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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
514
shares
|
$72,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
508
shares
|
$72,100
0.0% of portfolio
|
Q2 2025
Reduced 25.62%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
506
shares
|
$71,816
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
502
shares
|
$71,248
0.02% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
497
shares
|
$70,539
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
494
shares
|
$70,113
0.04% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
490
shares
|
$69,545
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
490
shares
|
$69,545
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
488
shares
|
$69,261
0.02% of portfolio
|
Q4 2024
Added 331.86%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
487
shares
|
$69,119
0.02% of portfolio
|
Q3 2023
Reduced 36.42%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
483
shares
|
$68,552
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
482
shares
|
$68,410
0.02% of portfolio
|
Q1 2021
Reduced 1.03%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
480
shares
|
$68,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
472
shares
|
$66,990
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
469
shares
|
$66,565
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
468
shares
|
$66,423
0.02% of portfolio
|
Q1 2024
Added 11.96%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
459
shares
|
$65,145
0.02% of portfolio
|
Q2 2025
Added 82.14%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
450
shares
|
$63,868
0.02% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
450
shares
|
$63,868
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
447
shares
|
$63,442
0.01% of portfolio
|
Q3 2021
Reduced 1.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
432
shares
|
$61,313
0.0% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
416
shares
|
$59,042
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
416
shares
|
$59,042
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
413
shares
|
$58,617
0.02% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
404
shares
|
$57,339
0.01% of portfolio
|
Q2 2025
Added 1.0%
|