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 |
|---|---|---|---|---|---|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,291
shares
|
$311,163
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
2,285
shares
|
$310,348
0.35% of portfolio
|
Q4 2022
Reduced 11.61%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
2,279
shares
|
$309,533
0.2% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
2,275
shares
|
$308,990
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
2,268
shares
|
$308,039
0.01% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,260
shares
|
$306,953
0.02% of portfolio
|
Q4 2023
Reduced 11.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,253
shares
|
$306,002
0.02% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,250
shares
|
$305,595
0.02% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
2,250
shares
|
$305,595
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
2,249
shares
|
$305,459
0.01% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,241
shares
|
$304,372
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,240
shares
|
$304,236
0.03% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,235
shares
|
$303,557
0.01% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,232
shares
|
$303,150
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,231
shares
|
$303,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,212
shares
|
$300,433
0.07% of portfolio
|
Q1 2025
Added 42.99%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
2,210
shares
|
$300,162
0.13% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
2,209
shares
|
$300,026
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
2,204
shares
|
$299,347
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,197
shares
|
$298,396
0.12% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
2,195
shares
|
$298,124
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
2,181
shares
|
$296,223
0.22% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,176
shares
|
$295,544
0.07% of portfolio
|
Q1 2023
Reduced 10.19%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
2,174
shares
|
$295,272
0.1% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,162
shares
|
$293,642
0.09% of portfolio
|
Q1 2025
Added 0.6%
|