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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
72,984
shares
|
$9.91 Million
0.2% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
72,973
shares
|
$9.91 Million
0.12% of portfolio
|
Q3 2024
Added 195.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
72,079
shares
|
$9.79 Million
0.12% of portfolio
|
Q1 2025
Added 30.86%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
71,628
shares
|
$9.73 Million
0.05% of portfolio
|
Q1 2025
Added 68.27%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
71,166
shares
|
$9.67 Million
2.22% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
70,895
shares
|
$9.63 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
69,692
shares
|
$9.47 Million
1.03% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
67,296
shares
|
$9.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
66,516
shares
|
$9.03 Million
0.11% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
65,885
shares
|
$8.95 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
65,393
shares
|
$8.88 Million
0.93% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
64,585
shares
|
$8.77 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
64,466
shares
|
$8.76 Million
0.05% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
64,340
shares
|
$8.74 Million
3.2% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
64,007
shares
|
$8.69 Million
0.66% of portfolio
|
Q3 2022
Added 2.94%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
63,992
shares
|
$8.69 Million
1.54% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
63,809
shares
|
$8.67 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
61,892
shares
|
$8.41 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
61,821
shares
|
$8.4 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
61,502
shares
|
$8.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
60,447
shares
|
$8.21 Million
0.07% of portfolio
|
Q1 2025
Added 72.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
60,437
shares
|
$8.21 Million
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
60,217
shares
|
$8.18 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
60,165
shares
|
$8.17 Million
0.2% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,546
shares
|
$8.09 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.48%
|