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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,893
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,884
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Added 65.53%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,876
shares
|
$1.07 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
7,850
shares
|
$1.07 Million
0.34% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
7,835
shares
|
$1.06 Million
0.25% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,815
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
7,790
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
7,781
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
7,764
shares
|
$1.05 Million
0.27% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
7,747
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
7,744
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,738
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
7,726
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 23.6%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
7,720
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
7,664
shares
|
$1.04 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
7,653
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
7,594
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Added 39.37%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
7,561
shares
|
$1.03 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,548
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
7,468
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
7,441
shares
|
$1.01 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
7,417
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,384
shares
|
$1 Million
0.11% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
7,368
shares
|
$1 Million
0.57% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,347
shares
|
$997,869
0.01% of portfolio
|
Q1 2025
Reduced 19.45%
|