ISHARES INC (DVYE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
193
Reporting holders
$639.7M
Reported value
0.3%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $70.8M | 2,195,734 | 0.00% | 31q | +43.1%+$21.3M |
| MORGAN STANLEY | $47.1M | 1,462,703 | 0.00% | 35q | +27.0%+$10.0M |
| LPL Financial LLC | $40.2M | 1,247,417 | 0.01% | 31q | +19.7%+$6.6M |
| KEYBANK NATIONAL ASSOCIATION/OH | $37.2M | 1,152,807 | 0.12% | 31q | +6.7%+$2.3M |
| Creative Planning | $34.7M | 1,076,340 | 0.02% | 23q | +2.3%+$771.5K |
| UBS Group AG | $33.6M | 1,041,903 | 0.00% | 31q | -1.3%-$429.7K |
| Cresset Asset Management, LLC | $17.6M | 546,864 | 0.06% | 11q | +3.2%+$545.4K |
| Auto-Owners Insurance Co | $16.1M | 500,000 | 0.36% | 15q | -39.0%-$10.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $14.2M | 439,174 | 0.01% | 30q | +156.6%+$8.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.8M | 373,850 | 0.00% | 15q | -30.4%-$6.0M |
| Bank of New York Mellon Corp | $13.0M | 403,261 | 0.00% | 10q | +15.6%+$1.8M |
| Trek Financial, LLC | $12.0M | 372,196 | 0.60% | 7q | +4.3%+$489.6K |
| ROYAL BANK OF CANADA | $10.4M | 323,387 | 0.00% | 31q | +2.5%+$252.7K |
| Proficio Capital Partners LLC | $9.5M | 295,555 | 0.34% | 2q | +91.3%+$4.5M |
| Prentice Wealth Management LLC | $8.6M | 268,158 | 1.78% | 2q | +4.8%+$394.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.6M | 267,953 | 0.02% | 6q | HELD |
| SECURIAN ASSET MANAGEMENT, INC | $8.3M | 250,000 | 0.30% | 31q | HELD |
| OLD MISSION CAPITAL LLC | $7.9M | 246,315 | 0.13% | 5q | +6.2%+$462.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 243,323 | 0.01% | 31q | -1.1%-$88.8K |
| OSAIC HOLDINGS, INC. | $7.8M | 242,898 | 0.01% | 26q | +43.7%+$2.4M |
| Argent Advisors, Inc. | $7.6M | 236,275 | 1.91% | 27q | HELD |
| Beta Wealth Group, Inc. | $7.3M | 225,853 | 2.73% | 4q | +1.3%+$94.5K |
| Revisor Wealth Management LLC | $7.1M | 219,995 | 1.70% | 14q | -2.1%-$152.3K |
| ASSETMARK, INC | $6.8M | 211,881 | 0.01% | 31q | -13.4%-$1.1M |
| Peregrine Asset Advisers, Inc. | $6.4M | 198,446 | 1.39% | 9q | -4.2%-$279.4K |
| CFS Investment Advisory Services, LLC | $6.3M | 194,623 | 0.42% | 8q | -25.6%-$2.2M |
| STIFEL FINANCIAL CORP | $6.0M | 186,016 | 0.00% | 31q | +23.2%+$1.1M |
| JPMORGAN CHASE & CO | $5.9M | 182,154 | 0.00% | 11q | -25.3%-$2.0M |
| RAYMOND JAMES FINANCIAL INC | $5.8M | 179,991 | 0.00% | 7q | +5.0%+$274.9K |
| Cooper Financial Group | $5.8M | 179,966 | 0.48% | 2q | +3.1%+$172.5K |
