Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,487 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
177,573
shares
|
$25 Million
8.27% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
175,114
shares
|
$24.6 Million
11.75% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
171,155
shares
|
$24.1 Million
4.63% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
162,107
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
160,515
shares
|
$22.6 Million
0.06% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
158,068
shares
|
$22.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
152,140
shares
|
$21.4 Million
0.8% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
152,046
shares
|
$21.4 Million
0.28% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
147,170
shares
|
$20.7 Million
0.06% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
143,998
shares
|
$20.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
140,008
shares
|
$19.7 Million
0.13% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
131,128
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
128,690
shares
|
$18.1 Million
0.29% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
126,997
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
126,753
shares
|
$17.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
125,345
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
123,041
shares
|
$17.3 Million
1.14% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
121,224
shares
|
$17 Million
0.89% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
120,917
shares
|
$17 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
119,054
shares
|
$16.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
117,230
shares
|
$16.5 Million
3.63% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
112,906
shares
|
$15.9 Million
2.63% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
112,686
shares
|
$15.8 Million
0.05% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
111,387
shares
|
$15.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
110,866
shares
|
$15.6 Million
0.08% of portfolio
|
Q2 2025
Added 5.99%
|
|