iShares Trust - iShares Select Dividend ETF
MX ˙ BMV ˙ US4642871689
SecurityMX:DVY / iShares Trust - iShares Select Dividend ETF
InstitutionSummit Wealth Partners, LLC
Latest Disclosed Ownership28,187 shares
Latest Disclosed Value $ 4,267,865
Summit Wealth Partners, LLC reports 74.81% increase in ownership of DVY / iShares Trust - iShares Select Dividend ETF

On April 17, 2026 - Summit Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 28,187 shares of iShares Trust - iShares Select Dividend ETF (MX:DVY) valued at $4,267,865 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 16,124 shares of iShares Trust - iShares Select Dividend ETF. This represents a change in shares of 74.81% 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 TR SELECT DIVID ETF 464287168 28,187 12,063 74.81 4,268 87.56 0.6756
2026-01-27 2025-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 16,124 114 0.71 2,276 0.04 0.4205
2025-10-21 2025-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 16,010 147 0.93 2,275 7.98 0.4106
2025-08-11 2025-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 15,863 4 0.03 2,107 -1.08 0.4018
2025-05-06 2025-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 15,859 2,060 14.93 2,130 17.56 0.4320
2025-01-27 2024-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 13,799 205 1.51 1,812 -1.36 0.3720
2024-10-28 2024-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,594 73 0.54 1,836 12.29 0.3535
2024-09-11 2024-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,521 -225 -1.64 1,636 -3.43 0.3396
2024-09-11 2024-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 13,746 82 0.60 1,693 5.75 0.3610
2024-09-11 2023-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 13,664 -138 -1.00 1,602 7.81 0.3718
2024-09-11 2023-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,802 -434 -3.05 1,486 -7.88 0.3791
2024-09-11 2023-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 14,236 -13 -0.09 1,613 -3.42 0.4044
2024-09-11 2023-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 14,249 -118 -0.82 1,670 -3.64 0.4290
2024-09-11 2022-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 14,367 173 1.22 1,733 13.87 0.4597
2024-09-11 2022-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 14,194 116 0.82 1,522 -8.15 0.4294
2024-09-11 2022-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 14,078 72 0.51 1,657 -7.69 0.4435
2024-09-11 2022-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 14,006 52 0.37 1,795 4.91 0.4063
2024-09-10 2021-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 13,954 71 0.51 1,711 7.41 0.3668
2024-09-10 2021-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,883 483 3.60 1,593 1.92 0.3762
2024-09-10 2021-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,400 -200 -1.47 1,563 0.71 0.3733
2024-09-10 2021-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 13,600 96 0.71 1,552 19.49 0.3978
2024-09-10 2020-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 13,504 -365 -2.63 1,299 14.87 0.3532
2024-09-10 2020-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,869 -4,474 -24.39 1,131 -23.65 0.3400
2024-09-10 2020-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 18,343 -3,169 -14.73 1,481 -6.45 0.4780
2024-09-10 2020-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 21,512 -4,714 -17.97 1,582 -42.91 0.6436
2024-09-09 2019-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 26,226 26,226 2,771 0.9584
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.