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 |
|---|---|---|---|---|---|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,043
shares
|
$999,612
0.77% of portfolio
|
Q1 2025
Added 34.38%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
7,041
shares
|
$999,329
0.06% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
6,998
shares
|
$993,226
0.35% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
6,992
shares
|
$992,374
0.31% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
6,980
shares
|
$990,671
0.06% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
6,979
shares
|
$990,529
0.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
6,959
shares
|
$987,690
0.42% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
6,889
shares
|
$977,755
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
6,825
shares
|
$968,672
0.09% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
6,820
shares
|
$967,962
0.13% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,784
shares
|
$962,853
0.09% of portfolio
|
Q2 2023
Added 1.77%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
6,770
shares
|
$960,866
0.57% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
6,647
shares
|
$943,408
0.37% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
6,626
shares
|
$940,428
0.04% of portfolio
|
Q2 2025
Reduced 29.51%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,624
shares
|
$940,144
0.03% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
6,578
shares
|
$933,615
0.06% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
6,564
shares
|
$931,628
0.04% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
6,550
shares
|
$929,641
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
6,521
shares
|
$925,525
0.02% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
6,496
shares
|
$921,977
0.47% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,476
shares
|
$919,138
0.07% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
6,453
shares
|
$915,874
0.43% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
6,449
shares
|
$915,306
0.29% of portfolio
|
Q3 2024
Added 163.33%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,435
shares
|
$913,319
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
6,430
shares
|
$912,609
0.44% of portfolio
|
Q2 2025
Added 2.93%
|