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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
8,100
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,062
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
8,049
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 27.32%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
7,957
shares
|
$1.13 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,930
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,921
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,912
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2023
Reduced 6.63%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,893
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
7,889
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,884
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
Added 65.53%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
7,844
shares
|
$1.11 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
7,835
shares
|
$1.11 Million
0.26% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,815
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
7,781
shares
|
$1.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
7,768
shares
|
$1.1 Million
0.25% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,750
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
7,747
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
7,720
shares
|
$1.1 Million
0.38% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
7,664
shares
|
$1.09 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
7,653
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
7,651
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Added 42.26%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
7,562
shares
|
$1.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,548
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
7,532
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
7,491
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 28.18%
|