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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,534
shares
|
$495,502
0.0% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
3,524
shares
|
$494,100
0.2% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,507
shares
|
$491,716
0.13% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
3,506
shares
|
$491,576
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,505
shares
|
$491,436
0.04% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
3,500
shares
|
$490,735
0.11% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,498
shares
|
$490,454
0.14% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,495
shares
|
$490,033
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,492
shares
|
$489,613
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
3,483
shares
|
$488,351
0.15% of portfolio
|
Q3 2025
Reduced 17.64%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
3,482
shares
|
$488,211
0.15% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,472
shares
|
$486,809
0.18% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
3,454
shares
|
$484,285
0.03% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
3,450
shares
|
$483,724
0.1% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
3,432
shares
|
$481,200
0.23% of portfolio
|
Q3 2020
Reduced 5.45%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
3,421
shares
|
$479,658
0.06% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
3,410
shares
|
$478,116
0.12% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
3,406
shares
|
$477,555
0.33% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,400
shares
|
$476,714
0.04% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,390
shares
|
$475,311
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
3,385
shares
|
$474,610
0.03% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
3,383
shares
|
$474,330
0.34% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
3,380
shares
|
$473,909
0.22% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
3,370
shares
|
$472,507
0.21% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,365
shares
|
$471,806
0.08% of portfolio
|
Q3 2025
Added 0.36%
|