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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
8,969
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
8,956
shares
|
$1.26 Million
0.3% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
8,918
shares
|
$1.25 Million
0.46% of portfolio
|
Q4 2025
Reduced 5.75%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,882
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,863
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2022
Added 6.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,849
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,848
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
8,847
shares
|
$1.24 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
8,809
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2025
Added 35.09%
|
|
|
Winthrop Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
8,794
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
8,780
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
8,748
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2025
Added 20.98%
|
|
|
Edge Wealth Management LLC
|
Jan 12, 2026 Q4 2025 |
8,712
shares
|
$1.23 Million
0.25% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jan 15, 2026 Q4 2025 |
8,705
shares
|
$1.22 Million
1.12% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,699
shares
|
$1.22 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
8,640
shares
|
$1.22 Million
0.4% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,628
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
8,608
shares
|
$1.21 Million
0.15% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,602
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,567
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
8,521
shares
|
$1.2 Million
0.53% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
8,511
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
8,504
shares
|
$1.2 Million
0.39% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
8,455
shares
|
$1.19 Million
0.39% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,450
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.45%
|
|