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 |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
14,391
shares
|
$2.02 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
14,377
shares
|
$2.02 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
14,369
shares
|
$2.02 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
14,323
shares
|
$2.01 Million
2.03% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
14,289
shares
|
$2.01 Million
0.29% of portfolio
|
Q3 2025
Reduced 99.25%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
14,286
shares
|
$2.01 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,138
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
14,124
shares
|
$1.99 Million
0.26% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
14,111
shares
|
$1.98 Million
2.98% of portfolio
|
Q1 2024
Reduced 17.71%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
14,074
shares
|
$1.98 Million
0.13% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,037
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
14,028
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
14,023
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,992
shares
|
$1.97 Million
0.64% of portfolio
|
Q2 2022
Added 38.92%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
13,975
shares
|
$1.97 Million
0.23% of portfolio
|
Q4 2023
Reduced 39.7%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
13,935
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2025
Added 29.5%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,914
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
13,719
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
13,600
shares
|
$1.91 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
13,551
shares
|
$1.91 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,494
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
13,489
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,460
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
13,452
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
13,404
shares
|
$1.89 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.97%
|
|