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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,782
shares
|
$921,131
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
6,778
shares
|
$920,587
0.13% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,733
shares
|
$914,476
0.01% of portfolio
|
Q1 2025
Added 30.23%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,663
shares
|
$904,968
0.42% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,624
shares
|
$899,671
0.03% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
6,616
shares
|
$898,585
0.04% of portfolio
|
Q1 2025
Added 238.93%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
6,586
shares
|
$894,510
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
6,578
shares
|
$893,423
0.06% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
6,564
shares
|
$891,522
0.04% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
6,550
shares
|
$889,621
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
6,496
shares
|
$882,286
0.57% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,462
shares
|
$877,668
0.1% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
6,459
shares
|
$877,261
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
6,453
shares
|
$876,446
0.43% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
6,449
shares
|
$875,903
0.32% of portfolio
|
Q3 2024
Added 163.33%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
6,411
shares
|
$870,742
0.25% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
6,409
shares
|
$870,470
0.22% of portfolio
|
Q1 2025
Reduced 41.17%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
6,397
shares
|
$868,840
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
6,392
shares
|
$868,161
0.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,389
shares
|
$867,753
0.02% of portfolio
|
Q4 2023
Reduced 12.48%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
6,387
shares
|
$867,482
0.2% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
6,381
shares
|
$866,667
0.16% of portfolio
|
Q3 2023
Added 30.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
6,365
shares
|
$864,494
0.03% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
6,356
shares
|
$863,271
0.5% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
6,322
shares
|
$858,654
0.02% of portfolio
|
Q1 2025
Reduced 5.0%
|