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 |
|---|---|---|---|---|---|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
13,975
shares
|
$1.98 Million
0.23% of portfolio
|
Q4 2023
Reduced 39.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
13,849
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
13,831
shares
|
$1.96 Million
0.46% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
13,718
shares
|
$1.95 Million
0.61% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
13,715
shares
|
$1.95 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
13,688
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
13,634
shares
|
$1.94 Million
0.57% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
13,600
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,600
shares
|
$1.93 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,494
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,460
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
13,432
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Added 22.09%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,361
shares
|
$1.9 Million
0.33% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,337
shares
|
$1.89 Million
0.14% of portfolio
|
Q2 2025
Reduced 65.49%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
13,317
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
13,274
shares
|
$1.88 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
13,229
shares
|
$1.88 Million
0.76% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,219
shares
|
$1.88 Million
0.8% of portfolio
|
Q2 2023
Reduced 42.98%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
13,213
shares
|
$1.88 Million
1.46% of portfolio
|
Q2 2025
Reduced 59.93%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
13,209
shares
|
$1.87 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
13,167
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
13,089
shares
|
$1.86 Million
1.01% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,084
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
13,057
shares
|
$1.85 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
13,021
shares
|
$1.85 Million
0.06% of portfolio
|
Q2 2025
Added 0.28%
|