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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
73
shares
|
$10,360
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
70
shares
|
$9,935
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
68
shares
|
$9,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67
shares
|
$9,509
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
61
shares
|
$8,657
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
55
shares
|
$7,806
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
53
shares
|
$7,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
52
shares
|
$7,380
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
50
shares
|
$7,096
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$6,812
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,535
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,535
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
36
shares
|
$5,109
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
30
shares
|
$4,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
27
shares
|
$3,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
26
shares
|
$3,690
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$3,548
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
18
shares
|
$2,554
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
16
shares
|
$2,270
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
15
shares
|
$2,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
14
shares
|
$1,987
0.0% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
10
shares
|
$1,419
0.0% of portfolio
|
Q4 2020
Reduced 65.52%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
5
shares
|
$709
0.0% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
4
shares
|
$567
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|