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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
43,429
shares
|
$6.09 Million
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
43,303
shares
|
$6.07 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
43,265
shares
|
$6.07 Million
0.39% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
43,057
shares
|
$6.04 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
43,027
shares
|
$6.03 Million
1.07% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
42,919
shares
|
$6.02 Million
0.3% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
42,016
shares
|
$5.89 Million
0.11% of portfolio
|
Q3 2025
Added 33.48%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
41,679
shares
|
$5.84 Million
0.19% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
41,248
shares
|
$5.78 Million
1.32% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
41,101
shares
|
$5.76 Million
1.81% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
41,063
shares
|
$5.76 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
40,852
shares
|
$5.73 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
40,371
shares
|
$5.66 Million
3.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
39,311
shares
|
$5.51 Million
2.04% of portfolio
|
Q2 2025
Reduced 23.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
39,140
shares
|
$5.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 73.51%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
38,710
shares
|
$5.43 Million
4.46% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
38,710
shares
|
$5.43 Million
4.46% of portfolio
|
Q1 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,846
shares
|
$5.31 Million
0.01% of portfolio
|
Q3 2022
Added 9.88%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
37,328
shares
|
$5.23 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
36,985
shares
|
$5.19 Million
2.18% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
36,361
shares
|
$5.1 Million
2.76% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
36,361
shares
|
$5.1 Million
0.92% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
35,944
shares
|
$5.04 Million
1.71% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
35,916
shares
|
$5.04 Million
1.2% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
35,371
shares
|
$4.96 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.07%
|