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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
36,653
shares
|
$5.2 Million
0.07% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
35,944
shares
|
$5.1 Million
1.71% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
35,711
shares
|
$5.07 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
35,371
shares
|
$5.02 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
35,227
shares
|
$5 Million
0.25% of portfolio
|
Q2 2025
Reduced 23.44%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
34,938
shares
|
$4.96 Million
2.28% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
34,906
shares
|
$4.95 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
34,851
shares
|
$4.95 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
34,753
shares
|
$4.93 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
34,672
shares
|
$4.92 Million
0.19% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,566
shares
|
$4.91 Million
0.45% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
34,147
shares
|
$4.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
34,070
shares
|
$4.84 Million
0.02% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
33,797
shares
|
$4.8 Million
0.01% of portfolio
|
Q2 2025
Added 162.01%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
33,360
shares
|
$4.73 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
32,985
shares
|
$4.68 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
32,713
shares
|
$4.64 Million
0.36% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
32,681
shares
|
$4.64 Million
0.24% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
32,523
shares
|
$4.62 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
32,218
shares
|
$4.57 Million
0.06% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
32,178
shares
|
$4.57 Million
2.28% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
32,115
shares
|
$4.56 Million
1.55% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
31,852
shares
|
$4.52 Million
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
31,847
shares
|
$4.52 Million
2.09% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
31,847
shares
|
$4.52 Million
2.09% of portfolio
|
Q2 2025
Reduced 2.68%
|