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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,270
shares
|
$172,491
0.06% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,263
shares
|
$171,540
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,255
shares
|
$170,454
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
1,250
shares
|
$169,775
0.04% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
1,232
shares
|
$167,330
0.14% of portfolio
|
Q3 2021
Reduced 21.33%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,211
shares
|
$164,478
0.07% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,200
shares
|
$162,984
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,197
shares
|
$162,576
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
1,196
shares
|
$162,440
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
1,180
shares
|
$160,267
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
1,152
shares
|
$156,464
0.02% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,145
shares
|
$155,513
0.04% of portfolio
|
Q2 2024
Reduced 57.0%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,127
shares
|
$153,069
0.02% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,109
shares
|
$150,624
0.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,102
shares
|
$149,673
0.08% of portfolio
|
Q1 2024
Reduced 53.15%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,094
shares
|
$148,587
0.04% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,093
shares
|
$148,451
0.09% of portfolio
|
Q4 2023
Reduced 34.94%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,066
shares
|
$144,784
0.01% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,061
shares
|
$144,105
0.0% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,038
shares
|
$140,981
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,017
shares
|
$138,128
0.05% of portfolio
|
Q1 2025
Added 52.47%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,015
shares
|
$137,857
0.05% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,000
shares
|
$135,820
0.07% of portfolio
|
Q4 2023
Reduced 55.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
999
shares
|
$135,684
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
951
shares
|
$129,164
0.06% of portfolio
|
Q2 2025
Added 8.44%
|