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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
8,699
shares
|
$1.23 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
8,595
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,567
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
8,551
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
8,544
shares
|
$1.21 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
8,511
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
8,504
shares
|
$1.21 Million
0.39% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
8,503
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
8,491
shares
|
$1.21 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,450
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,414
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,369
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
8,364
shares
|
$1.19 Million
0.42% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,353
shares
|
$1.19 Million
0.43% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
8,351
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,342
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
8,298
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
8,281
shares
|
$1.18 Million
0.51% of portfolio
|
Q1 2025
Added 368.12%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
8,280
shares
|
$1.18 Million
0.39% of portfolio
|
Q2 2025
Added 64.61%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
8,224
shares
|
$1.17 Million
0.26% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
8,211
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,206
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,159
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,136
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
8,135
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Added 6.55%
|