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 |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
6,426
shares
|
$912,042
0.15% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
6,403
shares
|
$908,777
0.19% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,389
shares
|
$906,790
0.02% of portfolio
|
Q4 2023
Reduced 12.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
6,365
shares
|
$903,384
0.03% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
6,356
shares
|
$902,107
0.43% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,314
shares
|
$896,146
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
6,307
shares
|
$895,152
0.7% of portfolio
|
Q2 2025
Reduced 49.81%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
6,251
shares
|
$887,204
0.03% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
6,250
shares
|
$887,062
0.04% of portfolio
|
Q3 2017
Added 19.84%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
6,231
shares
|
$884,365
0.19% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
6,207
shares
|
$880,959
0.48% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
6,184
shares
|
$877,695
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6,160
shares
|
$874,288
0.02% of portfolio
|
Q2 2025
Added 50.13%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
6,151
shares
|
$873,011
0.56% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,143
shares
|
$871,875
0.02% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
6,134
shares
|
$870,598
0.34% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,097
shares
|
$865,347
0.11% of portfolio
|
Q2 2025
Added 89.17%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
6,095
shares
|
$865,063
0.25% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
6,087
shares
|
$863,927
0.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
6,077
shares
|
$862,508
0.05% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,053
shares
|
$859,102
0.05% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
6,037
shares
|
$856,831
0.03% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
6,012
shares
|
$853,283
0.31% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,000
shares
|
$851,580
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
6,000
shares
|
$851,580
0.07% of portfolio
|
Q1 2023
Reduced 2.83%
|