Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,490 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
26,790
shares
|
$3.77 Million
0.21% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
26,488
shares
|
$3.73 Million
0.02% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
26,147
shares
|
$3.68 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
26,081
shares
|
$3.67 Million
0.1% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
25,912
shares
|
$3.64 Million
1.83% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
25,888
shares
|
$3.64 Million
2.35% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,960
shares
|
$3.51 Million
0.08% of portfolio
|
Q4 2022
Added 1.43%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
24,724
shares
|
$3.48 Million
1.09% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,474
shares
|
$3.44 Million
1.84% of portfolio
|
Q2 2022
Added 2.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
24,256
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
23,894
shares
|
$3.36 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
23,781
shares
|
$3.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
23,743
shares
|
$3.34 Million
0.85% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
23,729
shares
|
$3.34 Million
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
23,644
shares
|
$3.33 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
23,603
shares
|
$3.32 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
23,553
shares
|
$3.31 Million
0.24% of portfolio
|
Q3 2022
Added 42.56%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
23,502
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
23,490
shares
|
$3.3 Million
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
23,458
shares
|
$3.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
23,326
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
23,309
shares
|
$3.28 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
23,185
shares
|
$3.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,002
shares
|
$3.24 Million
0.07% of portfolio
|
Q4 2023
Reduced 5.3%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
22,975
shares
|
$3.23 Million
1.71% of portfolio
|
Q3 2025
Added 3.93%
|
|