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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
11,781
shares
|
$1.67 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
11,733
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,704
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
11,703
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
11,677
shares
|
$1.66 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
11,675
shares
|
$1.66 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
|
$1.65 Million
0.14% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
11,517
shares
|
$1.63 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,503
shares
|
$1.63 Million
1.26% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
11,443
shares
|
$1.62 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
11,418
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
11,412
shares
|
$1.62 Million
0.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
11,403
shares
|
$1.62 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,396
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
11,383
shares
|
$1.62 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
11,357
shares
|
$1.61 Million
0.23% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
11,298
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
11,292
shares
|
$1.6 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
11,270
shares
|
$1.6 Million
0.3% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
11,258
shares
|
$1.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
11,234
shares
|
$1.59 Million
1.08% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
11,185
shares
|
$1.59 Million
0.36% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
11,165
shares
|
$1.58 Million
0.16% of portfolio
|
Q2 2022
Added 0.45%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
11,159
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
11,067
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.8%
|