Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,454 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
23,043
shares
|
$3.13 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,002
shares
|
$3.12 Million
0.07% of portfolio
|
Q4 2023
Reduced 5.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,973
shares
|
$3.12 Million
0.21% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,972
shares
|
$3.12 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
22,968
shares
|
$3.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
22,601
shares
|
$3.07 Million
0.07% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
22,321
shares
|
$3.03 Million
1.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
22,291
shares
|
$3.03 Million
1.08% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
22,224
shares
|
$3.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
22,129
shares
|
$3.01 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
22,031
shares
|
$2.99 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
21,962
shares
|
$2.98 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
21,868
shares
|
$2.97 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
21,828
shares
|
$2.96 Million
1.57% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,660
shares
|
$2.94 Million
0.1% of portfolio
|
Q2 2020
Added 5.51%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
21,573
shares
|
$2.93 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
21,476
shares
|
$2.92 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
21,318
shares
|
$2.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
21,299
shares
|
$2.89 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
21,286
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
21,250
shares
|
$2.89 Million
0.78% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
21,088
shares
|
$2.86 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,898
shares
|
$2.84 Million
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
20,846
shares
|
$2.83 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
20,606
shares
|
$2.8 Million
0.06% of portfolio
|
Q1 2025
Added 3.99%
|