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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
7,889
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,884
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2025
Added 65.53%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
7,845
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
7,844
shares
|
$1.1 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
7,835
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,776
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.57%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
7,771
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,750
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,715
shares
|
$1.08 Million
0.79% of portfolio
|
Q3 2025
Reduced 24.1%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
7,651
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2025
Added 42.26%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
7,570
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
7,562
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,548
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
7,491
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 28.18%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
7,468
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,467
shares
|
$1.05 Million
0.83% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
7,454
shares
|
$1.05 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
7,436
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,395
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
7,343
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2025
Added 57.64%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
7,337
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
7,336
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
7,329
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
7,322
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2025
Reduced 50.52%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
7,320
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2025
Added 0.41%
|