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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
190,224
shares
|
$26.7 Million
5.12% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
175,376
shares
|
$24.6 Million
0.05% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
175,114
shares
|
$24.6 Million
11.75% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
172,307
shares
|
$24.2 Million
8.19% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
171,155
shares
|
$24 Million
4.63% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
156,768
shares
|
$22 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
156,352
shares
|
$21.9 Million
0.01% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
152,140
shares
|
$21.3 Million
0.8% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
152,046
shares
|
$21.3 Million
0.28% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
143,998
shares
|
$20.2 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
138,387
shares
|
$19.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
133,408
shares
|
$18.7 Million
0.14% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
131,128
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
127,928
shares
|
$17.9 Million
0.09% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
126,753
shares
|
$17.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
126,039
shares
|
$17.7 Million
1.16% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
125,345
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
121,224
shares
|
$17 Million
0.89% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
120,917
shares
|
$17 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
118,558
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
117,230
shares
|
$16.4 Million
3.63% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
115,154
shares
|
$16.1 Million
0.26% of portfolio
|
Q2 2025
Added 57.78%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
112,906
shares
|
$15.8 Million
2.63% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
111,387
shares
|
$15.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
110,866
shares
|
$15.5 Million
0.08% of portfolio
|
Q2 2025
Added 5.99%
|