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 |
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
68,614
shares
|
$9.62 Million
0.17% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
67,787
shares
|
$9.5 Million
1.47% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
65,662
shares
|
$9.21 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
65,654
shares
|
$9.21 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
64,724
shares
|
$9.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
64,568
shares
|
$9.05 Million
0.21% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
64,007
shares
|
$8.97 Million
0.66% of portfolio
|
Q3 2022
Added 2.94%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
63,595
shares
|
$8.92 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
63,263
shares
|
$8.87 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
62,964
shares
|
$8.83 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
62,755
shares
|
$8.8 Million
0.93% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
61,354
shares
|
$8.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
60,779
shares
|
$8.52 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
60,648
shares
|
$8.5 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
60,437
shares
|
$8.47 Million
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
60,327
shares
|
$8.46 Million
2.92% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
59,779
shares
|
$8.38 Million
0.27% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
59,587
shares
|
$8.35 Million
1.91% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,546
shares
|
$8.35 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
59,301
shares
|
$8.31 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
58,710
shares
|
$8.23 Million
0.5% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
58,647
shares
|
$8.22 Million
2.96% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
57,075
shares
|
$8 Million
2.54% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
56,970
shares
|
$7.99 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55,859
shares
|
$7.83 Million
1.91% of portfolio
|
Q2 2022
Added 43.29%
|