Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,492 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 $9.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,040
shares
|
$568,185
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 20, 2026 Q4 2025 |
4,036
shares
|
$567,623
0.13% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
4,033
shares
|
$567,201
0.07% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
4,000
shares
|
$562,560
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$562,560
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
3,994
shares
|
$561,716
0.05% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
3,987
shares
|
$560,731
0.04% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,977
shares
|
$559,325
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
3,972
shares
|
$558,622
0.33% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
3,970
shares
|
$558,340
0.13% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,967
shares
|
$557,918
0.01% of portfolio
|
Q3 2025
Reduced 34.29%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
3,957
shares
|
$556,512
0.21% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,926
shares
|
$552,152
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
3,905
shares
|
$549,199
0.27% of portfolio
|
Q3 2025
Added 68.46%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,893
shares
|
$547,511
0.02% of portfolio
|
Q3 2025
Added 108.07%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
3,873
shares
|
$544,698
0.3% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
3,863
shares
|
$543,292
0.26% of portfolio
|
Q4 2025
Added 4.35%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,859
shares
|
$542,729
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
3,851
shares
|
$541,604
0.01% of portfolio
|
Q3 2025
Added 72.3%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
3,850
shares
|
$541,464
0.02% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,832
shares
|
$538,932
0.03% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
3,825
shares
|
$537,948
0.12% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,824
shares
|
$537,807
0.06% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,819
shares
|
$537,104
0.16% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,804
shares
|
$534,994
0.01% of portfolio
|
Q3 2025
Added 34.94%
|
|