Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,464 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
20,151
shares
|
$2.86 Million
0.09% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
20,056
shares
|
$2.85 Million
1.27% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
20,053
shares
|
$2.85 Million
0.11% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
19,989
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
19,979
shares
|
$2.84 Million
0.75% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
19,910
shares
|
$2.83 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
19,835
shares
|
$2.82 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
19,741
shares
|
$2.8 Million
0.12% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
19,504
shares
|
$2.77 Million
0.26% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
19,350
shares
|
$2.75 Million
0.2% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
19,320
shares
|
$2.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
19,254
shares
|
$2.73 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
19,254
shares
|
$2.73 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
19,151
shares
|
$2.72 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
19,083
shares
|
$2.71 Million
0.13% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
19,014
shares
|
$2.7 Million
6.67% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
18,955
shares
|
$2.69 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
18,915
shares
|
$2.68 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
|
$2.67 Million
0.07% of portfolio
|
Q2 2025
Added 110717.65%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
18,812
shares
|
$2.67 Million
1.91% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
18,785
shares
|
$2.67 Million
0.08% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
18,763
shares
|
$2.66 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
18,689
shares
|
$2.65 Million
0.06% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
18,680
shares
|
$2.65 Million
0.48% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,598
shares
|
$2.64 Million
2.44% of portfolio
|
Q2 2025
Added 96.89%
|