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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
1,597
shares
|
$216,904
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
1,595
shares
|
$216,632
0.18% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$216,497
0.24% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,594
shares
|
$216,497
0.01% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
1,592
shares
|
$216,225
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
1,590
shares
|
$215,953
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
1,587
shares
|
$215,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
1,583
shares
|
$215,003
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,577
shares
|
$214,188
0.1% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
1,574
shares
|
$213,780
0.17% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
1,574
shares
|
$213,780
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
1,567
shares
|
$212,829
0.02% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
1,567
shares
|
$212,829
0.01% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,559
shares
|
$211,743
0.15% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
1,559
shares
|
$211,743
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,558
shares
|
$211,607
0.08% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,550
shares
|
$210,521
0.0% of portfolio
|
Q1 2025
Reduced 94.06%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,548
shares
|
$210,249
0.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,548
shares
|
$210,249
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,544
shares
|
$209,706
0.08% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,540
shares
|
$209,162
0.02% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,533
shares
|
$208,212
0.01% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,530
shares
|
$207,804
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
1,524
shares
|
$206,989
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
1,520
shares
|
$206,446
0.01% of portfolio
|
Q1 2025
New holding
|