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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
110,866
shares
|
$15.7 Million
0.08% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
110,640
shares
|
$15.7 Million
2.52% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
108,866
shares
|
$15.5 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
107,247
shares
|
$15.2 Million
0.05% of portfolio
|
Q2 2025
Added 21.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
106,851
shares
|
$15.2 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
104,661
shares
|
$14.9 Million
2.42% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
103,340
shares
|
$14.7 Million
0.12% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
102,063
shares
|
$14.5 Million
1.45% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
100,616
shares
|
$14.3 Million
1.27% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
98,504
shares
|
$14 Million
0.27% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
97,783
shares
|
$13.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.24%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
95,033
shares
|
$13.5 Million
4.87% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
94,912
shares
|
$13.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
91,094
shares
|
$12.9 Million
0.06% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
90,719
shares
|
$12.9 Million
0.1% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
90,409
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,715
shares
|
$12.7 Million
2.58% of portfolio
|
Q4 2022
Added 5.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
87,896
shares
|
$12.5 Million
0.14% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
86,631
shares
|
$12.3 Million
0.03% of portfolio
|
Q2 2025
Added 157.23%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
86,312
shares
|
$12.3 Million
1.41% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
85,245
shares
|
$12.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
78,272
shares
|
$11.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
77,878
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
76,474
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
73,700
shares
|
$10.5 Million
10.39% of portfolio
|
Q2 2025
Reduced 40.23%
|