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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
3,723
shares
|
$528,405
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,708
shares
|
$526,276
0.09% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
3,702
shares
|
$525,424
0.07% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,702
shares
|
$525,424
0.01% of portfolio
|
Q2 2025
Reduced 38.7%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,695
shares
|
$524,431
0.19% of portfolio
|
Q2 2025
Reduced 87.93%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,685
shares
|
$523,012
0.18% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,670
shares
|
$520,883
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,659
shares
|
$519,321
0.03% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,649
shares
|
$517,902
0.01% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,636
shares
|
$516,057
0.23% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,625
shares
|
$514,496
0.23% of portfolio
|
Q1 2020
Added 9.02%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,608
shares
|
$512,083
0.05% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
3,600
shares
|
$510,948
0.03% of portfolio
|
Q1 2020
Reduced 1.64%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jul 30, 2025 Q2 2025 |
3,591
shares
|
$509,670
0.35% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
3,590
shares
|
$509,528
0.18% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,579
shares
|
$507,967
0.02% of portfolio
|
Q2 2025
Reduced 91.07%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
3,572
shares
|
$506,973
0.17% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
3,567
shares
|
$506,264
0.13% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
3,567
shares
|
$506,264
0.07% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
3,558
shares
|
$504,986
0.41% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,543
shares
|
$502,857
0.11% of portfolio
|
Q2 2025
Added 44187.5%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,534
shares
|
$501,580
0.0% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
3,518
shares
|
$499,309
0.35% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,510
shares
|
$498,174
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
3,507
shares
|
$497,748
0.04% of portfolio
|
Q2 2025
Reduced 2.61%
|