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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,992
shares
|
$1.9 Million
0.64% of portfolio
|
Q2 2022
Added 38.92%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
13,975
shares
|
$1.9 Million
0.23% of portfolio
|
Q4 2023
Reduced 39.7%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
13,887
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
13,839
shares
|
$1.88 Million
1.76% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
13,831
shares
|
$1.88 Million
0.46% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
13,751
shares
|
$1.87 Million
0.15% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,678
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
13,626
shares
|
$1.85 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,600
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
13,596
shares
|
$1.85 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,494
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,460
shares
|
$1.83 Million
0.1% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,361
shares
|
$1.81 Million
0.33% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
13,317
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
13,248
shares
|
$1.8 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
13,233
shares
|
$1.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 27.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,219
shares
|
$1.8 Million
0.8% of portfolio
|
Q2 2023
Reduced 42.98%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
13,205
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
13,168
shares
|
$1.79 Million
0.83% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
13,089
shares
|
$1.78 Million
1.01% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
13,057
shares
|
$1.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,048
shares
|
$1.77 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
13,021
shares
|
$1.77 Million
0.35% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
13,002
shares
|
$1.77 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
12,984
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Added 8.56%
|