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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
56,816
shares
|
$8.06 Million
0.6% of portfolio
|
Q1 2025
Reduced 47.91%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
56,586
shares
|
$8.03 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55,859
shares
|
$7.93 Million
1.91% of portfolio
|
Q2 2022
Added 43.29%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
55,540
shares
|
$7.88 Million
3.65% of portfolio
|
Q1 2023
Reduced 36.48%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
54,984
shares
|
$7.8 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
54,881
shares
|
$7.79 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
52,812
shares
|
$7.5 Million
0.24% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,776
shares
|
$7.49 Million
0.16% of portfolio
|
Q3 2022
Added 48.25%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
51,959
shares
|
$7.37 Million
0.02% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
51,839
shares
|
$7.36 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
51,199
shares
|
$7.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
50,874
shares
|
$7.22 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
49,157
shares
|
$6.98 Million
0.72% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
48,965
shares
|
$6.95 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
48,910
shares
|
$6.94 Million
2.28% of portfolio
|
Q4 2020
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
48,853
shares
|
$6.93 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
47,872
shares
|
$6.79 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
47,600
shares
|
$6.76 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
46,783
shares
|
$6.64 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46,311
shares
|
$6.57 Million
0.94% of portfolio
|
Q2 2025
Added 47.44%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
45,999
shares
|
$6.53 Million
0.03% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
45,508
shares
|
$6.46 Million
1.54% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,198
shares
|
$6.41 Million
0.21% of portfolio
|
Q3 2022
Added 2.31%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
44,150
shares
|
$6.27 Million
0.97% of portfolio
|
Q4 2023
Reduced 7.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
44,103
shares
|
$6.26 Million
0.18% of portfolio
|
Q2 2025
Added 1.55%
|