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 |
|---|---|---|---|---|---|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jan 21, 2026 Q4 2025 |
11,383
shares
|
$1.6 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
11,324
shares
|
$1.59 Million
0.34% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
11,301
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
11,292
shares
|
$1.59 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
11,273
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
11,258
shares
|
$1.58 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
11,234
shares
|
$1.58 Million
1.08% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,212
shares
|
$1.58 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
11,202
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
11,182
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
11,165
shares
|
$1.57 Million
0.16% of portfolio
|
Q2 2022
Added 0.45%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
11,153
shares
|
$1.57 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
11,151
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2025
Added 109.61%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
11,056
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
10,973
shares
|
$1.54 Million
0.53% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,958
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 24.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,934
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
10,891
shares
|
$1.53 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
10,885
shares
|
$1.53 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
10,873
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Added 53.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
10,866
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
10,806
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2025
Reduced 35.39%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
10,760
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
10,756
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,694
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 78.98%
|
|