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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,623
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
10,560
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,517
shares
|
$1.48 Million
0.29% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
10,507
shares
|
$1.48 Million
0.7% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
10,496
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,479
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 32.29%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
10,418
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
10,416
shares
|
$1.46 Million
0.35% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
10,349
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
10,300
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
10,273
shares
|
$1.44 Million
0.58% of portfolio
|
Q4 2019
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
10,265
shares
|
$1.44 Million
0.53% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
10,224
shares
|
$1.44 Million
0.56% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
10,209
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
10,151
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,065
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
10,023
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
9,992
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
9,956
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,918
shares
|
$1.39 Million
1.06% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
9,907
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
9,887
shares
|
$1.39 Million
1.06% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
9,884
shares
|
$1.39 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
9,869
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
9,809
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2025
Added 19.14%
|
|