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 |
|---|---|---|---|---|---|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
2,340
shares
|
$332,116
0.22% of portfolio
|
Q2 2023
Added 20.12%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,335
shares
|
$331,406
0.12% of portfolio
|
Q2 2025
Reduced 87.97%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,333
shares
|
$331,122
0.01% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,331
shares
|
$330,838
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
2,329
shares
|
$330,554
0.12% of portfolio
|
Q3 2021
Reduced 3.08%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,321
shares
|
$329,419
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
2,318
shares
|
$328,993
0.16% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
2,317
shares
|
$328,851
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
2,316
shares
|
$328,709
0.06% of portfolio
|
Q2 2025
Reduced 54.36%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,305
shares
|
$327,148
0.07% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
2,298
shares
|
$326,155
0.08% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
2,285
shares
|
$324,310
0.31% of portfolio
|
Q4 2022
Reduced 11.61%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
2,280
shares
|
$323,600
0.01% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
2,275
shares
|
$322,890
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,268
shares
|
$321,897
0.01% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,266
shares
|
$321,613
0.04% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,263
shares
|
$321,187
0.22% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,260
shares
|
$320,761
0.01% of portfolio
|
Q4 2023
Reduced 11.13%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,256
shares
|
$320,194
0.02% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,253
shares
|
$319,768
0.02% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
2,250
shares
|
$319,342
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
2,249
shares
|
$319,200
0.01% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,245
shares
|
$318,632
0.02% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,242
shares
|
$318,207
0.15% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
2,240
shares
|
$317,923
0.03% of portfolio
|
Q2 2024
Reduced 28.62%
|