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 |
|---|---|---|---|---|---|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,505
shares
|
$497,464
0.04% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
3,500
shares
|
$496,755
0.12% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,498
shares
|
$496,471
0.14% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3,497
shares
|
$496,329
0.07% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,495
shares
|
$496,045
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,494
shares
|
$495,903
0.1% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,492
shares
|
$495,619
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
3,489
shares
|
$495,193
0.15% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
3,467
shares
|
$492,071
0.18% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
3,454
shares
|
$490,226
0.02% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
3,432
shares
|
$487,103
0.23% of portfolio
|
Q3 2020
Reduced 5.45%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,426
shares
|
$486,252
0.17% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,425
shares
|
$486,110
0.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
3,410
shares
|
$483,981
0.12% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,400
shares
|
$482,562
0.04% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
3,395
shares
|
$481,852
0.06% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,390
shares
|
$481,142
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,388
shares
|
$480,858
0.01% of portfolio
|
Q2 2025
Reduced 25.96%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,387
shares
|
$480,716
0.03% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
3,383
shares
|
$480,149
0.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,378
shares
|
$479,439
0.14% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,373
shares
|
$478,729
0.05% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
3,370
shares
|
$478,304
0.21% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
3,369
shares
|
$478,162
0.1% of portfolio
|
Q2 2025
Reduced 29.31%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
3,355
shares
|
$476,175
0.15% of portfolio
|
Q2 2025
Reduced 7.47%
|