Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,453 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
112,251
shares
|
$14.7 Million
0.4% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
110,981
shares
|
$14.5 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
108,284
shares
|
$14.2 Million
3.52% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
107,620
shares
|
$14.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
104,597
shares
|
$13.7 Million
0.09% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
102,827
shares
|
$13.5 Million
2.59% of portfolio
|
Q1 2025
Added 15.67%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
102,063
shares
|
$13.4 Million
1.45% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
99,030
shares
|
$13 Million
1.36% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
98,504
shares
|
$12.9 Million
0.27% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
98,353
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
97,002
shares
|
$12.7 Million
0.13% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
95,707
shares
|
$12.5 Million
0.15% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
93,839
shares
|
$12.3 Million
6.36% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
90,081
shares
|
$11.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,715
shares
|
$11.8 Million
2.58% of portfolio
|
Q4 2022
Added 5.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
88,482
shares
|
$11.6 Million
0.11% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
87,968
shares
|
$11.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
87,499
shares
|
$11.5 Million
0.16% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
87,300
shares
|
$11.4 Million
0.07% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
85,245
shares
|
$11.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
84,180
shares
|
$11 Million
1.49% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
79,854
shares
|
$10.5 Million
0.78% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
77,552
shares
|
$10.2 Million
0.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
76,474
shares
|
$10 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
75,116
shares
|
$9.85 Million
0.26% of portfolio
|
Q1 2025
Reduced 13.26%
|