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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,370
shares
|
$762,164
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
5,337
shares
|
$757,480
0.09% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,323
shares
|
$755,493
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
5,321
shares
|
$755,209
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,302
shares
|
$752,512
0.05% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
5,300
shares
|
$752,229
0.23% of portfolio
|
Q1 2020
Added 15.22%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
5,296
shares
|
$751,661
0.01% of portfolio
|
Q2 2025
Reduced 91.39%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
5,294
shares
|
$751,377
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,285
shares
|
$750,100
0.0% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
5,275
shares
|
$748,680
0.24% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,264
shares
|
$747,119
0.05% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,249
shares
|
$744,990
0.11% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,248
shares
|
$744,848
0.03% of portfolio
|
Q3 2024
Added 45.78%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
5,239
shares
|
$743,571
0.15% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
5,201
shares
|
$738,177
0.07% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
5,200
shares
|
$738,036
0.02% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,160
shares
|
$732,358
0.03% of portfolio
|
Q2 2022
Reduced 7.19%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
5,139
shares
|
$729,378
0.05% of portfolio
|
Q2 2025
Reduced 24.18%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
5,135
shares
|
$728,810
0.08% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
5,120
shares
|
$726,681
0.13% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,106
shares
|
$724,694
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
5,092
shares
|
$722,707
0.24% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,070
shares
|
$719,585
0.05% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
5,069
shares
|
$719,443
0.01% of portfolio
|
Q2 2025
Reduced 20.7%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,051
shares
|
$716,888
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|