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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,388
shares
|
$196,998
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
1,388
shares
|
$196,998
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,349
shares
|
$191,463
0.02% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,332
shares
|
$189,050
0.0% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,315
shares
|
$186,637
0.0% of portfolio
|
Q2 2025
Reduced 26.33%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,313
shares
|
$186,354
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,308
shares
|
$185,644
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,281
shares
|
$181,812
0.04% of portfolio
|
Q2 2021
Reduced 25.35%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,270
shares
|
$180,251
0.06% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,263
shares
|
$179,257
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,255
shares
|
$178,122
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
1,232
shares
|
$174,857
0.14% of portfolio
|
Q3 2021
Reduced 21.33%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,211
shares
|
$171,877
0.07% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,200
shares
|
$170,316
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,199
shares
|
$170,174
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,197
shares
|
$169,890
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
1,196
shares
|
$169,748
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
1,180
shares
|
$167,477
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,179
shares
|
$167,335
0.02% of portfolio
|
Q2 2025
Added 31.88%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
1,152
shares
|
$163,503
0.02% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,145
shares
|
$162,509
0.04% of portfolio
|
Q2 2024
Reduced 57.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,128
shares
|
$160,097
0.06% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,127
shares
|
$159,955
0.02% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,123
shares
|
$159,387
0.01% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,110
shares
|
$157,542
0.04% of portfolio
|
Q2 2025
Reduced 11.2%
|