Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,496 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
12,428
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
12,287
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2025
Added 120.32%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
12,275
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,260
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 69.48%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,248
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
12,237
shares
|
$1.72 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,227
shares
|
$1.71 Million
0.33% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
12,156
shares
|
$1.7 Million
2.82% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
12,151
shares
|
$1.7 Million
0.16% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,006
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
11,953
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
11,947
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
11,835
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,830
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,825
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
11,765
shares
|
$1.65 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
11,675
shares
|
$1.64 Million
0.67% of portfolio
|
Q3 2023
Reduced 31.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,645
shares
|
$1.63 Million
0.14% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,545
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
11,520
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
11,517
shares
|
$1.61 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
11,443
shares
|
$1.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,396
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
11,383
shares
|
$1.6 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
11,357
shares
|
$1.59 Million
0.23% of portfolio
|
Q2 2025
Added 0.04%
|