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 |
|---|---|---|---|---|---|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
4,079
shares
|
$560,944
0.15% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,065
shares
|
$559,018
0.04% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
4,054
shares
|
$557,506
0.22% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,046
shares
|
$556,405
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,040
shares
|
$555,580
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
4,036
shares
|
$555,030
0.14% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
4,016
shares
|
$552,280
0.05% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,976
shares
|
$546,779
0.09% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
3,972
shares
|
$546,229
0.33% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
3,960
shares
|
$544,579
0.11% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
3,953
shares
|
$543,616
0.23% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,937
shares
|
$541,416
0.04% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,937
shares
|
$541,416
0.11% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,926
shares
|
$539,903
0.04% of portfolio
|
Q2 2024
Reduced 70.11%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,859
shares
|
$530,689
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,847
shares
|
$529,039
0.08% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,844
shares
|
$528,626
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
3,825
shares
|
$526,014
0.13% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
3,822
shares
|
$525,601
0.08% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,819
shares
|
$525,188
0.16% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
3,817
shares
|
$524,913
0.16% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,808
shares
|
$523,676
0.11% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
3,801
shares
|
$522,713
0.08% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,775
shares
|
$519,138
0.09% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,774
shares
|
$519,000
0.09% of portfolio
|
Q4 2020
Added 2.68%
|