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 |
|---|---|---|---|---|---|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
2,872
shares
|
$407,622
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,870
shares
|
$407,339
0.0% of portfolio
|
Q2 2025
Added 58.3%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,867
shares
|
$406,913
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
2,860
shares
|
$405,919
0.03% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,852
shares
|
$404,784
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,848
shares
|
$404,216
0.19% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,845
shares
|
$403,790
0.03% of portfolio
|
Q2 2024
Reduced 29.91%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
2,840
shares
|
$403,081
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,836
shares
|
$402,513
0.12% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,835
shares
|
$402,371
0.13% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,828
shares
|
$401,378
0.07% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,825
shares
|
$400,952
0.07% of portfolio
|
Q2 2025
Added 112.73%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,819
shares
|
$400,100
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,811
shares
|
$398,965
0.14% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
2,805
shares
|
$398,113
0.19% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,799
shares
|
$397,262
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,795
shares
|
$396,694
0.12% of portfolio
|
Q2 2025
Added 28.56%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,783
shares
|
$394,991
0.27% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,783
shares
|
$394,991
0.02% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
2,777
shares
|
$394,139
0.23% of portfolio
|
Q2 2025
Added 29.04%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,770
shares
|
$393,146
0.02% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
2,768
shares
|
$392,862
0.13% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,764
shares
|
$392,294
0.0% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,755
shares
|
$391,017
0.04% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,755
shares
|
$391,017
0.04% of portfolio
|
Q1 2018
Reduced 44.5%
|