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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,628
shares
|
$231,062
0.03% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,627
shares
|
$230,920
0.23% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,624
shares
|
$230,494
0.02% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
1,623
shares
|
$230,352
0.05% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
1,614
shares
|
$229,075
0.13% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
1,611
shares
|
$228,649
0.11% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
1,608
shares
|
$228,223
0.11% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
1,601
shares
|
$227,229
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
1,600
shares
|
$227,088
0.06% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
1,600
shares
|
$227,088
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,600
shares
|
$227,088
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
1,595
shares
|
$226,378
0.18% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$226,236
0.24% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,594
shares
|
$226,236
0.01% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
1,594
shares
|
$226,236
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
1,592
shares
|
$225,952
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
1,590
shares
|
$225,668
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,575
shares
|
$223,539
0.05% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
1,574
shares
|
$223,397
0.17% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
1,570
shares
|
$222,830
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,567
shares
|
$222,404
0.02% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
1,567
shares
|
$222,404
0.01% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,566
shares
|
$222,262
0.03% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
1,564
shares
|
$221,978
0.08% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,561
shares
|
$221,552
0.13% of portfolio
|
Q2 2025
Added 0.13%
|