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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
108,036
shares
|
$15.2 Million
2.54% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
105,927
shares
|
$14.9 Million
1.27% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
105,686
shares
|
$14.9 Million
1.63% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
105,492
shares
|
$14.8 Million
0.12% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
102,063
shares
|
$14.4 Million
1.45% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
99,950
shares
|
$14.1 Million
0.35% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
95,570
shares
|
$13.4 Million
4.9% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
95,401
shares
|
$13.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
93,269
shares
|
$13.1 Million
0.07% of portfolio
|
Q4 2025
Added 10.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
91,895
shares
|
$12.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
91,015
shares
|
$12.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
90,619
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,715
shares
|
$12.6 Million
2.58% of portfolio
|
Q4 2022
Added 5.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
89,558
shares
|
$12.6 Million
0.1% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
88,219
shares
|
$12.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
85,892
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
84,450
shares
|
$11.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
84,380
shares
|
$11.9 Million
1.26% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
83,926
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
81,831
shares
|
$11.5 Million
0.06% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
78,249
shares
|
$11 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
76,474
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
74,395
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2025
Added 102.47%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
72,973
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2024
Added 195.7%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
71,278
shares
|
$10 Million
2.22% of portfolio
|
Q3 2025
Added 0.16%
|
|