Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,455 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
110
shares
|
$15,127
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
108
shares
|
$14,852
0.01% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
102
shares
|
$14,027
0.0% of portfolio
|
Q3 2024
Added 104.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$13,752
0.01% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
100
shares
|
$13,752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
100
shares
|
$13,752
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
98
shares
|
$13,476
0.0% of portfolio
|
Q1 2025
Added 30.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
97
shares
|
$13,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
95
shares
|
$13,064
0.01% of portfolio
|
Q4 2024
Reduced 99.16%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
90
shares
|
$12,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
90
shares
|
$12,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
88
shares
|
$12,101
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
82
shares
|
$11,276
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
77
shares
|
$10,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
75
shares
|
$10,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
75
shares
|
$10,314
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
73
shares
|
$10,038
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
73
shares
|
$10,038
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67
shares
|
$9,213
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
61
shares
|
$8,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
60
shares
|
$8,251
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
55
shares
|
$7,563
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
53
shares
|
$7,288
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
52
shares
|
$7,151
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
50
shares
|
$6,876
0.0% of portfolio
|
Q2 2025
New holding
|