| CITADEL ADVISORS LLC | $5.6M | 173,944 | 0.00% | 12q | +0.9%+$47.8K |
| MARSHALL WACE, LLP | $5.4M | 168,875 | 0.00% | 6q | -6.6%-$386.8K |
| Pekin Hardy Strauss, Inc. | $5.2M | 160,011 | 0.45% | 5q | +3.0%+$151.5K |
| Mariner, LLC | $5.1M | 159,686 | 0.01% | 18q | -7.8%-$437.5K |
| Crescent Grove Advisors, LLC | $5.1M | 158,296 | 0.43% | 16q | +4.7%+$226.8K |
| ENVESTNET ASSET MANAGEMENT INC | $5.0M | 154,968 | 0.00% | 31q | +14.2%+$621.2K |
| &PARTNERS | $4.5M | 140,425 | 0.02% | 8q | +1.5%+$68.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 130,908 | 0.01% | 11q | +8.1%+$325.2K |
| Grange Capital, LLC | $3.5M | 109,632 | 3.26% | 7q | -2.9%-$107.0K |
| Concord Wealth Partners | $3.3M | 102,299 | 0.38% | 15q | -0.7%-$24.7K |
| STEPHENS INC /AR/ | $3.2M | 100,426 | 0.04% | 14q | +6.2%+$189.1K |
| Concord Asset Management, LLC/VA | $3.2M | 100,138 | 0.50% | 10q | -0.8%-$25.9K |
| Steward Partners Investment Advisory, LLC | $3.2M | 97,963 | 0.02% | 29q | +1.9%+$57.5K |
| Thrive Capital Management, LLC | $3.0M | 93,679 | 0.57% | 5q | +3.1%+$90.5K |
| Cetera Investment Advisers | $2.9M | 90,738 | 0.00% | 25q | -27.1%-$1.1M |
| TRUIST FINANCIAL CORP | $2.7M | 84,594 | 0.00% | 27q | +14.2%+$338.2K |
| NewEdge Advisors, LLC | $2.7M | 83,237 | 0.01% | new | NEW |
| AMERIPRISE FINANCIAL INC | $2.7M | 82,634 | 0.00% | 31q | -60.3%-$4.0M |
| Equitable Holdings, Inc. | $2.7M | 82,222 | 0.02% | 17q | +5.6%+$140.7K |
| Ariadne Wealth Management, LP | $2.3M | 70,841 | 1.01% | 9q | -3.2%-$76.1K |
| Sanctuary Advisors, LLC | $2.2M | 68,090 | 0.01% | 9q | -1.8%-$40.4K |
| D.B. Root & Company, LLC | $2.0M | 61,140 | 0.42% | 3q | +34.9%+$509.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 57,395 | 0.00% | 23q | +8.3%+$142.5K |
| JONES FINANCIAL COMPANIES LLLP | $1.8M | 55,786 | 0.00% | 8q | +95.1%+$877.9K |
| NTV Asset Management LLC | $1.7M | 53,500 | 0.17% | 3q | HELD |
| Bouvel Investment Partners, LLC | $1.7M | 53,449 | 0.39% | new | NEW |
| Baird Financial Group, Inc. | $1.7M | 52,675 | 0.00% | 28q | -3.6%-$62.6K |
| Lido Advisors, LLC | $1.7M | 52,291 | 0.00% | 6q | -0.5%-$9.3K |
| Allianz Asset Management GmbH | $1.7M | 49,000 | 0.00% | 2q | HELD |
| Wealthspire Advisors, LLC | $1.7M | 51,658 | 0.01% | 17q | HELD |
| 180 WEALTH ADVISORS, LLC | $1.7M | 51,640 | 0.17% | 21q | +3.9%+$62.8K |
| Ipsen Advisor Group LLC | $1.6M | 49,938 | 1.04% | 7q | +2.7%+$42.3K |
| DORVAL Corp | $1.6M | 49,675 | 0.46% | 8q | HELD |
