iShares Trust - iShares Select Dividend ETF
US ˙ NasdaqGM ˙ US4642871689

SecurityDVY / iShares Trust - iShares Select Dividend ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership43,418 shares
Latest Disclosed Value $ 6,573,919
IFP Advisors, Inc reports 3.60% increase in ownership of DVY / iShares Trust - iShares Select Dividend ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 43,418 shares of iShares Trust - iShares Select Dividend ETF (US:DVY) valued at $6,573,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 41,909 shares of iShares Trust - iShares Select Dividend ETF. This represents a change in shares of 3.60% during the quarter. The current value of the position is $6,671,610 USD.

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)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287168 43,418 1,509 3.60 6,574 11.12 0.1363
2026-02-06 2025-12-31 13F ISHARES TR cs 464287168 41,909 -1,265 -2.93 5,915 -3.59 0.1328
2026-02-06 2025-09-30 13F/A-1 ISHARES TR SELECT DIVID ETF cs 464287168 43,174 -929 -2.11 6,135 4.75 0.1593
2025-12-02 2025-09-30 13F ISHARES TR SELECT DIVID ETF cs 464287168 43,174 -929 6,135 0.1582
2025-07-24 2025-06-30 13F I cs 464287168 44,103 672 1.55 5,858 0.43 0.1665
2025-05-05 2025-03-31 13F ISHARES TR cs 464287168 43,431 4,994 12.99 5,833 15.58 0.1798
2025-02-04 2024-12-31 13F ISHARES TR cs 464287168 38,437 21,125 122.03 5,047 115.83 0.1653
2025-02-04 2024-09-30 13F ISHARES TR cs 464287168 17,312 3,006 21.01 2,339 35.14 0.0843
2024-07-30 2024-06-30 13F ISHARES TR cs 464287168 14,306 180 1.27 1,731 -0.57 0.0687
2024-07-30 2024-03-31 13F ISHARES TR cs 464287168 14,126 -1,202 -7.84 1,740 -3.12 0.0763
2024-01-09 2023-12-31 13F ISHARES TR cs 464287168 15,328 -5,667 -26.99 1,797 -20.53 0.0848
2023-10-12 2023-09-30 13F ISHARES TR cs 464287168 20,995 -6,221 -22.86 2,260 -26.69 0.1016
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287168 27,216 -7,008 -20.48 3,084 19.91 0.1289
2023-08-04 2023-06-30 13F ISHARES TR cs 464287168 27,216 -7,008 2,045 0.0946
2023-04-18 2023-03-31 13F ISHARES TR cs 464287168 34,224 -5,155 -13.09 2,571 128,450.00 0.1119
2023-02-07 2022-12-31 13F ISHARES TR cs 464287168 39,379 -60,804 -60.69 3 -99.97 0.0793
2022-11-08 2022-09-30 13F ISHARES TR cs 464287168 100,183 1,610 1.63 7,593 1.84 0.1979
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287168 98,573 0 0.00 7,456 0.00 0.2391
2022-08-12 2022-06-30 13F ISHARES TR SELECT DIVID ETF Stock 464287168 744 -97,829 55 0.0985
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287168 98,573 75,481 326.87 7,456 163.46 0.2391
2022-08-08 2022-03-31 13F ISHARES TR SELECT DIVID ETF Stock 464287168 29,908 6,816 2,255 0.0460
2022-01-12 2021-12-31 13F ISHARES TR SELECT DIVID ETF Stock 464287168 23,092 1,114 5.07 2,830 12.08 0.0553
2021-10-06 2021-09-30 13F ISHARES TR SELECT DIVID ETF Stock 464287168 21,978 -349 -1.56 2,525 -3.00 0.0505
2021-07-13 2021-06-30 13F ISHARES TR SELECT DIVID ETF Stock 464287168 22,327 -81 -0.36 2,603 1.68 0.0539
2021-04-30 2021-03-31 13F ISHARES TR SELECT DIVID ETF Stock 464287168 22,408 -2,456 -9.88 2,560 6.84 0.0498
