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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
12,899
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 350.38%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
12,882
shares
|
$1.75 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,843
shares
|
$1.74 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
12,839
shares
|
$1.74 Million
0.53% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
12,698
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
12,687
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,630
shares
|
$1.72 Million
0.11% of portfolio
|
Q2 2022
Reduced 1.94%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,611
shares
|
$1.71 Million
0.68% of portfolio
|
Q1 2024
Reduced 26.75%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
12,605
shares
|
$1.71 Million
2.24% of portfolio
|
Q1 2025
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
12,567
shares
|
$1.71 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,412
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
12,397
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
12,395
shares
|
$1.68 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
12,389
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
12,294
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,248
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
12,199
shares
|
$1.66 Million
0.36% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
12,171
shares
|
$1.65 Million
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,142
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
12,072
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,994
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 54.78%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
11,883
shares
|
$1.61 Million
0.32% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
11,864
shares
|
$1.61 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
11,852
shares
|
$1.61 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
11,825
shares
|
$1.61 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.14%
|