Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,455 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
9,168
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,106
shares
|
$1.25 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
9,064
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
9,034
shares
|
$1.24 Million
0.17% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
9,014
shares
|
$1.24 Million
0.7% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,003
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
8,969
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
8,948
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
8,944
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
8,892
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,882
shares
|
$1.22 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8,881
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,863
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2022
Added 6.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
8,863
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
8,852
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,848
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
8,848
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
8,755
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Added 118.11%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
8,749
shares
|
$1.2 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
8,745
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
8,740
shares
|
$1.2 Million
0.17% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
8,718
shares
|
$1.2 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
8,699
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
8,698
shares
|
$1.2 Million
0.36% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,567
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2022
Added 0.16%
|