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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,764
shares
|
$810,648
0.05% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,751
shares
|
$808,820
0.01% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
5,716
shares
|
$803,898
0.63% of portfolio
|
Q4 2025
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
5,715
shares
|
$803,757
0.35% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,705
shares
|
$802,351
0.44% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,700
shares
|
$801,647
0.0% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
5,687
shares
|
$799,819
0.1% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
5,686
shares
|
$799,679
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
5,672
shares
|
$797,710
0.1% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
5,662
shares
|
$796,303
0.03% of portfolio
|
Q4 2025
Reduced 13.74%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,658
shares
|
$795,741
1.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,657
shares
|
$795,600
0.05% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
5,638
shares
|
$792,928
0.02% of portfolio
|
Q4 2025
Added 15.58%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
5,582
shares
|
$785,052
0.13% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
5,581
shares
|
$784,911
0.06% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,568
shares
|
$783,083
0.06% of portfolio
|
Q2 2024
Added 21.89%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,490
shares
|
$772,113
0.02% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,448
shares
|
$766,206
0.02% of portfolio
|
Q2 2024
Added 23.09%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
5,426
shares
|
$763,112
0.12% of portfolio
|
Q4 2025
Added 97.96%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
5,405
shares
|
$760,159
0.03% of portfolio
|
Q4 2025
Added 8.64%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,364
shares
|
$754,392
0.09% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
5,300
shares
|
$745,391
0.23% of portfolio
|
Q1 2020
Added 15.22%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
5,294
shares
|
$744,548
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,267
shares
|
$740,750
0.02% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
5,266
shares
|
$740,610
0.02% of portfolio
|
Q4 2025
Added 24.34%
|
|