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 |
|---|---|---|---|---|---|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
18,348
shares
|
$2.6 Million
2.37% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
18,345
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
18,282
shares
|
$2.59 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,273
shares
|
$2.59 Million
0.45% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
18,211
shares
|
$2.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
18,095
shares
|
$2.57 Million
0.17% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
17,991
shares
|
$2.55 Million
0.07% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
17,977
shares
|
$2.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
17,968
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
17,965
shares
|
$2.55 Million
0.3% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
17,701
shares
|
$2.51 Million
1.03% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
17,588
shares
|
$2.5 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17,475
shares
|
$2.48 Million
0.22% of portfolio
|
Q2 2021
Reduced 1.36%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,265
shares
|
$2.45 Million
0.47% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
17,170
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
17,075
shares
|
$2.42 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
16,930
shares
|
$2.4 Million
0.37% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
16,815
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
16,809
shares
|
$2.39 Million
0.29% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
16,800
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
16,726
shares
|
$2.37 Million
0.18% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
16,711
shares
|
$2.37 Million
0.76% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
16,598
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
16,508
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2025
Added 230.16%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
16,399
shares
|
$2.33 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.03%
|