Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,491 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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
15,883
shares
|
$2.23 Million
0.26% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
15,733
shares
|
$2.21 Million
0.02% of portfolio
|
Q4 2025
Added 40.15%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
15,711
shares
|
$2.21 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
15,695
shares
|
$2.21 Million
0.2% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 06, 2025 Q3 2025 |
15,680
shares
|
$2.21 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
15,653
shares
|
$2.2 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
15,568
shares
|
$2.19 Million
0.8% of portfolio
|
Q1 2025
Added 258.71%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
15,460
shares
|
$2.17 Million
0.52% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
15,405
shares
|
$2.17 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
15,400
shares
|
$2.17 Million
0.36% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
15,309
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
15,280
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
15,260
shares
|
$2.15 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
15,253
shares
|
$2.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
15,231
shares
|
$2.14 Million
0.63% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
15,170
shares
|
$2.13 Million
1.41% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,982
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
14,969
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
14,953
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
14,901
shares
|
$2.1 Million
0.55% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
14,824
shares
|
$2.08 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
14,494
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,488
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
14,432
shares
|
$2.03 Million
0.21% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
14,401
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2025
Added 0.88%
|
|