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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
3,086
shares
|
$437,995
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,081
shares
|
$437,286
0.0% of portfolio
|
Q2 2025
Added 92.8%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
3,065
shares
|
$435,015
0.28% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
3,058
shares
|
$434,021
0.24% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,051
shares
|
$433,028
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,047
shares
|
$432,460
0.07% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
3,013
shares
|
$427,635
0.04% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,012
shares
|
$427,493
0.08% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,000
shares
|
$425,790
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
2,960
shares
|
$420,112
0.09% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
2,960
shares
|
$420,112
0.02% of portfolio
|
Q4 2024
Added 51.02%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,954
shares
|
$419,261
0.0% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,947
shares
|
$418,267
0.1% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
2,945
shares
|
$417,983
0.03% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
2,925
shares
|
$415,145
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,923
shares
|
$414,861
0.06% of portfolio
|
Q1 2024
Reduced 51.19%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,909
shares
|
$412,874
0.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,897
shares
|
$411,171
0.01% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
2,894
shares
|
$410,745
0.08% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
2,891
shares
|
$410,319
0.17% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
2,888
shares
|
$409,893
0.1% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
2,886
shares
|
$409,609
0.12% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,882
shares
|
$409,042
0.23% of portfolio
|
Q1 2023
Added 0.8%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
2,878
shares
|
$408,474
0.01% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
2,876
shares
|
$408,190
0.17% of portfolio
|
Q2 2025
Reduced 35.52%
|