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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
9,913
shares
|
$1.41 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,898
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
9,892
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
9,884
shares
|
$1.4 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
9,872
shares
|
$1.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
9,869
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,778
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
9,765
shares
|
$1.39 Million
0.65% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,749
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
9,730
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
9,670
shares
|
$1.37 Million
0.54% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
9,665
shares
|
$1.37 Million
0.33% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
9,629
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
9,620
shares
|
$1.37 Million
0.21% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
9,618
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
9,551
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
9,550
shares
|
$1.36 Million
0.23% of portfolio
|
Q2 2025
Reduced 52.98%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
9,503
shares
|
$1.35 Million
0.58% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
9,475
shares
|
$1.34 Million
1.07% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
9,473
shares
|
$1.34 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
9,434
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,395
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
9,386
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
9,306
shares
|
$1.32 Million
0.52% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,297
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 0.52%
|