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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
398
shares
|
$56,488
0.0% of portfolio
|
Q1 2025
Reduced 98.7%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
397
shares
|
$56,346
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
396
shares
|
$56,204
0.0% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
389
shares
|
$55,210
0.01% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
378
shares
|
$53,649
0.04% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
376
shares
|
$53,365
0.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
371
shares
|
$52,656
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
371
shares
|
$52,656
0.05% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
368
shares
|
$52,230
0.0% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
366
shares
|
$51,946
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
360
shares
|
$51,094
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
350
shares
|
$49,675
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
350
shares
|
$49,675
0.01% of portfolio
|
Q3 2021
Reduced 41.67%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
348
shares
|
$49,391
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
333
shares
|
$47,262
0.02% of portfolio
|
Q2 2024
Reduced 82.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
330
shares
|
$46,836
0.03% of portfolio
|
Q2 2022
Reduced 95.33%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
325
shares
|
$46,127
0.03% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
325
shares
|
$46,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
323
shares
|
$45,843
0.0% of portfolio
|
Q1 2025
Reduced 92.55%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
318
shares
|
$45,133
0.02% of portfolio
|
Q2 2025
Reduced 35.5%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
317
shares
|
$44,991
0.02% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
311
shares
|
$44,140
0.01% of portfolio
|
Q3 2024
Added 1455.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
311
shares
|
$44,140
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
309
shares
|
$43,856
0.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
307
shares
|
$43,572
0.01% of portfolio
|
Q2 2025
Added 0.66%
|