Stock ownership · SEC 13F · Q4 2025

ISHARES SELECT DIVIDEND

Who owns ISHARES SELECT DIVIDEND (CUSIP 464287168)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$7.2M
Reported value
7
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ISHARES SELECT DIVIDEND ranks #506 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $7.2M as of Q4 2025, with ownership dominated by its top few institutional owners.

7
institutions hold it
$7.2M
reported 13F value
100%
held by top 5
#506
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, ISHARES SELECT DIVIDEND ranks #506 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 464287168 · Q4 2025 $7M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-LIGHT #506/775
  • HOLDERS-FOCUS 7 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH FIFTH THIRD BANCORP
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: FIFTH THIRD BANCORP

Read with: Ownership concentration guide - ISHARES SELECT DIVIDEND's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · ISHARES SELECT DIVIDEND

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

SELECT SECTOR SPDR TR · near$7MALLIANCEBERNSTEIN HLDG L P ·…$7MISHARES TR · near$7MISHARES SELECT DIVIDEND · th…$7MFIFTH THIRD BANCORP · near$7M
Aggregate reported institutional value ($)
Largest institutional holders of ISHARES SELECT DIVIDEND
  1. 1
    MidFirst Bank $3.4M
  2. 2
    Astoria Portfolio Advisors LLC. $1.7M
  3. 3
    Tempo Wealth, LLC $1.4M
  4. 4
    OakTrust Wealth Advisors, LLC $289K
  5. 5
    Anchor Investment Management, LLC $259K
  6. 6
    TD Capital Management LLC $11K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES SELECT DIVIDEND position has fallen from 8 to 7 over the last 8 quarters of 13F filings.

05101520 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 7
Distinct 13F filers holding ISHARES SELECT DIVIDEND, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 MidFirst Bank 24,296 $3.4M 47.9%
2 Astoria Portfolio Advisors LLC. 11,159 $1.7M 24.2%
3 Tempo Wealth, LLC 10,129 $1.4M 20.0%
4 OakTrust Wealth Advisors, LLC 2,048 $289K 4.0%
5 Anchor Investment Management, LLC 1,832 $259K 3.6%
6 TD Capital Management LLC 75 $11K 0.1%
7 Strategic Investment Solutions, Inc. /IL 50 $7K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES SELECT DIVIDEND's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold ISHARES SELECT DIVIDEND?▼
ISHARES SELECT DIVIDEND is held by 7 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ISHARES SELECT DIVIDEND sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, ISHARES SELECT DIVIDEND ranks #506 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ISHARES SELECT DIVIDEND?▼
Institutions report $7.2M of ISHARES SELECT DIVIDEND as of Q4 2025.
How concentrated is ownership of ISHARES SELECT DIVIDEND?▼
The top five institutional holders account for 100% of the reported institutional value in ISHARES SELECT DIVIDEND, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ISHARES SELECT DIVIDEND?▼
MidFirst Bank is the largest reported holder of ISHARES SELECT DIVIDEND with $3.4M across 24,296 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for ISHARES SELECT DIVIDEND: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($7.2M here).

FIFTH THIRD BANCORP $7.1M ISHARES TR $7.2M ALLIANCEBERNSTEIN HLDG L P $7.3M SELECT SECTOR SPDR TR $7.3M

Similar holder count

Nearest stocks by number of disclosing 13F holders (7 here).

AFLAC INC 7 ALNYLAM PHARMACEUTICALS INC 7 AMETEK INC 7 ANALOG DEVICES INC 7

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.