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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,784
shares
|
$951,184
0.09% of portfolio
|
Q2 2023
Added 1.77%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
6,770
shares
|
$949,221
0.57% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,761
shares
|
$947,959
0.01% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
6,659
shares
|
$933,658
0.42% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
6,651
shares
|
$932,536
0.04% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
6,647
shares
|
$931,975
0.36% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
6,635
shares
|
$930,293
0.17% of portfolio
|
Q3 2025
Reduced 21.86%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
6,634
shares
|
$930,153
0.04% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,624
shares
|
$928,751
0.03% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
6,564
shares
|
$920,338
0.04% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
6,543
shares
|
$917,394
0.06% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
6,541
shares
|
$917,113
0.04% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
6,521
shares
|
$914,309
0.02% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
6,496
shares
|
$910,804
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
|
$907,999
0.07% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
6,453
shares
|
$904,775
0.43% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
6,449
shares
|
$904,214
0.28% of portfolio
|
Q3 2024
Added 163.33%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,435
shares
|
$902,251
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
6,426
shares
|
$900,989
0.15% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
6,400
shares
|
$897,344
0.26% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,389
shares
|
$895,801
0.02% of portfolio
|
Q4 2023
Reduced 12.48%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
6,363
shares
|
$892,156
0.19% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
6,362
shares
|
$892,016
0.05% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
6,356
shares
|
$891,174
0.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,314
shares
|
$885,285
0.09% of portfolio
|
Q2 2025
New holding
|