Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,498 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
380,175
shares
|
$53.3 Million
0.12% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
353,502
shares
|
$49.6 Million
1.35% of portfolio
|
Q4 2023
Reduced 8.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
352,044
shares
|
$49.4 Million
0.09% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
344,919
shares
|
$48.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
329,839
shares
|
$46.2 Million
0.06% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
306,318
shares
|
$42.9 Million
1.06% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
302,848
shares
|
$42.5 Million
0.03% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
296,469
shares
|
$41.6 Million
0.04% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
290,418
shares
|
$40.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
288,502
shares
|
$40.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
283,675
shares
|
$39.8 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
253,981
shares
|
$35.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
250,408
shares
|
$35.1 Million
6.29% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
248,961
shares
|
$34.9 Million
0.18% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
241,400
shares
|
$33.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
236,158
shares
|
$33.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.86%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
232,769
shares
|
$32.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
228,942
shares
|
$32.1 Million
2.13% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
227,204
shares
|
$31.9 Million
0.05% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
220,547
shares
|
$30.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
217,362
shares
|
$30.5 Million
0.07% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
207,249
shares
|
$29.1 Million
0.34% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
207,240
shares
|
$29.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
191,452
shares
|
$26.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
190,224
shares
|
$26.7 Million
5.12% of portfolio
|
Q3 2025
Reduced 4.08%
|