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 |
|---|---|---|---|---|---|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
15,392
shares
|
$2.18 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
15,338
shares
|
$2.18 Million
0.18% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
15,310
shares
|
$2.17 Million
0.53% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
15,253
shares
|
$2.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
15,248
shares
|
$2.16 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
15,170
shares
|
$2.15 Million
1.4% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
15,166
shares
|
$2.15 Million
0.38% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
15,124
shares
|
$2.15 Million
1.35% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
15,051
shares
|
$2.14 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,982
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
14,962
shares
|
$2.12 Million
0.84% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
14,799
shares
|
$2.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
14,494
shares
|
$2.06 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,488
shares
|
$2.06 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
14,370
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.89%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
14,369
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
14,355
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
14,261
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,257
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
14,158
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
14,124
shares
|
$2 Million
0.26% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,119
shares
|
$2 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
14,111
shares
|
$2 Million
3.77% of portfolio
|
Q1 2024
Reduced 17.71%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,047
shares
|
$1.99 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,992
shares
|
$1.99 Million
0.64% of portfolio
|
Q2 2022
Added 38.92%
|