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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,495
shares
|
$474,690
0.08% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
3,494
shares
|
$474,555
0.11% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,492
shares
|
$474,283
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
3,487
shares
|
$473,604
0.07% of portfolio
|
Q1 2025
Added 2463.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,466
shares
|
$470,752
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
3,461
shares
|
$470,073
0.19% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
3,450
shares
|
$468,579
0.34% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
3,432
shares
|
$466,134
0.25% of portfolio
|
Q3 2020
Reduced 5.45%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,426
shares
|
$465,319
0.17% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,425
shares
|
$465,183
0.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
3,418
shares
|
$464,232
0.29% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
3,410
shares
|
$463,146
0.12% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,410
shares
|
$463,146
0.0% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
3,400
shares
|
$461,788
0.04% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
3,395
shares
|
$461,108
0.06% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,390
shares
|
$460,429
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,387
shares
|
$460,022
0.03% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
3,382
shares
|
$459,343
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,373
shares
|
$458,120
0.05% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,371
shares
|
$457,849
0.22% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
3,355
shares
|
$455,676
0.15% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,353
shares
|
$455,404
0.09% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
3,345
shares
|
$454,317
0.04% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
3,344
shares
|
$454,182
0.28% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
3,325
shares
|
$451,601
0.24% of portfolio
|
Q1 2025
Added 0.7%
|