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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
230
shares
|
$32,643
0.03% of portfolio
|
Q1 2022
Added 24.32%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
227
shares
|
$32,218
0.03% of portfolio
|
Q4 2024
Reduced 59.32%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
222
shares
|
$31,508
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
221
shares
|
$31,366
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
221
shares
|
$31,366
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
220
shares
|
$31,224
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
216
shares
|
$30,656
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
206
shares
|
$29,237
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
204
shares
|
$28,953
0.0% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
203
shares
|
$28,811
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
203
shares
|
$28,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$28,386
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$28,386
0.01% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
200
shares
|
$28,386
0.01% of portfolio
|
Q2 2025
Reduced 49.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
181
shares
|
$25,689
0.0% of portfolio
|
Q3 2022
Reduced 14.22%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
178
shares
|
$25,263
0.0% of portfolio
|
Q1 2025
Added 52.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
176
shares
|
$24,979
0.0% of portfolio
|
Q1 2023
Reduced 30.71%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
171
shares
|
$24,270
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
170
shares
|
$24,128
0.01% of portfolio
|
Q1 2025
Reduced 66.73%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
167
shares
|
$23,702
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
161
shares
|
$22,850
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
152
shares
|
$21,573
0.01% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150
shares
|
$21,289
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
144
shares
|
$20,437
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
140
shares
|
$19,870
0.01% of portfolio
|
Q3 2021
New holding
|