Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,455 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.7 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
|
$424,386
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
3,065
shares
|
$421,498
0.28% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
3,058
shares
|
$420,536
0.26% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,047
shares
|
$419,023
0.07% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
3,013
shares
|
$414,347
0.04% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,000
shares
|
$412,560
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
3,000
shares
|
$412,560
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
2,960
shares
|
$407,059
0.1% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
2,960
shares
|
$407,059
0.02% of portfolio
|
Q4 2024
Added 51.02%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,947
shares
|
$405,271
0.1% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
2,925
shares
|
$402,246
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,923
shares
|
$401,970
0.06% of portfolio
|
Q1 2024
Reduced 51.19%
|
|
|
Af Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,903
shares
|
$399,220
0.07% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,897
shares
|
$398,395
0.01% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
2,894
shares
|
$397,982
0.08% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
2,888
shares
|
$397,157
0.1% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,882
shares
|
$396,332
0.23% of portfolio
|
Q1 2023
Added 0.8%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,875
shares
|
$395,370
0.16% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
2,872
shares
|
$394,957
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
2,870
shares
|
$394,682
0.21% of portfolio
|
Q1 2024
Added 9.33%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,869
shares
|
$394,544
0.13% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,867
shares
|
$394,269
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
2,863
shares
|
$393,719
0.19% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
2,860
shares
|
$393,307
0.03% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2,852
shares
|
$392,207
0.06% of portfolio
|
Q1 2025
New holding
|