ISHARES SELECT DIVIDEND ETF (DVY) Institutional Ownership
DVY is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $8.87M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's DVY position is now estimated to be worth approximately $9.19M, representing an estimated gain of +3.59% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES SELECT DIVIDEND ETF (DVY).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 1 | $8,870,342 | 56,752 |
| Q1 2026 | 2 | $8,571,216 | 56,609 |
| Q4 2025 | 3 | $9,260,498 | 65,612 |
| Q3 2025 | 2 | $7,702,349 | 54,204 |
| Q2 2025 | 3 | $6,814,284 | 51,308 |
| Q1 2025 | 4 | $9,262,705 | 68,975 |
| Q4 2024 | 3 | $9,117,148 | 69,443 |
| Q3 2024 | 3 | $7,186,890 | 53,209 |
| Q2 2024 | 3 | $6,597,465 | 54,533 |
| Q1 2024 | 3 | $6,431,508 | 52,212 |
| Q4 2023 | 3 | $6,199,497 | 52,888 |
| Q3 2023 | 3 | $5,383,621 | 49,992 |
Related DVY Institutional Insights:
- DVY Institutional Ownership & Insiders Activity
- DVY Institutional Ownership & 13F Activity
- DVY Top Institutional Shareholders
- DVY Institutional Buying Activity
- DVY Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- DVY Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings