Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,455 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
7,330
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
7,319
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,290
shares
|
$1 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
7,282
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,278
shares
|
$1 Million
0.77% of portfolio
|
Q4 2024
Added 25.4%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
7,264
shares
|
$998,945
0.34% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
7,264
shares
|
$998,945
0.49% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
7,263
shares
|
$998,807
0.2% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
7,234
shares
|
$994,819
0.13% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,231
shares
|
$994,407
0.12% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
7,207
shares
|
$991,106
0.06% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,136
shares
|
$981,342
0.01% of portfolio
|
Q2 2025
Added 153.23%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,104
shares
|
$976,942
0.34% of portfolio
|
Q4 2022
Reduced 99.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,084
shares
|
$974,191
0.03% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
7,068
shares
|
$971,991
0.09% of portfolio
|
Q4 2024
Reduced 24.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,051
shares
|
$969,653
0.04% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
7,049
shares
|
$969,378
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
7,041
shares
|
$968,278
0.06% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,007
shares
|
$963,602
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
6,980
shares
|
$959,889
0.06% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
6,978
shares
|
$959,614
0.36% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,899
shares
|
$948,750
0.08% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
6,889
shares
|
$947,375
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
6,837
shares
|
$940,224
0.67% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
6,807
shares
|
$936,098
0.14% of portfolio
|
Q1 2025
Reduced 0.58%
|