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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,384
shares
|
$2.33 Million
0.06% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,313
shares
|
$2.32 Million
0.11% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,309
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
16,309
shares
|
$2.31 Million
0.33% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,288
shares
|
$2.31 Million
0.2% of portfolio
|
Q2 2025
Added 161.57%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
16,221
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
16,207
shares
|
$2.3 Million
1.39% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,138
shares
|
$2.29 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
16,066
shares
|
$2.28 Million
0.05% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
16,000
shares
|
$2.27 Million
0.13% of portfolio
|
Q4 2020
Reduced 2.35%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
15,895
shares
|
$2.26 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
15,883
shares
|
$2.25 Million
0.25% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
15,866
shares
|
$2.25 Million
0.2% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
15,863
shares
|
$2.25 Million
0.4% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
15,757
shares
|
$2.24 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
New South Capital Management Inc
Memphis, TN |
Aug 13, 2025 Q2 2025 |
15,680
shares
|
$2.23 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
15,665
shares
|
$2.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
15,593
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
15,568
shares
|
$2.21 Million
0.8% of portfolio
|
Q1 2025
Added 258.71%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
15,485
shares
|
$2.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
15,466
shares
|
$2.2 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
15,455
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
15,444
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
15,440
shares
|
$2.19 Million
0.3% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
15,404
shares
|
$2.19 Million
0.47% of portfolio
|
Q2 2025
Reduced 34.73%
|