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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
55,540
shares
|
$7.79 Million
3.65% of portfolio
|
Q1 2023
Reduced 36.48%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
55,168
shares
|
$7.74 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Florin Court Capital LLP
|
Nov 03, 2025 Q3 2025 |
54,900
shares
|
$7.7 Million
6.28% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
54,881
shares
|
$7.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
54,540
shares
|
$7.65 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
54,513
shares
|
$7.64 Million
0.02% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
53,411
shares
|
$7.49 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
52,812
shares
|
$7.4 Million
0.24% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,776
shares
|
$7.4 Million
0.16% of portfolio
|
Q3 2022
Added 48.25%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
51,650
shares
|
$7.24 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
49,157
shares
|
$6.89 Million
0.72% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
48,965
shares
|
$6.87 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
48,910
shares
|
$6.86 Million
2.28% of portfolio
|
Q4 2020
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
47,479
shares
|
$6.66 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
47,353
shares
|
$6.64 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
47,227
shares
|
$6.62 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
46,783
shares
|
$6.56 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46,311
shares
|
$6.49 Million
0.94% of portfolio
|
Q2 2025
Added 47.44%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
45,999
shares
|
$6.45 Million
0.03% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
45,630
shares
|
$6.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
45,313
shares
|
$6.35 Million
0.08% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,198
shares
|
$6.34 Million
0.21% of portfolio
|
Q3 2022
Added 2.31%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
44,150
shares
|
$6.19 Million
0.97% of portfolio
|
Q4 2023
Reduced 7.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
44,103
shares
|
$6.18 Million
0.18% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
43,783
shares
|
$6.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.6%
|