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 |
|---|---|---|---|---|---|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,520
shares
|
$206,446
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
1,519
shares
|
$206,310
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
1,516
shares
|
$205,903
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
1,511
shares
|
$205,224
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,507
shares
|
$204,680
0.06% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
1,506
shares
|
$204,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,506
shares
|
$204,544
0.01% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,504
shares
|
$204,273
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$203,730
0.03% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,500
shares
|
$203,730
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$203,730
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$203,730
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
1,497
shares
|
$203,322
0.06% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,490
shares
|
$202,371
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
1,438
shares
|
$195,309
0.05% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,425
shares
|
$193,543
0.18% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,421
shares
|
$193,000
0.0% of portfolio
|
Q1 2025
Reduced 97.84%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,388
shares
|
$188,518
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,377
shares
|
$187,024
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,349
shares
|
$183,221
0.02% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,332
shares
|
$180,912
0.0% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,328
shares
|
$180,368
0.04% of portfolio
|
Q1 2025
Added 123.19%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,326
shares
|
$180,097
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,300
shares
|
$176,566
0.03% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,281
shares
|
$173,985
0.04% of portfolio
|
Q2 2021
Reduced 25.35%
|