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 |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
32,523
shares
|
$4.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
32,178
shares
|
$4.37 Million
2.28% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
32,115
shares
|
$4.36 Million
1.55% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
31,965
shares
|
$4.34 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
31,647
shares
|
$4.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
31,409
shares
|
$4.27 Million
0.69% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
31,297
shares
|
$4.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
30,764
shares
|
$4.18 Million
0.61% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
30,614
shares
|
$4.16 Million
1.74% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
30,339
shares
|
$4.12 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
30,058
shares
|
$4.08 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
29,954
shares
|
$4.07 Million
0.1% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
29,709
shares
|
$4.04 Million
0.31% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
29,337
shares
|
$3.98 Million
2.24% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
29,294
shares
|
$3.98 Million
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,974
shares
|
$3.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
28,740
shares
|
$3.9 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
28,699
shares
|
$3.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
28,447
shares
|
$3.86 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
28,412
shares
|
$3.86 Million
1.86% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,269
shares
|
$3.84 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
28,239
shares
|
$3.84 Million
2.84% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
28,154
shares
|
$3.82 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
27,531
shares
|
$3.74 Million
0.14% of portfolio
|
Q1 2025
Added 36.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
27,478
shares
|
$3.73 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.32%
|