Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,490 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,972
shares
|
$3.23 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
22,949
shares
|
$3.23 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
22,773
shares
|
$3.2 Million
1.8% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
22,682
shares
|
$3.19 Million
0.81% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
22,055
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
22,014
shares
|
$3.1 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
21,972
shares
|
$3.09 Million
0.81% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,945
shares
|
$3.09 Million
0.09% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
21,837
shares
|
$3.07 Million
0.93% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
21,784
shares
|
$3.06 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,660
shares
|
$3.05 Million
0.1% of portfolio
|
Q2 2020
Added 5.51%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
21,613
shares
|
$3.04 Million
0.11% of portfolio
|
Q4 2025
Added 5.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
21,597
shares
|
$3.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
21,445
shares
|
$3.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
21,307
shares
|
$3 Million
0.06% of portfolio
|
Q3 2025
Added 32.62%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
21,250
shares
|
$2.99 Million
0.7% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
21,155
shares
|
$2.98 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
20,836
shares
|
$2.93 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
20,526
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
20,504
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
20,289
shares
|
$2.85 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
20,151
shares
|
$2.83 Million
0.09% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
20,057
shares
|
$2.82 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
19,813
shares
|
$2.79 Million
0.28% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
19,706
shares
|
$2.77 Million
0.08% of portfolio
|
Q3 2025
Added 4.9%
|
|