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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,057
shares
|
$429,936
0.07% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,026
shares
|
$425,576
0.29% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,013
shares
|
$423,748
0.03% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
3,008
shares
|
$423,045
0.06% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,008
shares
|
$423,045
0.02% of portfolio
|
Q3 2025
Added 31.93%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
3,004
shares
|
$422,482
0.04% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,004
shares
|
$422,482
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,002
shares
|
$422,201
0.08% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,000
shares
|
$421,919
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
2,998
shares
|
$421,638
0.04% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
2,974
shares
|
$418,263
0.01% of portfolio
|
Q3 2025
Added 66.24%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,964
shares
|
$416,856
0.13% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,960
shares
|
$416,294
0.09% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
2,960
shares
|
$416,294
0.02% of portfolio
|
Q4 2024
Added 51.02%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
2,944
shares
|
$414,044
0.17% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
2,938
shares
|
$413,200
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,926
shares
|
$411,512
0.1% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
2,925
shares
|
$411,371
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,923
shares
|
$411,090
0.06% of portfolio
|
Q1 2024
Reduced 51.19%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
2,922
shares
|
$410,950
0.12% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
2,916
shares
|
$410,106
0.15% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,915
shares
|
$409,965
0.17% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jan 23, 2026 Q4 2025 |
2,908
shares
|
$408,981
0.3% of portfolio
|
Q4 2025
Added 7.39%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
2,907
shares
|
$408,840
0.09% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,882
shares
|
$405,324
0.23% of portfolio
|
Q1 2023
Added 0.8%
|
|