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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
31,477
shares
|
$4.47 Million
0.08% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
30,764
shares
|
$4.37 Million
0.61% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,425
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
30,339
shares
|
$4.31 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
30,293
shares
|
$4.3 Million
1.89% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
29,709
shares
|
$4.22 Million
0.31% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
28,989
shares
|
$4.11 Million
0.08% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,974
shares
|
$4.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
28,740
shares
|
$4.08 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
28,587
shares
|
$4.06 Million
2.15% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
28,571
shares
|
$4.06 Million
1.7% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
28,447
shares
|
$4.04 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,269
shares
|
$4.01 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
27,841
shares
|
$3.95 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
27,803
shares
|
$3.95 Million
0.0% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
27,513
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
27,374
shares
|
$3.89 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
27,326
shares
|
$3.88 Million
2.51% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
27,273
shares
|
$3.87 Million
2.45% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
27,143
shares
|
$3.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
27,096
shares
|
$3.85 Million
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
26,735
shares
|
$3.79 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
26,650
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
26,421
shares
|
$3.75 Million
2.19% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
26,420
shares
|
$3.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.85%
|