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 |
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
35,074
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2025
Added 26.15%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
35,031
shares
|
$4.91 Million
1.66% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
34,906
shares
|
$4.89 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
34,884
shares
|
$4.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
34,675
shares
|
$4.86 Million
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,566
shares
|
$4.85 Million
0.45% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
34,509
shares
|
$4.84 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
34,147
shares
|
$4.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
34,070
shares
|
$4.78 Million
0.02% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
33,557
shares
|
$4.71 Million
2.34% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
33,360
shares
|
$4.68 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
33,108
shares
|
$4.64 Million
0.29% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
32,982
shares
|
$4.62 Million
2.61% of portfolio
|
Q3 2025
Added 149.62%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
32,485
shares
|
$4.55 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
32,330
shares
|
$4.53 Million
0.38% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
32,281
shares
|
$4.53 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
32,273
shares
|
$4.52 Million
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
32,109
shares
|
$4.5 Million
0.65% of portfolio
|
Q3 2025
Reduced 19.6%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
32,017
shares
|
$4.49 Million
0.75% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
31,853
shares
|
$4.47 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
31,690
shares
|
$4.44 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
31,601
shares
|
$4.43 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
31,308
shares
|
$4.39 Million
0.33% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
31,044
shares
|
$4.35 Million
0.31% of portfolio
|
Q3 2025
Added 26.8%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
30,558
shares
|
$4.28 Million
1.93% of portfolio
|
Q3 2025
Added 0.87%
|