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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$40,746
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
300
shares
|
$40,746
0.01% of portfolio
|
Q2 2023
Reduced 91.47%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
298
shares
|
$40,474
0.03% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
292
shares
|
$39,659
0.0% of portfolio
|
Q4 2023
Added 2.46%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
289
shares
|
$39,251
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
279
shares
|
$37,893
0.02% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
270
shares
|
$36,671
0.02% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
261
shares
|
$35,449
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
254
shares
|
$34,498
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
252
shares
|
$34,226
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
251
shares
|
$34,090
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$33,955
0.0% of portfolio
|
Q1 2020
Reduced 69.51%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
250
shares
|
$33,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
250
shares
|
$33,955
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
240
shares
|
$32,596
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
238
shares
|
$32,325
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
235
shares
|
$31,917
0.0% of portfolio
|
Q1 2024
Reduced 24.44%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
230
shares
|
$31,238
0.03% of portfolio
|
Q1 2022
Added 24.32%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
227
shares
|
$30,831
0.03% of portfolio
|
Q4 2024
Reduced 59.32%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
221
shares
|
$30,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
221
shares
|
$30,016
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
220
shares
|
$29,880
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
216
shares
|
$29,337
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
203
shares
|
$27,571
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
203
shares
|
$27,571
0.0% of portfolio
|
Q4 2024
New holding
|