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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,094
shares
|
$155,271
0.04% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,093
shares
|
$155,129
0.0% of portfolio
|
Q2 2025
Added 36.28%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,087
shares
|
$154,277
0.04% of portfolio
|
Q2 2025
Reduced 43.74%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,086
shares
|
$154,135
0.01% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,060
shares
|
$150,445
0.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,038
shares
|
$147,323
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,017
shares
|
$144,342
0.05% of portfolio
|
Q1 2025
Added 52.47%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,015
shares
|
$144,058
0.04% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,000
shares
|
$141,930
0.07% of portfolio
|
Q4 2023
Reduced 55.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
999
shares
|
$141,788
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
951
shares
|
$134,975
0.06% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
936
shares
|
$132,846
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
935
shares
|
$132,704
0.01% of portfolio
|
Q2 2025
Added 81.2%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
920
shares
|
$130,575
0.06% of portfolio
|
Q2 2025
Reduced 81.64%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
920
shares
|
$130,575
0.11% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
899
shares
|
$127,595
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
890
shares
|
$126,317
0.05% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
841
shares
|
$119,363
0.43% of portfolio
|
Q3 2022
Reduced 62.97%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
837
shares
|
$118,795
0.03% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
832
shares
|
$118,085
0.0% of portfolio
|
Q2 2025
Reduced 41.45%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
823
shares
|
$116,808
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
793
shares
|
$112,550
0.06% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
790
shares
|
$112,124
0.08% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
778
shares
|
$110,421
0.0% of portfolio
|
Q2 2025
Reduced 63.44%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
764
shares
|
$108,434
0.02% of portfolio
|
Q4 2024
Reduced 15.39%
|