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 |
|---|---|---|---|---|---|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,467
shares
|
$1.06 Million
0.83% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
7,461
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
7,441
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,369
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
7,343
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
7,319
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,290
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,289
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
7,286
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
7,279
shares
|
$1.03 Million
0.64% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
7,264
shares
|
$1.03 Million
0.34% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
7,263
shares
|
$1.03 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
7,258
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,231
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
7,207
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,176
shares
|
$1.02 Million
0.26% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,136
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 153.23%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
7,130
shares
|
$1.01 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,104
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2022
Reduced 99.17%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
7,101
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
7,068
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Reduced 24.68%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
7,057
shares
|
$1 Million
0.06% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
7,051
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,051
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
7,049
shares
|
$1 Million
0.67% of portfolio
|
Q3 2024
New holding
|