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 |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,110
shares
|
$299,472
0.05% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
2,105
shares
|
$298,762
0.0% of portfolio
|
Q2 2025
Reduced 50.82%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
2,097
shares
|
$297,627
0.07% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,093
shares
|
$297,059
0.02% of portfolio
|
Q1 2022
Reduced 8.68%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,088
shares
|
$296,349
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
2,087
shares
|
$296,207
0.01% of portfolio
|
Q2 2024
Reduced 46.83%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
2,085
shares
|
$295,924
0.04% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
2,082
shares
|
$295,498
0.01% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,078
shares
|
$294,930
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,064
shares
|
$292,943
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
2,057
shares
|
$291,950
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,053
shares
|
$291,382
0.06% of portfolio
|
Q2 2024
Reduced 16.37%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,050
shares
|
$290,956
0.0% of portfolio
|
Q3 2024
Reduced 64.93%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
2,050
shares
|
$290,956
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
2,045
shares
|
$290,246
0.02% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
2,045
shares
|
$290,246
0.12% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
2,041
shares
|
$289,679
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,041
shares
|
$289,679
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,041
shares
|
$289,679
0.07% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,040
shares
|
$289,537
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
2,040
shares
|
$289,537
0.04% of portfolio
|
Q2 2025
Added 29.61%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,040
shares
|
$289,537
0.15% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
2,040
shares
|
$289,537
0.1% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,040
shares
|
$289,537
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,034
shares
|
$288,685
0.03% of portfolio
|
Q2 2025
Added 0.39%
|