Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,495 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 $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
30,471
shares
|
$4.27 Million
0.32% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,425
shares
|
$4.27 Million
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
30,293
shares
|
$4.25 Million
1.89% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
30,268
shares
|
$4.24 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
29,849
shares
|
$4.19 Million
1.51% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
29,622
shares
|
$4.15 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
28,989
shares
|
$4.06 Million
0.08% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,974
shares
|
$4.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
28,968
shares
|
$4.06 Million
0.07% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
28,845
shares
|
$4.04 Million
0.33% of portfolio
|
Q3 2025
Reduced 31.22%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
28,747
shares
|
$4.03 Million
1.67% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
28,587
shares
|
$4.01 Million
2.21% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
28,447
shares
|
$3.99 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,269
shares
|
$3.96 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
28,180
shares
|
$3.95 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
28,154
shares
|
$3.95 Million
2.3% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
27,727
shares
|
$3.89 Million
0.03% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
27,513
shares
|
$3.86 Million
0.02% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
27,374
shares
|
$3.84 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
27,326
shares
|
$3.83 Million
2.51% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
27,289
shares
|
$3.83 Million
0.09% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
27,250
shares
|
$3.82 Million
0.03% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
27,143
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
26,735
shares
|
$3.75 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
26,488
shares
|
$3.71 Million
0.02% of portfolio
|
Q3 2025
Added 12.2%
|