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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,026
shares
|
$287,550
0.01% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,021
shares
|
$286,840
0.04% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
2,009
shares
|
$285,137
0.18% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
2,008
shares
|
$284,995
0.19% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2,008
shares
|
$284,995
0.04% of portfolio
|
Q1 2024
Added 41.71%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,005
shares
|
$284,569
0.29% of portfolio
|
Q2 2022
Reduced 19.96%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,005
shares
|
$284,569
0.02% of portfolio
|
Q1 2022
Reduced 3.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,002
shares
|
$284,143
0.03% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
2,000
shares
|
$283,860
0.07% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$283,860
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
2,000
shares
|
$283,860
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,989
shares
|
$282,298
0.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
1,985
shares
|
$281,731
0.2% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
1,983
shares
|
$281,447
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,978
shares
|
$280,737
0.06% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
1,975
shares
|
$280,311
0.03% of portfolio
|
Q4 2021
Reduced 7.06%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,966
shares
|
$279,034
0.0% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$278,892
0.04% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,965
shares
|
$278,892
0.09% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
1,961
shares
|
$278,324
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
1,955
shares
|
$277,473
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
1,955
shares
|
$277,473
0.22% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
1,944
shares
|
$275,911
0.09% of portfolio
|
Q1 2023
Reduced 11.68%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
1,936
shares
|
$274,776
0.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
1,925
shares
|
$273,215
0.16% of portfolio
|
Q2 2025
Added 1.32%
|