Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,464 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
26,266
shares
|
$3.73 Million
0.14% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
26,083
shares
|
$3.7 Million
0.23% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
25,653
shares
|
$3.64 Million
1.88% of portfolio
|
Q2 2025
Added 57.25%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
25,042
shares
|
$3.55 Million
0.89% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,960
shares
|
$3.54 Million
0.08% of portfolio
|
Q4 2022
Added 1.43%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
24,885
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2025
Added 16.91%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
24,644
shares
|
$3.5 Million
0.06% of portfolio
|
Q2 2025
Added 44.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
24,543
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2025
Added 52.78%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
24,482
shares
|
$3.47 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,474
shares
|
$3.47 Million
1.84% of portfolio
|
Q2 2022
Added 2.33%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
24,075
shares
|
$3.42 Million
0.13% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
24,003
shares
|
$3.41 Million
1.27% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
23,978
shares
|
$3.4 Million
0.07% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
23,797
shares
|
$3.38 Million
1.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
23,773
shares
|
$3.37 Million
0.07% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
23,607
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
23,553
shares
|
$3.34 Million
0.24% of portfolio
|
Q3 2022
Added 42.56%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
23,484
shares
|
$3.33 Million
0.13% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
23,476
shares
|
$3.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
23,470
shares
|
$3.33 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
23,383
shares
|
$3.32 Million
0.11% of portfolio
|
Q2 2025
Added 40.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
23,353
shares
|
$3.31 Million
0.2% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
23,326
shares
|
$3.31 Million
0.02% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
23,043
shares
|
$3.27 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,002
shares
|
$3.26 Million
0.07% of portfolio
|
Q4 2023
Reduced 5.3%
|