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 |
|---|---|---|---|---|---|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,705
shares
|
$241,990
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
1,705
shares
|
$241,990
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,698
shares
|
$240,997
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,698
shares
|
$240,997
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,695
shares
|
$240,571
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
1,692
shares
|
$240,145
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,690
shares
|
$239,861
0.19% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,683
shares
|
$238,868
0.01% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
1,680
shares
|
$238,442
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,676
shares
|
$237,874
0.14% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
1,675
shares
|
$237,732
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
1,675
shares
|
$237,732
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
1,662
shares
|
$235,887
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
1,657
shares
|
$235,178
0.05% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
1,655
shares
|
$234,894
0.04% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
1,648
shares
|
$233,900
0.06% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,647
shares
|
$233,758
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
1,638
shares
|
$232,481
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,638
shares
|
$232,481
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,637
shares
|
$232,339
0.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,633
shares
|
$231,771
0.08% of portfolio
|
Q2 2025
Reduced 25.67%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,632
shares
|
$231,629
0.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
1,632
shares
|
$231,629
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,631
shares
|
$231,487
0.09% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,630
shares
|
$231,345
0.02% of portfolio
|
Q2 2025
Reduced 18.74%
|