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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
2,467
shares
|
$350,141
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
2,464
shares
|
$349,715
0.08% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,455
shares
|
$348,438
0.03% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,453
shares
|
$348,154
0.06% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,452
shares
|
$348,012
0.04% of portfolio
|
Q1 2025
Added 1293.18%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,451
shares
|
$347,870
0.25% of portfolio
|
Q4 2022
Added 3.86%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,440
shares
|
$346,309
0.04% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,423
shares
|
$343,896
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
2,422
shares
|
$343,754
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,403
shares
|
$341,057
0.04% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
2,402
shares
|
$340,915
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
2,399
shares
|
$340,490
0.04% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,392
shares
|
$339,496
0.18% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
2,392
shares
|
$339,496
0.01% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,391
shares
|
$339,354
0.04% of portfolio
|
Q3 2022
Reduced 7.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,386
shares
|
$338,644
0.01% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,385
shares
|
$338,503
0.12% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
2,368
shares
|
$336,090
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
2,363
shares
|
$335,380
0.02% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,360
shares
|
$334,954
0.1% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
2,357
shares
|
$334,529
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
2,348
shares
|
$333,251
0.12% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
2,345
shares
|
$332,825
0.17% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,344
shares
|
$332,683
0.26% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
2,342
shares
|
$332,400
0.14% of portfolio
|
Q1 2024
New holding
|