2021-01-25 2020-12-31 13F ISHARES TR SELECT DIVID ETF Stock 464287168 24,864 1,903 8.29 2,396 28.06 0.0971
2020-10-29 2020-09-30 13F ISHARES TR SELECT DIVID ETF Stock 464287168 22,961 8,849 62.71 1,871 66.31 0.1117
2020-08-05 2020-06-30 13F ISHARES TR SELECT DIVID ETF Stock 464287168 14,112 -2,484 -14.97 1,125 -9.42 0.0892
2020-05-12 2020-03-31 13F ISHARES TR SELECT DIVID ETF Stock 464287168 16,596 -15,750 -48.69 1,242 -63.57 0.1253
2020-01-17 2019-12-31 13F ISHARES TR SELECT DIVID ETF Stock 464287168 32,346 -4,708 -12.71 3,409 -9.43 0.2562
2019-11-07 2019-09-30 13F ISHARES TR SELECT DIVID ETF Stock 464287168 37,054 -10,959 -22.83 3,764 -20.12 0.2522
2019-05-15 2019-03-31 13F ISHARES SELECTDIVIDEND ETF ETF 464287168 48,013 -82,220 -63.13 4,712 -59.21 0.6433
2019-06-03 2018-12-31 13F/A-10 ISHARES DJ SELECT DIVIDEND ETF 464287168 130,233 -20,819 -13.78 11,552 -23.34 0.7041
2019-01-23 2018-12-31 13F ISHARES DJ SELECT DIVIDEND ETF 464287168 130,233 -20,819 11,552 0.7041
2019-06-03 2018-09-30 13F/A-9 ISHARES DJ SELECT DIVIDEND ETF 464287168 151,052 -1,603 -1.05 15,069 1.00 0.6142
2018-10-25 2018-09-30 13F ISHARES DJ SELECT DIVIDEND ETF 464287168 151,052 -1,603 15,069 0.6142
2019-06-03 2018-06-30 13F/A-8 ISHARES DJ SELECT DIVIDEND ETF 464287168 152,655 -38,838 -20.28 14,920 -20.95 0.6274
2018-08-07 2018-06-30 13F ISHARES DJ SELECT DIVIDEND ETF 464287168 152,655 -6,462 14,920
2019-06-03 2018-03-31 13F/A-7 ISHARES SELECT DIVIDEND ETF ETF 464287168 191,493 0 0.00 18,874 0.00 0.8555
2018-05-09 2018-03-31 13F ISHARES DJ SELECT DIVIDEND ETF 464287168 159,117 -32,376 15,135
2019-06-03 2017-12-31 13F/A-6 ISHARES SELECT DIVIDEND ETF ETF 464287168 191,493 -6,266 -3.17 18,874 1.91 0.8555
2018-01-24 2017-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 191,493 -6,266 18,874
2017-10-30 2017-09-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 197,759 -1,757 -0.88 18,520 0.67 0.7354
2019-06-03 2017-06-30 13F/A-5 ISHARES SELECT DIVIDEND ETF ETF 464287168 199,516 21,104 11.83 18,397 13.19 0.7799
2017-07-31 2017-06-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 199,516 21,104 18,397
2019-06-03 2017-03-31 13F/A-4 ISHARES SELECT DIVIDEND ETF ETF 464287168 178,412 11,986 7.20 16,253 10.26 0.7079
2017-04-26 2017-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 178,412 11,986 16,253
2019-06-03 2016-12-31 13F/A-3 ISHARES SELECT DIVIDEND ETF ETF 464287168 166,426 19,441 13.23 14,740 17.03 0.7113
2017-02-14 2016-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 166,426 19,441 14,740
2016-11-04 2016-09-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 146,985 78,573 114.85 12,595 115.89 0.6549
2019-06-03 2016-06-30 13F/A-2 ISHARES SELECT DIVIDEND ETF ETF 464287168 68,412 20,399 42.49 5,834 23.81 0.3257
2016-08-22 2016-06-30 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 68,412 20,399 5,834
2019-06-03 2016-03-31 13F/A-1 ISHARES SELECTDIVIDEND ETF ETF 464287168 48,013 1,182 2.52 4,712 33.90 0.6433
2016-05-02 2016-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 60,604 13,773 4,950
2016-02-11 2015-12-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 46,831 46,831 3,519 0.2362
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.