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 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,984
shares
|
$685,399
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
4,961
shares
|
$682,236
0.11% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,955
shares
|
$681,411
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
4,948
shares
|
$680,448
0.3% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,931
shares
|
$678,111
0.02% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,930
shares
|
$677,973
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
4,904
shares
|
$674,398
0.09% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,858
shares
|
$668,072
0.07% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
4,851
shares
|
$667,109
0.09% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
4,851
shares
|
$667,109
0.13% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
4,827
shares
|
$663,809
0.72% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,807
shares
|
$661,058
0.11% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,785
shares
|
$658,033
0.03% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
4,781
shares
|
$657,483
0.03% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,768
shares
|
$655,695
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
4,766
shares
|
$655,420
0.15% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
4,765
shares
|
$655,282
0.18% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,755
shares
|
$653,907
0.03% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
4,750
shares
|
$653,220
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,724
shares
|
$649,644
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
4,716
shares
|
$648,544
0.05% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
4,715
shares
|
$648,406
0.17% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,715
shares
|
$648,406
0.02% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
4,711
shares
|
$647,856
0.23% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
4,677
shares
|
$643,181
0.5% of portfolio
|
Q2 2025
Added 51.02%
|