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 |
|---|---|---|---|---|---|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
5,255
shares
|
$739,063
0.12% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
5,253
shares
|
$738,781
0.06% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
5,249
shares
|
$738,219
0.1% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
5,230
shares
|
$735,547
0.08% of portfolio
|
Q3 2025
Reduced 33.66%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,211
shares
|
$732,875
0.07% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
5,206
shares
|
$732,171
0.05% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
5,188
shares
|
$729,640
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
5,180
shares
|
$728,515
0.0% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,160
shares
|
$725,702
0.03% of portfolio
|
Q2 2022
Reduced 7.19%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
5,159
shares
|
$725,561
0.08% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
5,128
shares
|
$721,201
0.13% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,127
shares
|
$721,061
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,125
shares
|
$720,779
0.12% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
5,120
shares
|
$720,076
0.31% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
5,119
shares
|
$719,936
0.02% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,106
shares
|
$718,107
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
5,047
shares
|
$709,810
0.24% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
5,034
shares
|
$707,981
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
5,017
shares
|
$705,590
0.1% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
5,015
shares
|
$705,309
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
4,969
shares
|
$698,840
0.12% of portfolio
|
Q3 2025
Reduced 22.67%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
4,960
shares
|
$697,574
0.06% of portfolio
|
Q4 2025
Reduced 50.28%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
4,948
shares
|
$695,886
0.51% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,931
shares
|
$693,495
0.02% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,930
shares
|
$693,355
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|