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 |
|---|---|---|---|---|---|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
11,038
shares
|
$1.57 Million
0.75% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
11,025
shares
|
$1.56 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
10,981
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
10,956
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,940
shares
|
$1.55 Million
0.8% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,934
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
10,921
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,870
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
10,827
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
10,808
shares
|
$1.53 Million
0.57% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
10,761
shares
|
$1.53 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
10,671
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
10,644
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,578
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,517
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
10,394
shares
|
$1.48 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,387
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
10,273
shares
|
$1.46 Million
0.63% of portfolio
|
Q4 2019
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
10,181
shares
|
$1.44 Million
0.67% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,165
shares
|
$1.44 Million
1.06% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
10,136
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
10,119
shares
|
$1.44 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
9,975
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
9,961
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
9,953
shares
|
$1.41 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.14%
|