iShares Trust - iShares Select Dividend ETF
MX ˙ BMV ˙ US4642871689
SecurityMX:DVY / iShares Trust - iShares Select Dividend ETF
InstitutionPrivate Capital Advisors, Inc.
Latest Disclosed Ownership13,975 shares
Latest Disclosed Value $ 2,115,955
Private Capital Advisors, Inc. ownership in DVY / iShares Trust - iShares Select Dividend ETF

On May 12, 2026 - Private Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 13,975 shares of iShares Trust - iShares Select Dividend ETF (MX:DVY) valued at $2,115,955 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 13,975 shares of iShares Trust - iShares Select Dividend ETF. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 2,116 7.25 0.2426
2026-02-09 2025-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 1,972 -0.65 0.2014
2025-11-12 2025-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 1,986 6.95 0.2210
2025-07-30 2025-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 1,856 -1.07 0.2261
2025-05-02 2025-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 1,877 2.29 0.2244
2025-01-21 2024-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 1,835 183,300.00 0.2184
2024-11-04 2024-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 2 0.00 0.2067
2024-08-02 2024-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 2 0.00 0.1883
2024-04-29 2024-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 0 0.00 2 0.00 0.2143
2024-02-13 2023-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 13,975 -9,200 -39.70 2 -50.00 0.2496
2023-11-14 2023-09-30 13F/A-2 ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2 0.00 0.3740
2023-11-13 2023-09-30 13F/A-1 ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 2 0.3740
2023-11-13 2023-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 3 0.4307
2023-07-28 2023-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 3 0.00 0.4307
2023-05-08 2023-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 3 0.00 0.5118
2023-02-08 2022-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 3 -99.92 0.4793
2022-11-04 2022-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,485 -8.87 0.4309
2022-07-21 2022-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,727 -8.15 0.4594
2022-04-22 2022-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,969 4.51 0.4323
2022-02-10 2021-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,841 6.84 0.4532
2021-10-12 2021-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,659 -1.63 0.4427
2021-08-06 2021-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,703 2.23 0.4572
2021-05-03 2021-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,644 18.62 0.4939
2021-01-15 2020-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,229 17.94 0.4497
2020-11-06 2020-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 1,890 1.02 0.4389
2020-07-28 2020-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 1,871 9.80 0.4850
2020-04-15 2020-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 1,704 -30.42 0.5398
2020-01-09 2019-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,449 3.64 0.6005
2019-10-15 2019-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,363 2.43 0.6566
2019-07-18 2019-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,307 1.41 0.6529
2019-04-09 2019-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,275 9.90 0.6884
2019-01-14 2018-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,070 -10.47 0.7421
2018-10-16 2018-09-30 13F/A-1 ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,312 2.08 0.6382
2018-10-12 2018-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,950 775 2,243
2018-07-10 2018-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,265 2.77 0.7097
2018-04-18 2018-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 0 0.00 2,204 -3.50 0.7341
2018-01-12 2017-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,175 -775 -3.24 2,284 1.83 0.7930
2017-10-18 2017-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,950 0 0.00 2,243 1.59 0.7654
2017-07-12 2017-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 23,950 23,950 2,208 4.59 0.7137
2017-04-11 2017-03-31 13F ISHARES SELECT DIVIDEND ETF ETF 464287168 0 0 2,111 2.83 0.6882
2017-01-20 2016-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 0 0 2,053 3.37 0.7028
2016-10-21 2016-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 0 0 1,986 0.51 0.7081
2016-07-21 2016-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 0 0 1,976 4.38 0.7460
2016-04-26 2016-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 0 0 1,893 8.67 0.8439
2016-01-22 2015-12-31 13F ISHARES TR SELECT DIVID ETF 464287168 0 0 1,742 3.32 0.7520
2015-11-06 2015-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 0 0 1,686 -3.21 0.7053
2015-08-06 2015-06-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 0 0 1,742 -3.54 0.5678
2015-04-23 2015-03-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 0 0 1,806 5.49 0.6570
2014-10-10 2014-09-30 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 0 0 1,712 -15.04 0.5541
2014-08-04 2014-06-30 13F ISHARES TR SELECT DIVID ETF 464287168 0 0 2,015 5.00 0.6510
2014-04-23 2014-03-31 13F ISHARES TR SELECT DIVID ETF 464287168 0 -26,175 -100.00 1,919 2.73 0.7302
2014-01-31 2013-12-31 13F ISHARES TR SELECT DIVID ETF FD ETF 464287168 26,175 26,175 1,868 7.60 0.6396
2013-10-18 2013-09-30 13F ISHARES TR SELECT DIVID MF 464287168 0 -26,175 -100.00 1,736 3.64 0.6306
2013-07-24 2013-06-30 13F ISHARES TR SELECT DIVID ETF FD MF 464287168 26,175 26,175 1,675 0.6220
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.