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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
306
shares
|
$43,430
0.03% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
304
shares
|
$43,146
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$42,579
0.01% of portfolio
|
Q3 2020
Reduced 73.0%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$42,579
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$42,579
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
300
shares
|
$42,579
0.0% of portfolio
|
Q2 2023
Reduced 91.47%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
298
shares
|
$42,295
0.03% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
292
shares
|
$41,443
0.0% of portfolio
|
Q4 2023
Added 2.46%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
292
shares
|
$41,443
0.0% of portfolio
|
Q2 2025
Added 231.82%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
289
shares
|
$41,017
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
288
shares
|
$40,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
283
shares
|
$40,166
0.03% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
270
shares
|
$38,321
0.02% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
261
shares
|
$37,043
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
258
shares
|
$36,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
254
shares
|
$36,050
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
253
shares
|
$35,908
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$35,482
0.0% of portfolio
|
Q1 2020
Reduced 69.51%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
250
shares
|
$35,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
250
shares
|
$35,482
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
248
shares
|
$35,198
0.02% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
240
shares
|
$34,063
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
238
shares
|
$33,779
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
235
shares
|
$33,353
0.0% of portfolio
|
Q1 2024
Reduced 24.44%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
234
shares
|
$33,211
0.01% of portfolio
|
Q2 2025
New holding
|