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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
19,691
shares
|
$2.77 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
19,631
shares
|
$2.76 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
19,600
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
19,536
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
19,341
shares
|
$2.72 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
19,260
shares
|
$2.71 Million
0.97% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
19,181
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
19,098
shares
|
$2.69 Million
0.41% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
19,019
shares
|
$2.67 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
18,964
shares
|
$2.67 Million
0.11% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 20, 2026 Q4 2025 |
18,872
shares
|
$2.65 Million
6.06% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
18,565
shares
|
$2.61 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
18,519
shares
|
$2.6 Million
0.31% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
18,459
shares
|
$2.6 Million
0.07% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
18,348
shares
|
$2.58 Million
1.1% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,273
shares
|
$2.57 Million
0.45% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
18,269
shares
|
$2.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
18,242
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
18,153
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
17,970
shares
|
$2.53 Million
0.32% of portfolio
|
Q4 2025
Added 16.39%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
17,907
shares
|
$2.52 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
17,830
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
17,691
shares
|
$2.49 Million
1.19% of portfolio
|
Q3 2025
Reduced 11.79%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
17,691
shares
|
$2.49 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
17,687
shares
|
$2.49 Million
0.91% of portfolio
|
Q3 2025
Added 0.56%
|
|