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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
6,305
shares
|
$856,345
0.29% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
6,251
shares
|
$849,010
0.03% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
6,251
shares
|
$849,010
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
6,250
shares
|
$848,875
0.04% of portfolio
|
Q3 2017
Added 19.84%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,247
shares
|
$848,467
0.47% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,237
shares
|
$847,109
0.01% of portfolio
|
Q1 2025
Reduced 23.48%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
6,231
shares
|
$846,294
0.19% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,227
shares
|
$845,751
0.08% of portfolio
|
Q1 2025
Reduced 61.77%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
6,207
shares
|
$843,034
0.53% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
6,184
shares
|
$839,910
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
6,151
shares
|
$835,428
0.56% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
6,143
shares
|
$834,342
0.34% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
6,134
shares
|
$833,119
0.34% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
6,130
shares
|
$832,576
0.08% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,124
shares
|
$831,761
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
6,102
shares
|
$828,773
0.01% of portfolio
|
Q1 2025
Reduced 32.46%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
6,095
shares
|
$827,822
0.26% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
6,087
shares
|
$826,736
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
6,082
shares
|
$826,057
0.14% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
6,039
shares
|
$820,216
0.01% of portfolio
|
Q1 2025
Reduced 83.54%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,000
shares
|
$814,920
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$814,920
0.08% of portfolio
|
Q1 2023
Reduced 2.83%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
5,981
shares
|
$812,339
0.44% of portfolio
|
Q2 2025
Reduced 37.51%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
5,936
shares
|
$806,227
0.18% of portfolio
|
Q1 2025
Reduced 25.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,905
shares
|
$802,017
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|