Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,456 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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,905
shares
|
$802,017
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
5,884
shares
|
$799,164
0.05% of portfolio
|
Q1 2023
Added 125.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,866
shares
|
$796,720
0.29% of portfolio
|
Q3 2022
Added 9.32%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
5,844
shares
|
$793,732
0.0% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,838
shares
|
$792,917
0.04% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
5,825
shares
|
$791,151
0.02% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,805
shares
|
$788,435
0.05% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
5,795
shares
|
$787,076
0.03% of portfolio
|
Q3 2023
Reduced 20.56%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
5,734
shares
|
$778,791
0.11% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
5,726
shares
|
$777,705
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
5,717
shares
|
$776,482
0.48% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
5,708
shares
|
$775,260
0.1% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,705
shares
|
$774,853
0.44% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,677
shares
|
$771,050
0.05% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,658
shares
|
$768,469
1.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
5,581
shares
|
$758,011
0.07% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
5,577
shares
|
$757,468
0.04% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,568
shares
|
$756,245
0.06% of portfolio
|
Q2 2024
Added 21.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,531
shares
|
$751,220
0.11% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5,482
shares
|
$744,565
0.79% of portfolio
|
Q1 2025
Reduced 30.56%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,448
shares
|
$739,947
0.02% of portfolio
|
Q2 2024
Added 23.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,385
shares
|
$731,390
0.02% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
5,378
shares
|
$730,439
0.04% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,322
shares
|
$722,834
0.1% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,321
shares
|
$722,698
0.01% of portfolio
|
Q1 2025
New holding
|