| Anson Capital, Inc. | $1.5M | 47,628 | 1.00% | 14q | -28.6%-$616.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.5M | 45,225 | 0.01% | 31q | -4.5%-$69.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.4M | 44,440 | 0.03% | 2q | -22.4%-$414.0K |
| Focus Partners Wealth | $1.4M | 44,422 | 0.00% | 3q | -25.9%-$499.8K |
| Atwater Malick LLC | $1.4M | 43,821 | 0.31% | new | NEW |
| Crestwood Advisors Group, LLC | $1.4M | 43,820 | 0.02% | 10q | -0.7%-$9.6K |
| Rockefeller Capital Management L.P. | $1.4M | 43,755 | 0.00% | 18q | +3.6%+$49.3K |
| Astoria Portfolio Advisors LLC. | $1.4M | 42,967 | 0.23% | 3q | +39.2%+$389.8K |
| Stonebridge Wealth Management, LLC | $1.3M | 41,800 | 1.21% | 3q | +5.2%+$66.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.3M | 40,347 | 0.02% | 9q | +1.2%+$15.2K |
| Wealthfront Advisers LLC | $1.3M | 39,786 | 0.00% | 15q | -24.0%-$404.4K |
| ARMSTRONG ADVISORY GROUP, INC | $1.2M | 37,061 | 0.07% | 5q | +5.8%+$65.9K |
| 10Elms LLP | $1.1M | 34,214 | 0.47% | 7q | +26.7%+$232.5K |
| World Investment Advisors | $1.1M | 31,450 | 0.02% | 8q | HELD |
| TRANSCEND CAPITAL ADVISORS, LLC | $1.0M | 32,500 | 0.07% | new | NEW |
| MAI Capital Management | $1.0M | 31,970 | 0.00% | 6q | +2.9%+$29.4K |
| HANCOCK WHITNEY CORP | $938.9K | 29,132 | 0.02% | 31q | -25.5%-$322.2K |
| D.A. DAVIDSON & CO. | $924.7K | 28,690 | 0.01% | 9q | +1.4%+$12.9K |
| Integrity Advisory Solutions, LLC | $924.3K | 28,678 | 0.10% | 4q | -0.5%-$4.7K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $921.3K | 15,111 | 0.01% | 2q | +61.2%+$349.7K |
| Qube Research & Technologies Ltd | $898.0K | 27,863 | 0.00% | 2q | +50.4%+$300.9K |
| VISTA CAPITAL PARTNERS, INC. | $868.8K | 26,957 | 0.08% | 4q | HELD |
| Cascade Financial Partners, LLC | $858.1K | 26,625 | 0.07% | 10q | HELD |
| CreativeOne Wealth, LLC | $835.7K | 25,928 | 0.02% | 5q | +12.7%+$94.0K |
| Mission Hills Financial Advisory, LLC | $748.7K | 23,230 | 0.33% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $745.0K | 23,116 | 0.00% | new | NEW |
| BARRETT & COMPANY, INC. | $719.9K | 22,337 | 0.20% | 16q | +3.9%+$26.8K |
| SWEENEY & MICHEL, LLC | $707.8K | 20,672 | 0.19% | 12q | +5.7%+$38.1K |
| BCS Private Wealth Management, Inc. | $702.7K | 21,803 | 0.21% | 5q | -9.5%-$73.9K |
| RAELIPSKIE PARTNERSHIP | $668.5K | 20,740 | 0.25% | 11q | HELD |
| PRINCIPAL SECURITIES, INC. | $666.5K | 20,680 | 0.01% | 2q | +28.0%+$145.9K |
