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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
4,369
shares
|
$614,456
0.12% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,351
shares
|
$611,924
0.02% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
4,339
shares
|
$610,236
0.3% of portfolio
|
Q3 2025
Added 32.37%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
4,334
shares
|
$609,533
0.12% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,321
shares
|
$607,705
0.57% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
4,310
shares
|
$606,158
0.06% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,290
shares
|
$603,345
0.03% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
4,290
shares
|
$603,345
0.03% of portfolio
|
Q3 2025
Added 29.84%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
4,289
shares
|
$603,204
0.05% of portfolio
|
Q4 2025
Added 184.79%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
4,269
shares
|
$600,392
0.11% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
4,264
shares
|
$599,688
0.05% of portfolio
|
Q1 2024
Added 24.13%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
4,251
shares
|
$597,860
0.29% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,245
shares
|
$597,016
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
4,218
shares
|
$593,219
0.2% of portfolio
|
Q4 2025
Added 4.35%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,206
shares
|
$591,531
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,203
shares
|
$591,109
0.05% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,179
shares
|
$587,734
0.01% of portfolio
|
Q4 2025
Added 15.83%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
4,178
shares
|
$587,593
0.13% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,155
shares
|
$584,359
0.14% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
4,147
shares
|
$583,234
0.02% of portfolio
|
Q4 2025
Reduced 9.3%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
4,123
shares
|
$579,858
0.1% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
4,121
shares
|
$579,577
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,117
shares
|
$579,014
0.03% of portfolio
|
Q3 2025
Reduced 18.8%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
4,080
shares
|
$573,811
0.06% of portfolio
|
Q4 2025
Reduced 13.54%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
4,045
shares
|
$568,888
0.2% of portfolio
|
Q3 2025
Added 18.07%
|
|