Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,455 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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,764
shares
|
$517,625
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
3,719
shares
|
$511,436
0.14% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,685
shares
|
$506,761
0.18% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,684
shares
|
$506,623
0.02% of portfolio
|
Q1 2025
Reduced 58.75%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,670
shares
|
$504,698
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,659
shares
|
$503,185
0.03% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,636
shares
|
$500,022
0.23% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,625
shares
|
$498,510
0.23% of portfolio
|
Q1 2020
Added 9.02%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
3,615
shares
|
$497,134
0.17% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,608
shares
|
$496,172
0.05% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
3,600
shares
|
$495,072
0.03% of portfolio
|
Q1 2020
Reduced 1.64%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
3,590
shares
|
$493,696
0.18% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,579
shares
|
$492,184
0.02% of portfolio
|
Q2 2025
Reduced 91.07%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
3,572
shares
|
$491,221
0.17% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
3,570
shares
|
$490,946
0.0% of portfolio
|
Q1 2025
Added 71300.0%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
3,557
shares
|
$489,158
0.41% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,548
shares
|
$487,920
0.14% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
3,518
shares
|
$483,795
0.35% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,516
shares
|
$483,520
0.02% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
3,507
shares
|
$482,282
0.04% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,506
shares
|
$482,145
0.09% of portfolio
|
Q4 2023
Reduced 10.58%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
3,505
shares
|
$482,007
0.47% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,505
shares
|
$482,007
0.04% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
3,500
shares
|
$481,320
0.12% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,498
shares
|
$481,044
0.14% of portfolio
|
Q1 2025
Reduced 3.64%
|