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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
2,835
shares
|
$385,049
0.02% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,828
shares
|
$384,098
0.07% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
2,819
shares
|
$382,876
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
2,818
shares
|
$382,740
0.15% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
2,818
shares
|
$382,740
0.01% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
2,817
shares
|
$382,604
0.03% of portfolio
|
Q1 2025
Reduced 59.16%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
2,805
shares
|
$380,975
0.21% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
2,793
shares
|
$379,345
0.04% of portfolio
|
Q1 2025
Reduced 36.62%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,783
shares
|
$377,987
0.27% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
2,777
shares
|
$377,172
0.23% of portfolio
|
Q2 2025
Added 29.04%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
2,768
shares
|
$375,949
0.13% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
2,755
shares
|
$374,184
0.04% of portfolio
|
Q1 2018
Reduced 44.5%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,750
shares
|
$373,505
0.06% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
2,734
shares
|
$371,331
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,714
shares
|
$368,615
0.08% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,713
shares
|
$368,479
0.02% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
2,708
shares
|
$367,800
0.3% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,700
shares
|
$366,714
0.2% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
2,693
shares
|
$365,763
0.06% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
2,690
shares
|
$365,355
0.01% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,690
shares
|
$365,355
0.0% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,690
shares
|
$365,355
0.3% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,687
shares
|
$364,948
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
2,683
shares
|
$364,405
0.08% of portfolio
|
Q2 2025
Added 43.09%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,682
shares
|
$364,269
0.01% of portfolio
|
Q4 2024
New holding
|