Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,465 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 |
|---|---|---|---|---|---|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,731
shares
|
$671,470
0.06% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,724
shares
|
$670,477
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,722
shares
|
$670,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
4,720
shares
|
$669,909
0.05% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
4,716
shares
|
$669,341
0.05% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
4,715
shares
|
$669,199
0.17% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
4,683
shares
|
$664,658
0.07% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
4,677
shares
|
$663,806
0.5% of portfolio
|
Q2 2025
Added 51.02%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
4,670
shares
|
$662,813
0.2% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
4,658
shares
|
$661,109
0.09% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
4,632
shares
|
$657,419
0.15% of portfolio
|
Q2 2025
Reduced 27.73%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
4,628
shares
|
$656,852
0.16% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,614
shares
|
$654,865
0.05% of portfolio
|
Q3 2023
Reduced 8.45%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
4,610
shares
|
$654,297
0.02% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,587
shares
|
$651,032
0.0% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,572
shares
|
$648,903
0.04% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
4,545
shares
|
$645,071
0.92% of portfolio
|
Q4 2023
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
4,495
shares
|
$637,975
0.48% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,482
shares
|
$636,130
0.2% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,475
shares
|
$635,136
0.11% of portfolio
|
Q4 2022
Added 18.04%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,475
shares
|
$635,136
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,469
shares
|
$634,285
0.06% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,466
shares
|
$633,859
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,459
shares
|
$632,865
0.12% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,459
shares
|
$632,865
0.02% of portfolio
|
Q2 2025
Added 36.82%
|