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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
68,614
shares
|
$9.65 Million
0.17% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
68,130
shares
|
$9.58 Million
0.1% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
67,787
shares
|
$9.53 Million
1.47% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
66,545
shares
|
$9.36 Million
0.04% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
65,662
shares
|
$9.23 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
65,654
shares
|
$9.23 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
65,340
shares
|
$9.19 Million
2.08% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
65,150
shares
|
$9.16 Million
0.97% of portfolio
|
Q4 2025
Added 3.82%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
65,081
shares
|
$9.15 Million
3.04% of portfolio
|
Q4 2025
Added 7.88%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
64,568
shares
|
$9.08 Million
0.21% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
64,007
shares
|
$9 Million
0.66% of portfolio
|
Q3 2022
Added 2.94%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
63,595
shares
|
$8.94 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
63,263
shares
|
$8.9 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
61,354
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
60,779
shares
|
$8.55 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
59,779
shares
|
$8.41 Million
0.27% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,546
shares
|
$8.37 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
59,301
shares
|
$8.34 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
58,940
shares
|
$8.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
58,710
shares
|
$8.26 Million
0.5% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
58,666
shares
|
$8.25 Million
2.88% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
57,075
shares
|
$8.03 Million
2.54% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
56,970
shares
|
$8.01 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
56,680
shares
|
$7.97 Million
0.64% of portfolio
|
Q4 2025
Reduced 6.54%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55,859
shares
|
$7.86 Million
1.91% of portfolio
|
Q2 2022
Added 43.29%
|
|