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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
642
shares
|
$87,196
0.01% of portfolio
|
Q4 2024
Added 448.72%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
633
shares
|
$85,974
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
626
shares
|
$85,023
0.01% of portfolio
|
Q1 2023
Added 70.11%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
579
shares
|
$78,639
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
572
shares
|
$77,689
0.05% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
570
shares
|
$77,417
0.0% of portfolio
|
Q1 2024
Reduced 25.97%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
570
shares
|
$77,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
560
shares
|
$76,059
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
560
shares
|
$76,059
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
549
shares
|
$74,565
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
549
shares
|
$74,565
0.03% of portfolio
|
Q1 2023
Reduced 14.22%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
545
shares
|
$74,021
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
537
shares
|
$72,935
0.06% of portfolio
|
Q4 2023
Reduced 19.49%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
530
shares
|
$71,984
0.02% of portfolio
|
Q4 2022
Reduced 25.35%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
524
shares
|
$71,169
0.03% of portfolio
|
Q1 2025
Reduced 51.66%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
521
shares
|
$70,762
0.03% of portfolio
|
Q1 2025
Reduced 97.53%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
517
shares
|
$70,218
0.05% of portfolio
|
Q1 2025
Added 89.38%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
502
shares
|
$68,181
0.02% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
502
shares
|
$68,181
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
500
shares
|
$67,910
0.02% of portfolio
|
Q2 2023
Reduced 13.04%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
497
shares
|
$67,502
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
494
shares
|
$67,095
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
490
shares
|
$66,551
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
490
shares
|
$66,551
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
488
shares
|
$66,280
0.02% of portfolio
|
Q4 2024
Added 331.86%
|