Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,496 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 $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
14,953
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
14,829
shares
|
$2.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
14,824
shares
|
$2.08 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
14,494
shares
|
$2.03 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,488
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
14,440
shares
|
$2.02 Million
0.53% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,423
shares
|
$2.02 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 08, 2025 Q3 2025 |
14,401
shares
|
$2.02 Million
2.03% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
14,396
shares
|
$2.02 Million
0.07% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
14,369
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
14,286
shares
|
$2 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
14,276
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
14,261
shares
|
$2 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,257
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
14,124
shares
|
$1.98 Million
0.26% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
14,111
shares
|
$1.98 Million
2.98% of portfolio
|
Q1 2024
Reduced 17.71%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
14,059
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,037
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,992
shares
|
$1.96 Million
0.64% of portfolio
|
Q2 2022
Added 38.92%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
13,975
shares
|
$1.96 Million
0.23% of portfolio
|
Q4 2023
Reduced 39.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,914
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
13,831
shares
|
$1.94 Million
0.46% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
13,809
shares
|
$1.94 Million
0.6% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
13,728
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
13,719
shares
|
$1.92 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.83%
|