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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,775
shares
|
$530,916
0.09% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,774
shares
|
$530,775
0.09% of portfolio
|
Q4 2020
Added 2.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,764
shares
|
$529,368
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
3,740
shares
|
$525,993
0.1% of portfolio
|
Q4 2025
Reduced 17.2%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
3,738
shares
|
$525,712
0.07% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,734
shares
|
$525,149
0.01% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
3,714
shares
|
$522,336
0.1% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,708
shares
|
$521,493
0.09% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
3,700
shares
|
$520,367
0.18% of portfolio
|
Q4 2025
Added 56.85%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
3,695
shares
|
$519,664
0.38% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,691
shares
|
$519,102
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,685
shares
|
$518,258
0.18% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,659
shares
|
$514,601
0.03% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3,641
shares
|
$512,070
0.23% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,632
shares
|
$510,804
0.11% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,625
shares
|
$509,819
0.24% of portfolio
|
Q1 2020
Added 9.02%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
3,605
shares
|
$507,007
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,602
shares
|
$506,585
0.02% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
3,601
shares
|
$506,444
0.13% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,594
shares
|
$505,460
0.17% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
3,590
shares
|
$504,897
0.18% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
3,572
shares
|
$502,366
0.17% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,566
shares
|
$501,522
0.39% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,556
shares
|
$500,115
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
3,537
shares
|
$497,443
0.12% of portfolio
|
Q4 2025
Added 0.86%
|
|