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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
13,600
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,600
shares
|
$1.91 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
13,551
shares
|
$1.9 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,494
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,460
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,361
shares
|
$1.87 Million
0.33% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
13,356
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,337
shares
|
$1.87 Million
0.15% of portfolio
|
Q2 2025
Reduced 65.49%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
13,274
shares
|
$1.86 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
13,250
shares
|
$1.86 Million
0.5% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
13,229
shares
|
$1.85 Million
0.76% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,219
shares
|
$1.85 Million
0.8% of portfolio
|
Q2 2023
Reduced 42.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
13,209
shares
|
$1.85 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
13,121
shares
|
$1.84 Million
1.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
13,021
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
12,932
shares
|
$1.81 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
12,854
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,819
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
12,802
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
12,797
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,786
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
12,637
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,630
shares
|
$1.77 Million
0.11% of portfolio
|
Q2 2022
Reduced 1.94%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,611
shares
|
$1.77 Million
0.68% of portfolio
|
Q1 2024
Reduced 26.75%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
12,434
shares
|
$1.74 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.63%
|