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Public ownership evidence

iShares Select Dividend ETF (DVY) Ownership Disclosures

Read DVY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-291,000$156,300None
Cornerstone Financial Management LLC2026-03-312026-08-291,000$151,410None
Cornerstone Financial Management LLC2025-12-312026-08-291,000$141,140None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,130$1,763,197None
Advisors Asset Management, Inc.2022-12-312026-08-28176$21,226None
Corient Private Wealth LP2026-06-302026-08-28100,505$15,708,661None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,621$253,362None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,621$245,436None
Advisors Asset Management, Inc.2024-03-312026-08-27117$14,412None
Advisors Asset Management, Inc.2025-03-312026-08-27178$23,904None
Advisors Asset Management, Inc.2023-09-302026-08-27176$18,945None
Advisors Asset Management, Inc.2025-09-302026-08-27178$25,294None
Advisors Asset Management, Inc.2023-12-312026-08-27117$13,715None
Dakota Wealth Management2025-09-302026-08-278,234$1,170,052None
Dakota Wealth Management2025-12-312026-08-279,066$1,279,551None
Dakota Wealth Management2026-03-312026-08-279,309$1,409,449None
Advisors Asset Management, Inc.2025-06-302026-08-25178$23,640None
Advisors Asset Management, Inc.2024-09-302026-08-22117$15,803None
Advisors Asset Management, Inc.2024-06-302026-08-22117$14,155None
Advisors Asset Management, Inc.2024-12-312026-08-22117$15,361None
Advisors Asset Management, Inc.2025-12-312026-08-22178$25,123None
Advisors Asset Management, Inc.2020-03-312026-08-228,387$616,780None
Rehmann Capital Advisory Group2026-06-302026-08-218,789$1,382,424None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-212,333$364,710None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21460$71,898None
Kingsview Wealth Management, LLC2026-06-302026-08-205,002$781,812None
Fox Hill Wealth Management2026-06-302026-08-2010,715$1,674,818None
Archer Investment Corp2026-06-302026-08-207,758$1,212,601None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,958$306,036None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2021,454$3,353,267None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20133,522$20,869,554None
Sankala Group LLC2026-06-302026-08-1931,801$5,259,274None
Beacon Pointe Advisors, LLC2026-06-302026-08-1994,578$14,782,593None
Strait & Sound Wealth Management LLC2026-06-302026-08-19200$31,260Put
Strait & Sound Wealth Management LLC2026-06-302026-08-196,361$994,224None
Orion Capital Management LLC2026-06-302026-08-192,130$332,919None
Nest Investments, LLC2026-03-312026-08-199,984$1,511,665None
Nest Investments, LLC2025-12-312026-08-199,367$1,322,063None
Glenview Trust Co2026-06-302026-08-192,021$315,882None
Glenview Trust Co2026-06-302026-08-1944,942$7,024,434None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19311$49,000None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-192,385$372,775None
Reality Financial Planning Services, LLC2026-06-302026-08-186,294$983,752None
Strive Financial Group ,LLC2026-06-302026-08-18282$44,095None
Coastal Bridge Advisors, LLC2026-06-302026-08-182,503$391,201None
Yukon Wealth Management, Inc.2026-06-302026-08-18174,560$27,283,789None
Corient Private Wealth LP2026-06-302026-08-18101,566$15,875,479None
Old North State Trust, LLC2026-06-302026-08-188,228$1,286,000None
Pure Financial Advisors, LLC2026-06-302026-08-182,351$367,413None
Transamerica Financial Advisors, LLC2026-06-302026-08-18206$32,197None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.