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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$6,600
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,363
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,363
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
36
shares
|
$4,950
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
27
shares
|
$3,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
26
shares
|
$3,575
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$3,438
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
25
shares
|
$3,438
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
18
shares
|
$2,475
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
17
shares
|
$2,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
16
shares
|
$2,200
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
15
shares
|
$2,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
10
shares
|
$1,375
0.0% of portfolio
|
Q4 2020
Reduced 65.52%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
5
shares
|
$687
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
4
shares
|
$550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2
shares
|
$275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|