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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,456
shares
|
$632,440
0.07% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,447
shares
|
$631,162
0.31% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,446
shares
|
$631,020
0.02% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
4,431
shares
|
$628,891
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,420
shares
|
$627,330
0.22% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
4,411
shares
|
$626,053
0.03% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
4,409
shares
|
$625,769
0.06% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
4,392
shares
|
$623,356
0.06% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,391
shares
|
$623,214
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
4,369
shares
|
$620,092
0.12% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
4,292
shares
|
$609,163
0.13% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
4,264
shares
|
$605,189
0.05% of portfolio
|
Q1 2024
Added 24.13%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,247
shares
|
$602,776
0.1% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,245
shares
|
$602,492
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
4,234
shares
|
$600,931
0.02% of portfolio
|
Q2 2025
Added 127.15%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,229
shares
|
$600,221
0.15% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
4,214
shares
|
$598,093
0.28% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,210
shares
|
$597,525
0.19% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,206
shares
|
$596,957
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,203
shares
|
$596,531
0.05% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
4,174
shares
|
$592,415
0.14% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
4,174
shares
|
$592,415
0.25% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
4,139
shares
|
$587,448
0.1% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
4,113
shares
|
$583,758
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
4,098
shares
|
$581,629
0.04% of portfolio
|
Q2 2025
Added 0.81%
|