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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
392,838
shares
|
$55.8 Million
0.08% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
388,313
shares
|
$55.1 Million
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
380,175
shares
|
$54 Million
0.12% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
353,502
shares
|
$50.2 Million
1.35% of portfolio
|
Q4 2023
Reduced 8.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
352,044
shares
|
$50 Million
0.09% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
344,919
shares
|
$49 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
313,543
shares
|
$44.5 Million
0.05% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
302,848
shares
|
$43 Million
0.03% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
299,320
shares
|
$42.5 Million
1.05% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
291,796
shares
|
$41.4 Million
0.26% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
289,012
shares
|
$41 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
284,971
shares
|
$40.4 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
281,775
shares
|
$40 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
267,631
shares
|
$38 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
252,936
shares
|
$35.9 Million
6.3% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
248,961
shares
|
$35.3 Million
0.18% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
243,760
shares
|
$34.6 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
236,158
shares
|
$33.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.86%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
232,769
shares
|
$33 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
231,517
shares
|
$32.9 Million
2.23% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
223,334
shares
|
$31.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
216,820
shares
|
$30.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
211,111
shares
|
$30 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
209,165
shares
|
$29.7 Million
0.05% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
204,864
shares
|
$29.1 Million
0.34% of portfolio
|
Q2 2025
Added 0.29%
|