Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,496 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 $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,836
shares
|
$257,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
1,835
shares
|
$257,285
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
1,832
shares
|
$256,864
0.01% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,822
shares
|
$255,462
0.02% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,800
shares
|
$252,378
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,800
shares
|
$252,378
0.14% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,790
shares
|
$250,975
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
1,779
shares
|
$249,433
0.13% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
1,773
shares
|
$248,592
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,772
shares
|
$248,452
0.02% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,769
shares
|
$248,031
0.07% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,766
shares
|
$247,610
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
1,760
shares
|
$246,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,751
shares
|
$245,507
0.0% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,750
shares
|
$245,367
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,745
shares
|
$244,666
0.07% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
1,742
shares
|
$244,245
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,739
shares
|
$243,825
0.02% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
1,731
shares
|
$242,703
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
1,729
shares
|
$242,423
0.12% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,728
shares
|
$242,282
0.02% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,725
shares
|
$241,862
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,721
shares
|
$241,301
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,714
shares
|
$240,319
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,711
shares
|
$239,899
0.02% of portfolio
|
Q1 2025
Reduced 25.96%
|