Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,454 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
20,312
shares
|
$2.76 Million
0.53% of portfolio
|
Q1 2025
Added 81.26%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
20,289
shares
|
$2.76 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
20,151
shares
|
$2.74 Million
0.09% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
20,056
shares
|
$2.72 Million
1.27% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
20,053
shares
|
$2.72 Million
0.11% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
19,979
shares
|
$2.71 Million
0.75% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
19,967
shares
|
$2.71 Million
1.21% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
19,962
shares
|
$2.71 Million
0.1% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
19,730
shares
|
$2.68 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
19,528
shares
|
$2.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
19,509
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
19,489
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
19,475
shares
|
$2.65 Million
0.04% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
19,347
shares
|
$2.63 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
19,342
shares
|
$2.63 Million
1.07% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
19,254
shares
|
$2.62 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
19,179
shares
|
$2.6 Million
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
19,168
shares
|
$2.6 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
19,014
shares
|
$2.58 Million
7.36% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
18,813
shares
|
$2.56 Million
0.4% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
18,800
shares
|
$2.55 Million
0.14% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
18,770
shares
|
$2.55 Million
0.09% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
18,712
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,701
shares
|
$2.54 Million
0.18% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
18,656
shares
|
$2.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.45%
|