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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,776
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.57%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
7,771
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
7,750
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
7,729
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2025
Added 7.68%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,715
shares
|
$1.09 Million
0.79% of portfolio
|
Q3 2025
Reduced 24.1%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
7,616
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
7,608
shares
|
$1.07 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
7,604
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
7,570
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,548
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
7,542
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2025
Reduced 7.53%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
7,540
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
7,483
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
7,468
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,467
shares
|
$1.05 Million
0.83% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
7,454
shares
|
$1.05 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
7,436
shares
|
$1.05 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,395
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
7,343
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2025
Added 57.64%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
7,337
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
7,336
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
7,331
shares
|
$1.03 Million
0.75% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,330
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Reduced 55.0%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
7,322
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2025
Reduced 50.52%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
7,320
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2025
Added 0.41%
|
|