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 |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
4,292
shares
|
$582,939
0.13% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
4,280
shares
|
$581,309
0.01% of portfolio
|
Q3 2024
Reduced 35.59%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
4,273
shares
|
$580,358
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
4,264
shares
|
$579,136
0.06% of portfolio
|
Q1 2024
Added 24.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
4,255
shares
|
$577,914
0.05% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,253
shares
|
$577,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,247
shares
|
$576,827
0.1% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,245
shares
|
$576,555
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
4,236
shares
|
$575,333
0.25% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
4,234
shares
|
$575,061
0.02% of portfolio
|
Q2 2025
Added 127.15%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
4,222
shares
|
$573,432
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,210
shares
|
$571,802
0.19% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,208
shares
|
$571,530
0.17% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,206
shares
|
$571,258
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,203
shares
|
$570,851
0.05% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
4,202
shares
|
$570,715
0.31% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,197
shares
|
$570,036
0.0% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
4,174
shares
|
$566,912
0.14% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
4,143
shares
|
$562,702
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,140
shares
|
$562,294
0.2% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
4,139
shares
|
$562,158
0.1% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
4,113
shares
|
$558,627
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,103
shares
|
$557,269
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,094
shares
|
$556,047
0.05% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,093
shares
|
$555,911
0.06% of portfolio
|
Q2 2025
Added 10.86%
|