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 |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
1,922
shares
|
$272,789
0.09% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
1,915
shares
|
$271,795
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,908
shares
|
$270,802
0.14% of portfolio
|
Q2 2025
Added 169.49%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,900
shares
|
$269,667
0.04% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
1,900
shares
|
$269,667
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
1,899
shares
|
$269,525
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,898
shares
|
$269,383
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
1,897
shares
|
$269,241
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,889
shares
|
$268,105
0.04% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,889
shares
|
$268,105
0.13% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,874
shares
|
$265,976
0.02% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,871
shares
|
$265,551
0.01% of portfolio
|
Q2 2025
Added 3018.33%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,870
shares
|
$265,409
0.05% of portfolio
|
Q2 2025
Reduced 41.91%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,867
shares
|
$264,983
0.09% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,863
shares
|
$264,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,859
shares
|
$263,847
0.16% of portfolio
|
Q4 2024
Reduced 29.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
1,856
shares
|
$263,422
0.05% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,853
shares
|
$262,996
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,849
shares
|
$262,428
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
1,844
shares
|
$261,718
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,840
shares
|
$261,151
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,838
shares
|
$260,867
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,836
shares
|
$260,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
1,835
shares
|
$260,441
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,822
shares
|
$258,596
0.02% of portfolio
|
Q2 2025
Added 5.93%
|