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 |
|---|---|---|---|---|---|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
2,670
shares
|
$362,639
0.2% of portfolio
|
Q2 2023
Reduced 50.28%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
2,667
shares
|
$362,231
0.06% of portfolio
|
Q2 2024
Added 31.77%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
2,667
shares
|
$362,231
0.26% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
2,664
shares
|
$361,824
0.02% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
2,650
shares
|
$359,923
0.21% of portfolio
|
Q3 2020
Reduced 35.37%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
2,648
shares
|
$359,651
0.02% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
2,633
shares
|
$357,614
0.01% of portfolio
|
Q1 2025
Added 29.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
2,632
shares
|
$357,478
0.01% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,631
shares
|
$357,342
0.01% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
2,620
shares
|
$355,848
0.08% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
2,618
shares
|
$355,576
0.21% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
2,613
shares
|
$354,897
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,606
shares
|
$353,946
0.02% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
2,593
shares
|
$352,181
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,590
shares
|
$351,773
0.04% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,588
shares
|
$351,502
0.07% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,580
shares
|
$350,415
0.01% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,580
shares
|
$350,415
0.08% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2,569
shares
|
$348,921
0.06% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,568
shares
|
$348,785
0.02% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
2,555
shares
|
$347,020
0.27% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
2,553
shares
|
$346,748
0.19% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
2,545
shares
|
$345,661
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,536
shares
|
$344,439
0.07% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,533
shares
|
$344,032
0.02% of portfolio
|
Q4 2024
Reduced 26.22%
|