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 |
|---|---|---|---|---|---|
|
West Tower Group, LLC
Richmond, VA |
Jul 29, 2025 Q2 2025 |
13,000
shares
|
$1.85 Million
3.74% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
12,882
shares
|
$1.83 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
12,852
shares
|
$1.82 Million
0.09% of portfolio
|
Q2 2025
Reduced 39.71%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,843
shares
|
$1.82 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,786
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
12,768
shares
|
$1.81 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
12,702
shares
|
$1.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
12,640
shares
|
$1.79 Million
0.12% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,630
shares
|
$1.79 Million
0.11% of portfolio
|
Q2 2022
Reduced 1.94%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
12,623
shares
|
$1.79 Million
2.65% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
12,622
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,611
shares
|
$1.79 Million
0.68% of portfolio
|
Q1 2024
Reduced 26.75%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,586
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
12,428
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
12,287
shares
|
$1.74 Million
0.07% of portfolio
|
Q2 2025
Added 120.32%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
12,275
shares
|
$1.74 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
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 69.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,248
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,227
shares
|
$1.74 Million
0.33% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
12,072
shares
|
$1.71 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,006
shares
|
$1.7 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
|
$1.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
11,883
shares
|
$1.69 Million
0.32% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
11,835
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,830
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.41%
|