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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
198,306
shares
|
$28.1 Million
5.31% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
195,756
shares
|
$27.8 Million
6.8% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
193,653
shares
|
$27.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
175,376
shares
|
$24.9 Million
0.05% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
173,966
shares
|
$24.7 Million
10.74% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
172,307
shares
|
$24.5 Million
8.19% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
172,093
shares
|
$24.4 Million
4.6% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
156,768
shares
|
$22.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
156,352
shares
|
$22.2 Million
0.01% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
150,600
shares
|
$21.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
145,736
shares
|
$20.7 Million
0.81% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
143,998
shares
|
$20.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
138,387
shares
|
$19.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
133,408
shares
|
$18.9 Million
0.14% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
132,440
shares
|
$18.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
129,405
shares
|
$18.4 Million
0.14% of portfolio
|
Q2 2025
Added 129.74%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
127,928
shares
|
$18.2 Million
0.09% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
126,039
shares
|
$17.9 Million
1.16% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
122,113
shares
|
$17.3 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
121,224
shares
|
$17.2 Million
0.89% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
118,558
shares
|
$16.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
116,318
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.44%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
115,154
shares
|
$16.3 Million
0.26% of portfolio
|
Q2 2025
Added 57.78%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
113,159
shares
|
$16.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
111,320
shares
|
$15.8 Million
3.45% of portfolio
|
Q2 2025
Added 2.8%
|