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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,235
shares
|
$317,213
0.01% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,217
shares
|
$314,658
0.03% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
2,210
shares
|
$313,665
0.13% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
2,209
shares
|
$313,523
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
2,181
shares
|
$309,549
0.2% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
2,180
shares
|
$309,407
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
2,177
shares
|
$308,981
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
2,174
shares
|
$308,555
0.01% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
2,165
shares
|
$307,278
0.22% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,156
shares
|
$306,001
0.01% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
2,150
shares
|
$305,149
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,141
shares
|
$303,872
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,137
shares
|
$303,304
0.02% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Hoffman, Alan N Investment Management
|
Jul 31, 2025 Q2 2025 |
2,134
shares
|
$302,878
0.14% of portfolio
|
Q1 2024
Reduced 16.9%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,133
shares
|
$302,736
0.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,131
shares
|
$302,452
0.04% of portfolio
|
Q2 2023
Reduced 2.29%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,131
shares
|
$302,452
0.0% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,130
shares
|
$302,310
0.11% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,121
shares
|
$301,033
0.1% of portfolio
|
Q2 2022
Added 3.06%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,118
shares
|
$300,607
0.01% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,116
shares
|
$300,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,116
shares
|
$300,323
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,115
shares
|
$300,181
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
2,113
shares
|
$299,898
0.13% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,110
shares
|
$299,472
0.02% of portfolio
|
Q2 2025
Added 0.24%
|