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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
5,300
shares
|
$719,846
0.23% of portfolio
|
Q1 2020
Added 15.22%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,297
shares
|
$719,438
0.07% of portfolio
|
Q1 2025
Added 64.45%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
5,296
shares
|
$719,302
0.01% of portfolio
|
Q2 2025
Reduced 91.39%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
5,294
shares
|
$719,031
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
5,260
shares
|
$714,413
0.26% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,249
shares
|
$712,919
0.11% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,248
shares
|
$712,783
0.04% of portfolio
|
Q3 2024
Added 45.78%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
5,201
shares
|
$706,399
0.07% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
5,200
shares
|
$706,264
0.03% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
5,180
shares
|
$703,547
0.0% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
5,160
shares
|
$700,831
0.03% of portfolio
|
Q2 2022
Reduced 7.19%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
5,159
shares
|
$700,695
0.61% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
5,119
shares
|
$695,262
0.09% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,115
shares
|
$694,719
0.05% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
5,112
shares
|
$694,311
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
5,092
shares
|
$691,595
0.24% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
5,092
shares
|
$691,595
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,075
shares
|
$689,286
0.04% of portfolio
|
Q1 2025
Added 126.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,058
shares
|
$686,977
0.05% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
5,057
shares
|
$686,841
0.17% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
5,044
shares
|
$685,076
0.14% of portfolio
|
Q1 2022
Reduced 2.29%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
5,039
shares
|
$684,396
0.18% of portfolio
|
Q1 2025
Reduced 17.92%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
5,029
shares
|
$683,038
0.09% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
5,011
shares
|
$680,594
0.32% of portfolio
|
Q1 2025
Added 1587.21%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
5,003
shares
|
$679,507
0.06% of portfolio
|
Q2 2025
New holding
|