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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
9,953
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
9,902
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Added 37.2%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
9,898
shares
|
$1.34 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,898
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
9,892
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
9,868
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,778
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
9,718
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
9,711
shares
|
$1.32 Million
0.71% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
9,665
shares
|
$1.31 Million
0.33% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
9,663
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
9,645
shares
|
$1.31 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
9,620
shares
|
$1.31 Million
0.21% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
9,555
shares
|
$1.3 Million
0.07% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
9,531
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Added 52.62%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
9,487
shares
|
$1.29 Million
0.68% of portfolio
|
Q1 2025
Added 282.69%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
9,473
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,446
shares
|
$1.28 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
9,402
shares
|
$1.28 Million
1.19% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
9,400
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,395
shares
|
$1.28 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
9,392
shares
|
$1.28 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,282
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
9,253
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
9,253
shares
|
$1.26 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.44%
|