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 |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
16,467
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
16,451
shares
|
$2.23 Million
0.04% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
16,314
shares
|
$2.22 Million
1.35% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,313
shares
|
$2.22 Million
0.11% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,309
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
16,301
shares
|
$2.21 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
16,076
shares
|
$2.18 Million
1.78% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
16,064
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 35.12%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,063
shares
|
$2.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
16,023
shares
|
$2.18 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
16,000
shares
|
$2.17 Million
0.15% of portfolio
|
Q4 2020
Reduced 2.35%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
15,959
shares
|
$2.17 Million
0.27% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
15,950
shares
|
$2.17 Million
0.03% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
15,944
shares
|
$2.17 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
15,900
shares
|
$2.16 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
15,895
shares
|
$2.16 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
15,883
shares
|
$2.16 Million
0.27% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
15,866
shares
|
$2.15 Million
0.2% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
15,859
shares
|
$2.15 Million
0.43% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
15,828
shares
|
$2.15 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
15,767
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
New South Capital Management Inc
Memphis, TN |
Apr 28, 2025 Q1 2025 |
15,680
shares
|
$2.13 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15,676
shares
|
$2.13 Million
0.23% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
15,568
shares
|
$2.11 Million
0.8% of portfolio
|
Q1 2025
Added 258.71%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
15,554
shares
|
$2.11 Million
0.05% of portfolio
|
Q1 2025
Added 8.86%
|