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 |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
72,973
shares
|
$10.4 Million
0.11% of portfolio
|
Q3 2024
Added 195.7%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
71,166
shares
|
$10.1 Million
2.22% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
70,966
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
69,692
shares
|
$9.89 Million
1.03% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
68,011
shares
|
$9.65 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
67,798
shares
|
$9.62 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
66,928
shares
|
$9.5 Million
1.45% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
65,835
shares
|
$9.34 Million
2.44% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
64,918
shares
|
$9.21 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
64,724
shares
|
$9.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
64,226
shares
|
$9.12 Million
2.93% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
64,007
shares
|
$9.08 Million
0.66% of portfolio
|
Q3 2022
Added 2.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
62,964
shares
|
$8.94 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
62,250
shares
|
$8.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
62,114
shares
|
$8.82 Million
0.22% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
61,821
shares
|
$8.77 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
60,437
shares
|
$8.58 Million
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
60,165
shares
|
$8.54 Million
0.2% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
59,587
shares
|
$8.46 Million
1.91% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,546
shares
|
$8.45 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
59,519
shares
|
$8.45 Million
2.86% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
59,492
shares
|
$8.44 Million
0.26% of portfolio
|
Q2 2025
Reduced 83.06%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
58,321
shares
|
$8.28 Million
0.8% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
57,651
shares
|
$8.18 Million
2.98% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
57,075
shares
|
$8.1 Million
2.47% of portfolio
|
Q2 2025
Added 6.48%
|