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 |
|---|---|---|---|---|---|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
3,314
shares
|
$450,107
0.16% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
3,304
shares
|
$448,749
0.04% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
3,294
shares
|
$447,391
0.01% of portfolio
|
Q2 2024
Added 3331.25%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,286
shares
|
$446,304
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
3,275
shares
|
$444,810
0.38% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,261
shares
|
$442,909
0.03% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
3,259
shares
|
$442,637
0.02% of portfolio
|
Q1 2025
Reduced 40.9%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
3,253
shares
|
$441,822
0.02% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
3,251
shares
|
$441,550
0.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
3,250
shares
|
$441,415
0.09% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,246
shares
|
$440,871
0.01% of portfolio
|
Q1 2025
Reduced 80.62%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,227
shares
|
$438,291
0.0% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,223
shares
|
$437,747
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
3,219
shares
|
$437,204
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,201
shares
|
$434,759
0.26% of portfolio
|
Q1 2023
Reduced 9.27%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,199
shares
|
$434,488
0.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
3,193
shares
|
$433,673
0.04% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
3,180
shares
|
$431,907
0.13% of portfolio
|
Q1 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
3,172
shares
|
$430,821
0.07% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
3,167
shares
|
$430,141
0.03% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,154
shares
|
$428,376
0.01% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
3,126
shares
|
$424,573
0.06% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
3,099
shares
|
$420,906
0.05% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
3,081
shares
|
$418,461
0.06% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
3,065
shares
|
$416,288
0.28% of portfolio
|
Q4 2022
Reduced 1.92%
|