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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,808
shares
|
$256,609
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,800
shares
|
$255,474
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
1,792
shares
|
$254,338
0.01% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,790
shares
|
$254,054
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
1,789
shares
|
$253,912
0.0% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
1,779
shares
|
$252,493
0.13% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,773
shares
|
$251,641
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,772
shares
|
$251,499
0.02% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,769
shares
|
$251,074
0.07% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,766
shares
|
$250,648
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
1,760
shares
|
$249,796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,754
shares
|
$248,945
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,751
shares
|
$248,519
0.0% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,750
shares
|
$248,377
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,742
shares
|
$247,242
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,739
shares
|
$246,816
0.02% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
1,729
shares
|
$245,396
0.12% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
1,727
shares
|
$245,113
0.15% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,726
shares
|
$244,971
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,725
shares
|
$244,829
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
1,721
shares
|
$244,261
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,714
shares
|
$243,268
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,711
shares
|
$242,842
0.02% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
1,710
shares
|
$242,700
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
1,708
shares
|
$242,416
0.14% of portfolio
|
Q2 2025
Reduced 0.12%
|