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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
43,846
shares
|
$6.22 Million
0.08% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
43,783
shares
|
$6.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
43,429
shares
|
$6.16 Million
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
43,303
shares
|
$6.15 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
43,291
shares
|
$6.14 Million
0.13% of portfolio
|
Q2 2025
Added 27.63%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
43,065
shares
|
$6.11 Million
0.39% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
42,919
shares
|
$6.09 Million
0.3% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
42,864
shares
|
$6.08 Million
1.1% of portfolio
|
Q4 2022
Reduced 14.19%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
41,939
shares
|
$5.95 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
41,828
shares
|
$5.94 Million
1.31% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
41,101
shares
|
$5.83 Million
1.81% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
41,063
shares
|
$5.83 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
40,926
shares
|
$5.81 Million
2.02% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
40,272
shares
|
$5.72 Million
3.06% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
39,939
shares
|
$5.67 Million
0.78% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
39,311
shares
|
$5.58 Million
2.04% of portfolio
|
Q2 2025
Reduced 23.11%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
39,179
shares
|
$5.56 Million
0.16% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
39,140
shares
|
$5.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 73.51%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
38,710
shares
|
$5.49 Million
4.26% of portfolio
|
Q1 2024
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
38,114
shares
|
$5.41 Million
0.02% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,846
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2022
Added 9.88%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
37,328
shares
|
$5.3 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
37,114
shares
|
$5.27 Million
2.85% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
36,895
shares
|
$5.24 Million
1.19% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
36,744
shares
|
$5.22 Million
0.02% of portfolio
|
Q4 2024
Added 28.61%
|