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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
756
shares
|
$107,299
0.05% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
730
shares
|
$103,608
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
708
shares
|
$100,486
0.11% of portfolio
|
Q4 2024
Reduced 31.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
701
shares
|
$99,492
0.01% of portfolio
|
Q3 2023
Added 7.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
700
shares
|
$99,351
0.03% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
682
shares
|
$96,796
0.01% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
679
shares
|
$96,370
0.06% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
661
shares
|
$93,815
0.06% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
650
shares
|
$92,254
0.03% of portfolio
|
Q4 2024
Added 253.26%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
642
shares
|
$91,119
0.01% of portfolio
|
Q4 2024
Added 448.72%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
633
shares
|
$89,841
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
633
shares
|
$89,841
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
626
shares
|
$88,848
0.01% of portfolio
|
Q1 2023
Added 70.11%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
579
shares
|
$82,177
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
570
shares
|
$80,900
0.0% of portfolio
|
Q1 2024
Reduced 25.97%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
570
shares
|
$80,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
566
shares
|
$80,332
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
560
shares
|
$79,480
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
560
shares
|
$79,480
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
557
shares
|
$79,055
0.04% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
549
shares
|
$77,919
0.02% of portfolio
|
Q1 2023
Reduced 14.22%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
537
shares
|
$76,216
0.06% of portfolio
|
Q4 2023
Reduced 19.49%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
530
shares
|
$75,222
0.02% of portfolio
|
Q4 2022
Reduced 25.35%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
518
shares
|
$73,519
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
517
shares
|
$73,377
0.05% of portfolio
|
Q1 2025
Added 89.38%
|