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 |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
8,560
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2025
Added 172.52%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
8,551
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,519
shares
|
$1.16 Million
0.12% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
8,511
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
8,504
shares
|
$1.16 Million
0.39% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
8,503
shares
|
$1.15 Million
0.55% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
8,466
shares
|
$1.15 Million
0.13% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,353
shares
|
$1.13 Million
0.43% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
8,351
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,342
shares
|
$1.13 Million
0.18% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,301
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
8,298
shares
|
$1.13 Million
0.18% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
8,281
shares
|
$1.12 Million
0.53% of portfolio
|
Q1 2025
Added 368.12%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
8,280
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2025
Added 64.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,209
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,181
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 34.71%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
8,145
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
8,136
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
8,135
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
8,100
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,062
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
7,969
shares
|
$1.08 Million
0.83% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,930
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,912
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2023
Reduced 6.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
7,899
shares
|
$1.07 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.7%
|