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 |
|---|---|---|---|---|---|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
4,666
shares
|
$641,668
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,639
shares
|
$637,955
0.08% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
4,632
shares
|
$636,992
0.15% of portfolio
|
Q2 2025
Reduced 27.73%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,614
shares
|
$634,517
0.05% of portfolio
|
Q3 2023
Reduced 8.45%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
4,610
shares
|
$633,967
0.02% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,596
shares
|
$632,041
0.02% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,576
shares
|
$629,291
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
4,562
shares
|
$627,366
0.03% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
4,545
shares
|
$625,028
1.2% of portfolio
|
Q4 2023
New holding
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,536
shares
|
$623,790
0.03% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
4,515
shares
|
$620,902
0.21% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,475
shares
|
$615,402
0.11% of portfolio
|
Q4 2022
Added 18.04%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,475
shares
|
$615,402
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,469
shares
|
$614,576
0.11% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
4,460
shares
|
$613,339
0.3% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,459
shares
|
$613,201
0.12% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,456
shares
|
$612,789
0.07% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
4,454
shares
|
$612,514
0.23% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,447
shares
|
$611,551
0.31% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,446
shares
|
$611,413
0.04% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,420
shares
|
$607,838
0.22% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
4,409
shares
|
$606,325
0.06% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
4,392
shares
|
$603,987
0.06% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,387
shares
|
$603,300
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,369
shares
|
$600,824
0.13% of portfolio
|
Q1 2025
Reduced 3.06%
|