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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,609
shares
|
$370,295
0.06% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,606
shares
|
$369,869
0.02% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
2,593
shares
|
$368,024
0.17% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
2,590
shares
|
$367,598
0.03% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,588
shares
|
$367,314
0.09% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
2,585
shares
|
$366,889
0.02% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,580
shares
|
$366,179
0.01% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
2,572
shares
|
$365,043
0.1% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2,569
shares
|
$364,618
0.05% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,567
shares
|
$364,334
0.06% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,553
shares
|
$362,347
0.18% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
2,536
shares
|
$359,934
0.06% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
2,533
shares
|
$359,508
0.01% of portfolio
|
Q4 2024
Reduced 26.22%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
2,531
shares
|
$359,224
0.02% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,525
shares
|
$358,373
0.05% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
2,523
shares
|
$358,089
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,508
shares
|
$355,960
0.06% of portfolio
|
Q4 2023
Reduced 13.81%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,500
shares
|
$354,825
0.07% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
2,500
shares
|
$354,825
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
2,494
shares
|
$353,973
0.15% of portfolio
|
Q2 2025
Added 42.92%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,488
shares
|
$353,121
0.05% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,487
shares
|
$352,979
0.08% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,479
shares
|
$351,844
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,476
shares
|
$351,418
0.19% of portfolio
|
Q2 2022
Reduced 23.15%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,471
shares
|
$350,709
0.06% of portfolio
|
Q1 2024
Reduced 42.6%
|