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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
15,485
shares
|
$2.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
15,466
shares
|
$2.1 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
15,440
shares
|
$2.1 Million
0.3% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
15,253
shares
|
$2.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
15,248
shares
|
$2.07 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
15,223
shares
|
$2.07 Million
0.21% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
15,170
shares
|
$2.06 Million
1.46% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
15,166
shares
|
$2.06 Million
0.38% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
15,148
shares
|
$2.06 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
15,124
shares
|
$2.05 Million
1.35% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,054
shares
|
$2.04 Million
0.32% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
15,052
shares
|
$2.04 Million
0.05% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,982
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
14,892
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
14,780
shares
|
$2.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,601
shares
|
$1.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,488
shares
|
$1.97 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
14,369
shares
|
$1.95 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
14,312
shares
|
$1.94 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
14,261
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
14,215
shares
|
$1.93 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
14,124
shares
|
$1.92 Million
0.26% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
14,111
shares
|
$1.92 Million
3.77% of portfolio
|
Q1 2024
Reduced 17.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
14,071
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 79.24%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,047
shares
|
$1.91 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.32%
|