Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,464 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,972
shares
|
$3.26 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
22,759
shares
|
$3.23 Million
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
22,506
shares
|
$3.19 Million
0.85% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
22,291
shares
|
$3.16 Million
1.08% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
22,256
shares
|
$3.16 Million
0.04% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
22,129
shares
|
$3.14 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
22,106
shares
|
$3.14 Million
1.71% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
22,031
shares
|
$3.13 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
22,008
shares
|
$3.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 87.87%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
21,962
shares
|
$3.12 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
21,919
shares
|
$3.11 Million
0.08% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
21,874
shares
|
$3.1 Million
1.41% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
21,665
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2025
Added 16.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,660
shares
|
$3.07 Million
0.1% of portfolio
|
Q2 2020
Added 5.51%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
21,357
shares
|
$3.03 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
21,250
shares
|
$3.02 Million
0.7% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
21,188
shares
|
$3.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
21,095
shares
|
$2.99 Million
0.05% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
21,088
shares
|
$2.99 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
20,911
shares
|
$2.97 Million
0.23% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
20,715
shares
|
$2.94 Million
1.03% of portfolio
|
Q2 2025
Reduced 39.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
20,712
shares
|
$2.94 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,424
shares
|
$2.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20,394
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2025
Reduced 66.26%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
20,289
shares
|
$2.88 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.65%
|