Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,495 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
16,066
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
16,010
shares
|
$2.24 Million
0.41% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
16,000
shares
|
$2.24 Million
0.14% of portfolio
|
Q4 2020
Reduced 2.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
15,975
shares
|
$2.24 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
15,883
shares
|
$2.23 Million
0.26% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
15,842
shares
|
$2.22 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
15,695
shares
|
$2.2 Million
0.2% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 06, 2025 Q3 2025 |
15,680
shares
|
$2.2 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
15,653
shares
|
$2.19 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
15,593
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
15,568
shares
|
$2.18 Million
0.8% of portfolio
|
Q1 2025
Added 258.71%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
15,488
shares
|
$2.17 Million
0.63% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
15,455
shares
|
$2.17 Million
0.04% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
15,444
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
15,440
shares
|
$2.16 Million
0.29% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
15,405
shares
|
$2.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
15,404
shares
|
$2.16 Million
0.47% of portfolio
|
Q2 2025
Reduced 34.73%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
15,366
shares
|
$2.15 Million
0.53% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
15,309
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
15,260
shares
|
$2.14 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
15,253
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
15,170
shares
|
$2.13 Million
1.4% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
15,166
shares
|
$2.13 Million
0.38% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,982
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
14,961
shares
|
$2.1 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.01%
|