iShares Trust - iShares Select Dividend ETF
MX ˙ BMV ˙ US4642871689
SecurityMX:DVY / iShares Trust - iShares Select Dividend ETF
InstitutionCourage Miller Partners, LLC
Latest Disclosed Ownership2,797 shares
Latest Disclosed Value $ 423,561
Courage Miller Partners, LLC reports 0.18% decrease in ownership of DVY / iShares Trust - iShares Select Dividend ETF

On April 24, 2026 - Courage Miller Partners, LLC filed a 13F-HR form disclosing ownership of 2,797 shares of iShares Trust - iShares Select Dividend ETF (MX:DVY) valued at $423,561 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,802 shares of iShares Trust - iShares Select Dividend ETF. This represents a change in shares of -0.18% 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)
2026-04-24 2026-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 2,797 -5 -0.18 424 7.09 0.1196
2026-01-26 2025-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 2,802 6 0.21 395 -0.50 0.1191
2025-10-22 2025-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 2,796 1 0.04 397 7.01 0.1191
2025-07-25 2025-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 2,795 621 28.56 371 27.49 0.1177
2025-04-29 2025-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 2,174 -2 -0.09 292 2.11 0.0989
2025-01-17 2024-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 2,176 -3 -0.14 286 -3.06 0.0978
2024-10-21 2024-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 2,179 -29 -1.31 294 10.11 0.0989
2024-07-25 2024-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 2,208 0 0.00 267 -1.48 0.0961
2024-04-16 2024-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 2,208 -27 -1.21 272 3.83 0.0941
2024-01-19 2023-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 2,235 -373 -14.30 262 -6.79 0.0991
2023-10-16 2023-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 2,608 -56 -2.10 281 -6.98 0.1151
2023-07-20 2023-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 2,664 -9 -0.34 302 -3.83 0.1257
2023-04-24 2023-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 2,673 -469 -14.93 313 -17.20 0.1326
2023-01-30 2022-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 3,142 -232 -6.88 379 4.42 0.1746
2022-10-19 2022-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 3,374 0 0.00 362 -8.82 0.1825
2022-07-18 2022-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 3,374 -777 -18.72 397 -25.38 0.1885
2022-05-06 2022-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 4,151 -5 -0.12 532 4.52 0.2112
2022-01-19 2021-12-31 13F iShares Select Dividend ETF 464287168 4,156 -18 -0.43 509 6.26 0.1926
2021-11-05 2021-09-30 13F iShares Select Dividend ETF 464287168 4,174 -110 -2.57 479 -4.20 0.1925
2021-07-28 2021-06-30 13F iShares Select Dividend ETF 464287168 4,284 273 6.81 500 9.17 0.2044
2021-04-26 2021-03-31 13F iShares Select Dividend ETF 464287168 4,011 -162 -3.88 458 14.21 0.1989
2021-01-28 2020-12-31 13F iShares Select Dividend ETF 464287168 4,173 397 10.51 401 31.48 0.1843
2020-10-27 2020-09-30 13F iShares Select Dividend ETF 464287168 3,776 0 0.00 305 0.33 0.1639
2020-07-23 2020-06-30 13F iShares Select Dividend ETF 464287168 3,776 3,776 304 0.1634
2020-04-14 2020-03-31 13F iShares Select Dividend ETF 464287168 0 -3,039 -100.00 0 -100.00
2020-01-15 2019-12-31 13F iShares Select Dividend ETF 464287168 3,039 154 5.34 321 9.18 0.1650
2019-10-21 2019-09-30 13F iShares Select Dividend ETF 464287168 2,885 -304 -9.53 294 -7.26 0.1621
2019-07-30 2019-06-30 13F iShares Select Dividend ETF 464287168 3,189 59 1.88 317 3.26 0.1741
2019-05-01 2019-03-31 13F iShares Select Dividend ETF 464287168 3,130 27 0.87 307 10.83 0.1735
2019-01-25 2018-12-31 13F iShares Select Dividend ETF 464287168 3,103 192 6.60 277 -4.48 0.1642
2018-11-06 2018-09-30 13F iShares Select Dividend ETF 464287168 2,911 2 0.07 290 2.11 0.1670
2018-07-30 2018-06-30 13F/A-1 iShares Select Dividend ETF 464287168 2,909 195 7.18 284 10.08 0.1685
2018-07-25 2018-06-30 13F iShares Select Dividend ETF 464287168 2,714 0 258
2018-04-27 2018-03-31 13F iShares Select Dividend ETF 464287168 2,714 98 3.75 258 0.39 0.1564
2018-01-19 2017-12-31 13F iShares Select Dividend ETF 464287168 2,616 -219 -7.72 257 -3.02 0.1558
2017-10-24 2017-09-30 13F iShares Select Dividend ETF 464287168 2,835 -118 -4.00 265 -2.57 0.1658
2017-07-27 2017-06-30 13F iShares Select Dividend ETF 464287168 2,953 2,953 272 0.1791
2017-05-03 2017-03-31 13F iShares Select Dividend ETF 464287168 0 -3,146 -100.00 0 -100.00
2017-01-27 2016-12-31 13F iShares Select Dividend ETF 464287168 3,146 338 12.04 279 15.77 0.1946
2016-11-07 2016-09-30 13F iShares Select Dividend ETF 464287168 2,808 2 0.07 241 0.84 0.1666
2016-08-10 2016-06-30 13F iShares Select Dividend ETF 464287168 2,806 -42 -1.47 239 2.58 0.1708
2016-05-11 2016-03-31 13F iShares Select Dividend ETF 464287168 2,848 12 0.42 233 9.39 0.1631
2016-02-11 2015-12-31 13F iShares Select Dividend ETF 464287168 2,836 2,836 213 0.1472
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.