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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
131
shares
|
$18,592
0.0% of portfolio
|
Q2 2021
Reduced 43.29%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
127
shares
|
$18,025
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
123
shares
|
$17,457
0.0% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
122
shares
|
$17,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
120
shares
|
$17,031
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
115
shares
|
$16,321
0.0% of portfolio
|
Q2 2021
Reduced 99.12%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
112
shares
|
$15,896
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
110
shares
|
$15,612
0.0% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
110
shares
|
$15,612
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
108
shares
|
$15,328
0.01% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
102
shares
|
$14,476
0.0% of portfolio
|
Q3 2024
Added 104.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
100
shares
|
$14,193
0.01% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
100
shares
|
$14,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
100
shares
|
$14,193
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
98
shares
|
$13,909
0.0% of portfolio
|
Q1 2025
Added 30.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
97
shares
|
$13,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
95
shares
|
$13,483
0.01% of portfolio
|
Q4 2024
Reduced 99.16%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
90
shares
|
$12,773
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
90
shares
|
$12,773
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
82
shares
|
$11,638
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
77
shares
|
$10,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
75
shares
|
$10,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
75
shares
|
$10,644
0.0% of portfolio
|
Q2 2025
Reduced 85.6%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
75
shares
|
$10,644
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
74
shares
|
$10,502
0.0% of portfolio
|
Q2 2025
Added 1.37%
|