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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,093
shares
|
$580,919
0.06% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
4,079
shares
|
$578,932
0.15% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,056
shares
|
$575,668
0.04% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
4,054
shares
|
$575,384
0.22% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,046
shares
|
$574,248
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,040
shares
|
$573,397
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
4,036
shares
|
$572,829
0.14% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
4,016
shares
|
$569,990
0.05% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,997
shares
|
$567,294
0.07% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,976
shares
|
$564,313
0.09% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
3,972
shares
|
$563,745
0.33% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
3,947
shares
|
$560,197
0.21% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,937
shares
|
$558,778
0.04% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,926
shares
|
$557,217
0.16% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,859
shares
|
$547,707
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,850
shares
|
$546,430
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,847
shares
|
$546,004
0.08% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,844
shares
|
$545,578
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
3,825
shares
|
$542,882
0.13% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,819
shares
|
$542,030
0.16% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,810
shares
|
$540,753
0.09% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
3,797
shares
|
$538,908
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,775
shares
|
$535,785
0.09% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,774
shares
|
$535,643
0.09% of portfolio
|
Q4 2020
Added 2.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,764
shares
|
$534,224
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|