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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,361
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
13,356
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,337
shares
|
$1.88 Million
0.15% of portfolio
|
Q2 2025
Reduced 65.49%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
13,318
shares
|
$1.87 Million
0.92% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
13,256
shares
|
$1.86 Million
1.86% of portfolio
|
Q3 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
13,255
shares
|
$1.86 Million
0.56% of portfolio
|
Q4 2025
Reduced 4.01%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
13,250
shares
|
$1.86 Million
0.5% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
13,240
shares
|
$1.86 Million
0.77% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,219
shares
|
$1.86 Million
0.8% of portfolio
|
Q2 2023
Reduced 42.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
13,209
shares
|
$1.86 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
13,131
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2025
Added 15.9%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
13,126
shares
|
$1.85 Million
0.48% of portfolio
|
Q4 2025
Reduced 9.1%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
13,087
shares
|
$1.84 Million
0.1% of portfolio
|
Q4 2025
Reduced 11.75%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
12,932
shares
|
$1.82 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
12,854
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,819
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
12,802
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
12,797
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,720
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
12,637
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,630
shares
|
$1.78 Million
0.11% of portfolio
|
Q2 2022
Reduced 1.94%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,611
shares
|
$1.77 Million
0.68% of portfolio
|
Q1 2024
Reduced 26.75%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
12,444
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
12,434
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
12,380
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2025
Added 4.6%
|
|