iShares Trust - iShares Select Dividend ETF
MX ˙ BMV ˙ US4642871689
SecurityMX:DVY / iShares Trust - iShares Select Dividend ETF
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership10,872 shares
Latest Disclosed Value $ 1,646,130
Boston Private Wealth Llc reports 7.25% decrease in ownership of DVY / iShares Trust - iShares Select Dividend ETF

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 10,872 shares of iShares Trust - iShares Select Dividend ETF (MX:DVY) valued at $1,646,130 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 11,722 shares of iShares Trust - iShares Select Dividend ETF. This represents a change in shares of -7.25% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 10,872 -850 -7.25 1,646 -0.48 0.1084
2026-02-04 2025-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 11,722 7,013 148.93 1,654 147.23 0.0975
2025-11-06 2025-09-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 4,709 -97 -2.02 669 4.86 0.0360
2025-08-14 2025-06-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 4,806 4,806 638 0.0342
2025-05-14 2025-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 0 -21,863 -100.00 0 -100.00
2025-02-05 2024-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 21,863 21,863 2,870 0.0536
2024-10-18 2024-09-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 0 -26,386 -100.00 0 -100.00
2024-08-06 2024-06-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 26,386 -4,981 -15.88 3,192 -17.37 0.0790
2024-05-15 2024-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 31,367 -2,061 -6.17 3,864 -1.40 0.0861
2024-01-30 2023-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 33,428 -10,775 -24.38 3,918 -17.65 0.0953
2023-10-23 2023-09-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 44,203 -542 -1.21 4,758 -6.14 0.1045
2023-07-24 2023-06-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 44,745 -7,786 -14.82 5,070 -17.64 0.0916
2023-05-12 2023-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 52,531 -3,826 -6.79 6,156 -9.43 0.0860
2023-02-10 2022-12-31 13F iShares Select Dividend ETF ETF 464287168 56,357 2,536 4.71 6,797 17.76 0.0917
2022-11-09 2022-09-30 13F iShares Select Dividend ETF ETF 464287168 53,821 -1,241 -2.25 5,771 -10.93 0.0843
2022-08-16 2022-06-30 13F iShares Select Dividend ETF ETF 464287168 55,062 606 1.11 6,479 -7.15 0.0997
2022-05-13 2022-03-31 13F iShares Select Dividend ETF ETF 464287168 54,456 -509 -0.93 6,978 3.56 0.0935
2022-02-15 2021-12-31 13F iShares Select Dividend ETF ETF 464287168 54,965 -5,475 -9.06 6,738 -2.81 0.1105
2021-11-09 2021-09-30 13F ISHARES TR DJ SEL DIV INX ETF 464287168 60,440 -706 -1.15 6,933 -2.78 0.0891
2021-08-13 2021-06-30 13F iShares Select Dividend ETF ETF 464287168 61,146 -2,098 -3.32 7,131 -1.18 0.0904
2021-05-11 2021-03-31 13F ISHARES TR DJ SEL DIV INX ETF 464287168 63,244 595 0.95 7,216 19.77 0.1005
2021-02-10 2020-12-31 13F iShares Select Dividend ETF 464287168 62,649 -1,682 -2.61 6,025 14.87 0.0884
2020-11-10 2020-09-30 13F iShares Select Dividend ETF 464287168 64,331 -3,813 -5.60 5,245 -4.64 0.0865
2020-08-05 2020-06-30 13F iShares Select Dividend ETF 464287168 68,144 65,474 2,452.21 5,500 2,706.12 0.1022
2020-05-11 2020-03-31 13F ISHARES TR DJ SEL DIV INX ETF 464287168 2,670 -87,017 -97.02 196 -97.93 0.0048
2020-02-13 2019-12-31 13F iShares Select Dividend ETF 464287168 89,687 -2,696 -2.92 9,476 0.62 0.1725
2019-11-01 2019-09-30 13F iShares Select Dividend ETF 464287168 92,383 -7,005 -7.05 9,418 -4.82 0.1875
2019-07-10 2019-06-30 13F iShares Select Dividend ETF 464287168 99,388 99,388 9,895 0.3323
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.