management Ltd | 5,889 | 901K |
| Investors Research Corp | 4,296 | 658K |
| READYSTATE ASSET MANAGEMENT LP | 4,015 | 614K |
| Heck Capital Advisors, LLC | 4,000 | 612K |
| TFB Advisors LLC | 3,510 | 537K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Olistico Wealth, LLC | +186,335 | +9922.0% | 188,213 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +125,248 | +816.3% | 140,591 |
| ENVESTNET ASSET MANAGEMENT INC | +88,825 | +6.0% | 1,576,255 |
| JPMORGAN CHASE & CO | +71,051 | +4.6% | 1,607,768 |
| LPL Financial LLC | +69,970 | +3.9% | 1,861,748 |
| HB Wealth Management, LLC | +64,400 | +47.7% | 199,537 |
| WELLS FARGO & COMPANY/MN | +57,437 | +1.5% | 3,865,664 |
| BNP PARIBAS FINANCIAL MARKETS | +57,177 | +54.1% | 162,879 |
| MORGAN STANLEY | +50,555 | +0.8% | 6,569,499 |
| Yukon Wealth Management, Inc. | +46,245 | +36.0% | 174,560 |
| RAYMOND JAMES FINANCIAL INC | +44,521 | +3.8% | 1,229,015 |
| JONES FINANCIAL COMPANIES LLLP | +42,938 | +80.8% | 96,092 |
| Sterling Investment Advisors, Ltd. | +39,312 | +14.8% | 305,312 |
| IFG Advisory, LLC | +35,774 | +2172.1% | 37,421 |
| Private Advisor Group, LLC | +35,247 | +16.5% | 249,102 |
| Integrated Advisors Network LLC | +35,023 | +337.1% | 45,413 |
| Cetera Investment Advisers | +32,282 | +6.0% | 572,204 |
| Arax Advisory Partners | +32,169 | +104.6% | 62,910 |
| BANK OF MONTREAL /CAN | +28,855 | +3.8% | 797,353 |
| Modern Wealth Management, LLC | +26,937 | +1230.0% | 29,127 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -1,047,691 | -13.0% | 7,018,222 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -113,586 | -27.5% | 299,005 |
| GOLDMAN SACHS GROUP INC | -100,551 | -14.5% | 592,143 |
| MYDA Advisors LLC | -85,000 | -32.7% | 175,000 |
| Mariner, LLC | -77,721 | -19.6% | 318,240 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -71,641 | -72.4% | 27,268 |
| UBS Group AG | -56,751 | -4.9% | 1,106,849 |
| ROYAL BANK OF CANADA | -48,677 | -1.8% | 2,697,759 |
| PNC Financial Services Group, Inc. | -44,053 | -1.3% | 3,462,669 |
| MILLER HOWARD INVESTMENTS INC /NY | -33,953 | -18.4% | 150,229 |
| AE Wealth Management LLC | -33,448 | -33.9% | 65,266 |
| NORTHERN TRUST CORP | -26,701 | -0.9% | 3,079,966 |
| MONETA GROUP INVESTMENT ADVISORS LL | -23,695 | -22.8% | 80,417 |
| FIRST AMERICAN TRUST, FSB | -20,592 | -59.7% | 13,900 |
| Kestra Advisory Services, LLC | -20,312 | -12.2% | 145,607 |
| Bank of New York Mellon Corp | -19,928 | -1.2% | 1,589,062 |
| MERCER GLOBAL ADVISORS INC /ADV | -17,461 | -11.6% | 133,522 |
| COMMONWEALTH EQUITY SERVICES, LLC | -17,143 | -2.9% | 573,403 |
| US BANCORP \DE | -17,065 | -1.5% | 1,086,066 |
| IFG Advisors, LLC | -16,253 | -26.6% | 44,952 |