Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,495 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
19,979
shares
|
$2.8 Million
0.75% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
19,910
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
19,706
shares
|
$2.76 Million
0.08% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
19,691
shares
|
$2.76 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
19,631
shares
|
$2.75 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
19,600
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
19,504
shares
|
$2.73 Million
0.26% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
19,341
shares
|
$2.71 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
19,320
shares
|
$2.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
19,260
shares
|
$2.7 Million
0.97% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
19,019
shares
|
$2.67 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
19,014
shares
|
$2.67 Million
5.86% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
18,955
shares
|
$2.66 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
18,915
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Added 49.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
18,839
shares
|
$2.64 Million
0.07% of portfolio
|
Q2 2025
Added 110717.65%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
18,812
shares
|
$2.64 Million
1.91% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
18,763
shares
|
$2.63 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
18,720
shares
|
$2.62 Million
0.48% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,598
shares
|
$2.61 Million
2.44% of portfolio
|
Q2 2025
Added 96.89%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
18,565
shares
|
$2.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
18,459
shares
|
$2.59 Million
0.07% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
18,348
shares
|
$2.57 Million
2.37% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,273
shares
|
$2.56 Million
0.45% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
18,242
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
18,095
shares
|
$2.54 Million
0.17% of portfolio
|
Q2 2025
Reduced 28.95%
|