| Marble Harbor Investment Counsel, LLC | $657.5K | 20,400 | 0.07% | 15q | HELD |
| Concurrent Investment Advisors, LLC | $657.5K | 20,400 | 0.01% | 11q | HELD |
| IFP Advisors, Inc | $648.4K | 20,117 | 0.01% | 28q | +18.8%+$102.6K |
| Gladstone Institutional Advisory LLC | $593.7K | 18,419 | 0.02% | 5q | +12.8%+$67.2K |
| DAVENPORT & Co LLC | $569.2K | 17,659 | 0.00% | 4q | +10.7%+$54.9K |
| Hyundai Investments Co., Ltd. | $559.3K | 17,311 | 0.61% | 3q | +121.5%+$306.8K |
Showing the largest 100 of 200 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 193 | $639.7M | 19,762,462 | 25 | 80 | 41 | 0.3% |
| Q1 2026 | 191 | $643.2M | 18,684,918 | 31 | 66 | 43 | 0.1% |
| Q4 2025 | 181 | $546.1M | 17,471,155 | 28 | 67 | 35 | 0.1% |
| Q3 2025 | 164 | $505.2M | 17,018,151 | 15 | 71 | 29 | 0.0% |
| Q2 2025 | 153 | $435.6M | 15,188,405 | 18 | 58 | 35 | 0.1% |
| Q1 2025 | 148 | $624.6M | 14,430,050 | 22 | 59 | 30 | 0.0% |
| Q4 2024 | 137 | $323.0M | 12,495,393 | 12 | 44 | 36 | 0.0% |
| Q3 2024 | 137 | $345.5M | 12,039,848 | 10 | 42 | 47 | 0.0% |
| Q2 2024 | 135 | $334.0M | 12,285,363 | 12 | 47 | 36 | 0.0% |
| Q1 2024 | 129 | $368.8M | 14,092,670 | 12 | 35 | 43 | 0.0% |
| Q4 2023 | 132 | $353.5M | 13,351,317 | 22 | 37 | 41 | 0.0% |
| Q3 2023 | 112 | $280.1M | 11,744,852 | 6 | 27 | 41 | 0.1% |
| Q2 2023 | 115 | $286.4M | 11,685,776 | 5 | 43 | 37 | 0.0% |
| Q1 2023 | 116 | $300.0M | 12,200,490 | 18 | 38 | 30 | 0.2% |
| Q4 2022 | 102 | $277.0M | 11,466,370 | 17 | 35 | 28 | 0.1% |
| Q3 2022 | 112 | $225.4M | 10,137,855 | 18 | 39 | 33 | 0.0% |
| Q2 2022 | 127 | $277.9M | 10,429,365 | 10 | 49 | 37 | 0.0% |
| Q1 2022 | 139 | $355.6M | 10,685,058 | 19 | 49 | 41 | 0.1% |
| Q4 2021 | 154 | $417.7M | 10,840,637 | 15 | 65 | 36 | 0.1% |
| Q3 2021 | 145 | $410.0M | 10,543,491 | 16 | 45 | 38 | 0.0% |
| Q2 2021 | 146 | $490.7M | 12,630,088 | 15 | 53 | 38 | 0.0% |
| Q1 2021 | 150 | $480.8M | 12,273,036 | 21 | 58 | 36 | 0.0% |
| Q4 2020 | 136 | $336.3M | 9,023,249 | 17 | 26 | 59 | 0.0% |
| Q3 2020 | 137 | $356.8M | 11,844,449 | 18 | 43 | 41 | 0.0% |
| Q2 2020 | 124 | $347.5M | 11,090,604 | 15 | 31 | 50 | 0.0% |
| Q1 2020 | 125 | $344.0M | 12,226,942 | 25 | 46 | 33 | 0.0% |
| Q4 2019 | 122 | $422.9M | 10,414,823 | 13 | 53 | 25 | 0.0% |
| Q3 2019 | 114 | $350.5M | 9,359,549 | 18 | 37 | 33 | 0.0% |
| Q2 2019 | 111 | $313.1M | 7,679,302 | 7 | 50 | 30 | 0.0% |
| Q1 2019 | 112 | $312.2M | 7,762,388 | 22 | 44 | 25 | 0.0% |
| Q4 2018 | 99 | $327.1M | 8,718,105 | 1 | 4 | 2 | 0.0% |