Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,454 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
380,175
shares
|
$51.6 Million
0.12% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
378,463
shares
|
$51.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
353,902
shares
|
$48.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
353,502
shares
|
$48 Million
1.35% of portfolio
|
Q4 2023
Reduced 8.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
302,677
shares
|
$41.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
300,495
shares
|
$40.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
298,992
shares
|
$40.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
298,168
shares
|
$40.5 Million
1.12% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
293,692
shares
|
$39.9 Million
0.04% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
289,981
shares
|
$39.4 Million
0.09% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
287,913
shares
|
$39.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
282,452
shares
|
$38.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
267,631
shares
|
$36.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
260,374
shares
|
$35.4 Million
6.93% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
248,961
shares
|
$33.8 Million
0.18% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
236,158
shares
|
$32.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.86%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
234,371
shares
|
$31.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
231,517
shares
|
$31.4 Million
2.23% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
224,260
shares
|
$30.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
220,281
shares
|
$29.9 Million
0.06% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
211,111
shares
|
$28.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
209,165
shares
|
$28.4 Million
0.05% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
204,265
shares
|
$27.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
202,949
shares
|
$27.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
202,190
shares
|
$27.5 Million
5.79% of portfolio
|
Q1 2025
Reduced 7.09%
|