Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,458 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 $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,840,459
shares
|
$1.07 Billion
0.08% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,297,236
shares
|
$857 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,762,283
shares
|
$512 Million
0.11% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,750,902
shares
|
$510 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,086,874
shares
|
$420 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,060,605
shares
|
$417 Million
0.08% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,897,610
shares
|
$258 Million
0.2% of portfolio
|
Q2 2025
Added 13158.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,697,751
shares
|
$231 Million
0.08% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,612,404
shares
|
$219 Million
0.07% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,473,601
shares
|
$201 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,472,169
shares
|
$200 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,165,722
shares
|
$159 Million
0.23% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,137,906
shares
|
$155 Million
0.19% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,069,697
shares
|
$146 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,050,167
shares
|
$143 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
1,011,427
shares
|
$138 Million
1.72% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
753,003
shares
|
$102 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
718,334
shares
|
$97.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
683,508
shares
|
$93 Million
7.16% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
659,795
shares
|
$89.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
645,214
shares
|
$87.8 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
584,439
shares
|
$79.5 Million
0.05% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
459,678
shares
|
$62.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
450,795
shares
|
$61.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
440,550
shares
|
$60 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.13%
|