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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
11,002
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
10,974
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.28%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,940
shares
|
$1.49 Million
0.8% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,934
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
10,868
shares
|
$1.48 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
10,827
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
10,761
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
10,721
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,667
shares
|
$1.45 Million
0.11% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
10,567
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 36.97%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,517
shares
|
$1.43 Million
0.29% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
10,409
shares
|
$1.41 Million
0.3% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,382
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Added 21.58%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
10,369
shares
|
$1.41 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
10,273
shares
|
$1.4 Million
0.63% of portfolio
|
Q4 2019
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
10,239
shares
|
$1.39 Million
1.09% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
10,229
shares
|
$1.39 Million
0.08% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
10,192
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 101.1%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
10,185
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,165
shares
|
$1.38 Million
1.06% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
10,150
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Reduced 78.41%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
10,149
shares
|
$1.38 Million
0.86% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
9,975
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
9,961
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,958
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.56%
|