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 |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
1,870
shares
|
$253,983
0.02% of portfolio
|
Q1 2025
Reduced 72.63%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
1,870
shares
|
$253,983
0.05% of portfolio
|
Q4 2023
Reduced 11.79%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,863
shares
|
$253,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,862
shares
|
$252,896
0.11% of portfolio
|
Q1 2025
Reduced 81.81%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,859
shares
|
$252,489
0.16% of portfolio
|
Q4 2024
Reduced 29.02%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,853
shares
|
$251,674
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,849
shares
|
$251,131
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
1,849
shares
|
$251,131
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,840
shares
|
$249,908
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,838
shares
|
$249,637
0.02% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,838
shares
|
$249,637
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
1,835
shares
|
$249,229
0.02% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
1,814
shares
|
$246,377
0.03% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,813
shares
|
$246,241
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,812
shares
|
$246,105
0.0% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,800
shares
|
$244,476
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
1,792
shares
|
$243,389
0.01% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,790
shares
|
$243,117
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,785
shares
|
$242,438
0.0% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1,779
shares
|
$241,623
0.11% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,773
shares
|
$240,808
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,766
shares
|
$239,858
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,754
shares
|
$238,228
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,750
shares
|
$237,685
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
1,747
shares
|
$237,277
0.0% of portfolio
|
Q1 2025
Reduced 8.34%
|