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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
2,533
shares
|
$344,032
0.01% of portfolio
|
Q4 2023
Reduced 33.36%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
2,531
shares
|
$343,760
0.02% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
2,528
shares
|
$343,352
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,525
shares
|
$342,945
0.05% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,522
shares
|
$342,538
0.05% of portfolio
|
Q4 2024
Added 34.29%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,515
shares
|
$341,587
0.05% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,514
shares
|
$341,451
0.01% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,508
shares
|
$340,636
0.06% of portfolio
|
Q4 2023
Reduced 13.81%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,500
shares
|
$339,550
0.07% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
2,500
shares
|
$339,550
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
2,494
shares
|
$338,735
0.15% of portfolio
|
Q2 2025
Added 42.92%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,487
shares
|
$337,784
0.08% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,486
shares
|
$337,648
0.04% of portfolio
|
Q1 2025
Reduced 86.8%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
2,479
shares
|
$336,697
0.09% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,479
shares
|
$336,697
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
2,476
shares
|
$336,290
0.2% of portfolio
|
Q2 2022
Reduced 23.15%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
2,475
shares
|
$336,154
0.06% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,471
shares
|
$335,611
0.06% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,468
shares
|
$335,203
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
2,468
shares
|
$335,203
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
2,464
shares
|
$334,660
0.01% of portfolio
|
Q1 2025
Added 32.4%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,452
shares
|
$333,030
0.04% of portfolio
|
Q1 2025
Added 1293.18%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,451
shares
|
$332,894
0.25% of portfolio
|
Q4 2022
Added 3.86%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
2,445
shares
|
$332,079
0.06% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,438
shares
|
$331,129
0.0% of portfolio
|
Q3 2024
New holding
|