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 |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
17,677
shares
|
$2.49 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
17,538
shares
|
$2.47 Million
0.12% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,484
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17,475
shares
|
$2.46 Million
0.22% of portfolio
|
Q2 2021
Reduced 1.36%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
17,115
shares
|
$2.41 Million
0.08% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
17,082
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.25%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
16,938
shares
|
$2.38 Million
0.09% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
16,930
shares
|
$2.38 Million
0.37% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
16,823
shares
|
$2.37 Million
1.16% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
16,717
shares
|
$2.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 26.55%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
16,698
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
16,676
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
16,665
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
16,656
shares
|
$2.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
16,630
shares
|
$2.34 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
16,613
shares
|
$2.34 Million
0.07% of portfolio
|
Q4 2025
Added 15.4%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
16,411
shares
|
$2.31 Million
0.32% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,384
shares
|
$2.3 Million
0.06% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,313
shares
|
$2.29 Million
0.11% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
16,308
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,130
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
16,010
shares
|
$2.25 Million
0.41% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
16,000
shares
|
$2.25 Million
0.14% of portfolio
|
Q4 2020
Reduced 2.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
15,975
shares
|
$2.25 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
15,969
shares
|
$2.25 Million
0.65% of portfolio
|
Q4 2025
Added 3.11%
|
|