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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
5,981
shares
|
$848,883
0.44% of portfolio
|
Q2 2025
Reduced 37.51%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
5,955
shares
|
$845,193
0.15% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
5,936
shares
|
$842,496
0.18% of portfolio
|
Q1 2025
Reduced 25.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,905
shares
|
$838,096
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
5,884
shares
|
$835,116
0.04% of portfolio
|
Q1 2023
Added 125.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,866
shares
|
$832,561
0.29% of portfolio
|
Q3 2022
Added 9.32%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,842
shares
|
$829,155
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
5,804
shares
|
$823,761
0.63% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
5,795
shares
|
$822,484
0.03% of portfolio
|
Q3 2023
Reduced 20.56%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
5,752
shares
|
$816,381
0.39% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
5,726
shares
|
$812,691
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,722
shares
|
$812,123
0.01% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
5,708
shares
|
$810,136
0.1% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,705
shares
|
$809,710
0.44% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
5,672
shares
|
$805,026
0.1% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,658
shares
|
$803,039
1.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
5,590
shares
|
$793,388
0.28% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
5,581
shares
|
$792,111
0.06% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,568
shares
|
$790,266
0.06% of portfolio
|
Q2 2024
Added 21.89%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,490
shares
|
$779,195
0.02% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5,482
shares
|
$778,060
0.79% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
5,465
shares
|
$775,647
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
5,461
shares
|
$775,079
0.03% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
5,451
shares
|
$773,660
0.02% of portfolio
|
Q2 2025
Added 191.5%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,448
shares
|
$773,234
0.02% of portfolio
|
Q2 2024
Added 23.09%
|