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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,426
shares
|
$329,499
0.04% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,423
shares
|
$329,091
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
2,422
shares
|
$328,956
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,403
shares
|
$326,375
0.04% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
2,401
shares
|
$326,103
0.03% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
2,399
shares
|
$325,832
0.04% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,392
shares
|
$324,881
0.19% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,391
shares
|
$324,745
0.04% of portfolio
|
Q3 2022
Reduced 7.72%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,385
shares
|
$323,930
0.12% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
2,368
shares
|
$321,621
0.04% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
2,357
shares
|
$320,127
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
2,355
shares
|
$319,856
0.14% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
2,348
shares
|
$318,905
0.14% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,344
shares
|
$318,362
0.26% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
2,342
shares
|
$318,090
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
2,340
shares
|
$317,818
0.22% of portfolio
|
Q2 2023
Added 20.12%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,335
shares
|
$317,139
0.12% of portfolio
|
Q2 2025
Reduced 87.97%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,331
shares
|
$316,596
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,330
shares
|
$316,460
0.14% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
2,329
shares
|
$316,324
0.12% of portfolio
|
Q3 2021
Reduced 3.08%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
2,317
shares
|
$314,694
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,312
shares
|
$314,015
0.04% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,305
shares
|
$313,065
0.07% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
2,303
shares
|
$312,793
0.18% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
2,298
shares
|
$312,114
0.08% of portfolio
|
Q2 2025
Reduced 2.63%
|