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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
2,878
shares
|
$403,524
0.01% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
2,876
shares
|
$403,243
0.17% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,873
shares
|
$402,823
0.04% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
2,872
shares
|
$402,683
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,870
shares
|
$402,402
0.0% of portfolio
|
Q2 2025
Added 58.3%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,867
shares
|
$401,982
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
2,860
shares
|
$401,000
0.03% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
2,852
shares
|
$399,878
0.19% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
2,848
shares
|
$399,318
0.13% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,848
shares
|
$399,318
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,845
shares
|
$398,897
0.03% of portfolio
|
Q2 2024
Reduced 29.91%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
2,840
shares
|
$398,196
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,836
shares
|
$397,635
0.12% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,830
shares
|
$396,794
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,825
shares
|
$396,093
0.07% of portfolio
|
Q2 2025
Added 112.73%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
2,823
shares
|
$395,812
0.02% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
2,805
shares
|
$393,289
0.18% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
2,799
shares
|
$392,447
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,796
shares
|
$392,027
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,785
shares
|
$390,484
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,783
shares
|
$390,204
0.27% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,783
shares
|
$390,204
0.02% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,764
shares
|
$387,540
0.0% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,755
shares
|
$386,278
0.04% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
2,755
shares
|
$386,278
0.04% of portfolio
|
Q1 2018
Reduced 44.5%
|