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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,561
shares
|
$221,552
0.0% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,559
shares
|
$221,268
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,558
shares
|
$221,126
0.08% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,550
shares
|
$219,991
0.0% of portfolio
|
Q1 2025
Reduced 94.06%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,544
shares
|
$219,139
0.08% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,540
shares
|
$218,572
0.02% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,540
shares
|
$218,572
0.0% of portfolio
|
Q2 2025
Reduced 30.97%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
1,537
shares
|
$218,146
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,535
shares
|
$217,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,534
shares
|
$217,720
0.09% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,530
shares
|
$217,152
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
1,524
shares
|
$216,301
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
1,519
shares
|
$215,591
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
1,516
shares
|
$215,165
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
1,511
shares
|
$214,456
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,507
shares
|
$213,888
0.06% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,506
shares
|
$213,746
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,506
shares
|
$213,746
0.01% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,504
shares
|
$213,462
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$212,895
0.03% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$212,895
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
1,478
shares
|
$209,772
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,447
shares
|
$205,372
0.05% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,431
shares
|
$203,101
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,388
shares
|
$196,998
0.07% of portfolio
|
Q2 2025
Added 0.8%
|