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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,289
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
7,279
shares
|
$1.02 Million
0.64% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
7,231
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
7,220
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
7,207
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
7,178
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
7,176
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
7,163
shares
|
$1 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
7,130
shares
|
$999,697
0.55% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
7,128
shares
|
$999,416
0.19% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
7,120
shares
|
$998,295
0.66% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,104
shares
|
$996,051
0.34% of portfolio
|
Q4 2022
Reduced 99.17%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
7,075
shares
|
$991,985
0.31% of portfolio
|
Q3 2025
Added 34.12%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,043
shares
|
$987,499
0.77% of portfolio
|
Q1 2025
Added 34.38%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
7,013
shares
|
$983,292
0.08% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,000
shares
|
$981,470
0.06% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
6,998
shares
|
$981,189
0.35% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
6,992
shares
|
$980,348
0.31% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
6,980
shares
|
$978,665
0.06% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,961
shares
|
$976,001
0.16% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
6,896
shares
|
$966,888
0.24% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
6,890
shares
|
$966,046
0.05% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
6,873
shares
|
$963,663
0.12% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
6,840
shares
|
$959,036
0.07% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
6,825
shares
|
$956,933
0.09% of portfolio
|
Q2 2025
Reduced 7.57%
|