iShares Trust - iShares Select Dividend ETF
MX ˙ BMV ˙ US4642871689
SecurityMX:DVY / iShares Trust - iShares Select Dividend ETF
InstitutionWealthbridge Capital Management, Llc
Latest Disclosed Ownership15,444 shares
Latest Disclosed Value $ 2,338,376
Wealthbridge Capital Management, Llc reports 0.10% decrease in ownership of DVY / iShares Trust - iShares Select Dividend ETF

On April 17, 2026 - Wealthbridge Capital Management, Llc filed a 13F-HR form disclosing ownership of 15,444 shares of iShares Trust - iShares Select Dividend ETF (MX:DVY) valued at $2,338,376 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 15,460 shares of iShares Trust - iShares Select Dividend ETF. This represents a change in shares of -0.10% 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 15,444 -16 -0.10 2,338 7.15 0.5386
2026-01-21 2025-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 15,460 94 0.61 2,182 -0.05 0.4971
2025-11-07 2025-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 15,366 56 0.37 2,184 7.38 0.5124
2025-08-12 2025-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 15,310 162 1.07 2,033 -0.05 0.5156
2025-04-25 2025-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 15,148 -270 -1.75 2,034 0.49 0.5748
2025-02-03 2024-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 15,418 58 0.38 2,024 -2.41 0.5623
2024-10-07 2024-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 15,360 279 1.85 2,075 13.71 0.5927
2024-08-02 2024-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 15,081 648 4.49 1,824 2.64 0.6002
2024-04-30 2024-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 14,433 -46 -0.32 1,778 4.71 0.5987
2024-02-12 2023-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 14,479 230 1.61 1,697 10.70 0.6360
2023-11-08 2023-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 14,249 588 4.30 1,534 -0.90 0.6331
2023-08-01 2023-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,661 -721 -5.01 1,548 -8.19 0.6187
2023-05-11 2023-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 14,382 340 2.42 1,685 -0.47 0.6714
2023-01-31 2022-12-31 13F ISHARES TR ETF 464287168 14,042 111 0.80 1,693 3.29 0.7076
2022-11-14 2022-09-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,931 0 0.00 1,639 0.00 0.6992
2022-08-12 2022-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 13,931 1,515 12.20 1,639 3.02 0.6992
2022-04-15 2022-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 12,416 -138 -1.10 1,591 3.38 0.5949
2022-02-11 2021-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 12,554 93 0.75 1,539 7.62 0.5744
2021-11-12 2021-09-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 12,461 356 2.94 1,430 1.27 0.5340
2021-08-16 2021-06-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 12,105 1,127 10.27 1,412 12.69 0.5137
2021-05-17 2021-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 10,978 65 0.60 1,253 19.33 0.5106
2021-02-12 2020-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 10,913 193 1.80 1,050 20.14 0.4596
2020-11-13 2020-09-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 10,720 -1,491 -12.21 874 -11.36 0.4483
2020-08-14 2020-06-30 13F/A-1 ISHARES SELECT DIVIDEND ETF ETF 464287168 12,211 -317 -2.53 986 7.06 0.5587
2020-08-14 2020-06-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 12,528 0 921 641,838.6832
2020-05-15 2020-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 12,528 384 3.16 921 -28.22 0.6396
2020-02-12 2019-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 12,144 135 1.12 1,283 4.82 0.8307
2019-11-14 2019-09-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 12,009 1,554 14.86 1,224 31.05 0.8812
2019-08-13 2019-06-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 10,455 -829 -7.35 934 -15.86 0.8528
2019-05-15 2019-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 11,284 829 7.93 1,110 18.84 0.7056
2019-02-14 2018-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 10,455 10,455 934 0.7101
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.