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 |
|---|---|---|---|---|---|
|
Access Financial Services, Inc.
|
Jan 20, 2026 Q4 2025 |
2,317
shares
|
$325,862
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,305
shares
|
$324,175
0.07% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
2,302
shares
|
$323,753
0.03% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
2,289
shares
|
$321,924
0.05% of portfolio
|
Q4 2025
Reduced 8.73%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
2,285
shares
|
$321,362
0.27% of portfolio
|
Q4 2022
Reduced 11.61%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,276
shares
|
$320,096
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
2,275
shares
|
$319,955
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
2,267
shares
|
$318,830
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
2,267
shares
|
$318,830
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,263
shares
|
$318,268
0.21% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,260
shares
|
$317,846
0.01% of portfolio
|
Q4 2023
Reduced 11.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,253
shares
|
$316,861
0.02% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
2,250
shares
|
$316,439
0.21% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
2,242
shares
|
$315,314
0.15% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
2,240
shares
|
$315,033
0.03% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,237
shares
|
$314,611
0.11% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Hwg Holdings LP
Houston, TX |
Jan 12, 2026 Q4 2025 |
2,229
shares
|
$313,486
0.08% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
2,226
shares
|
$313,064
0.04% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
2,225
shares
|
$312,923
0.08% of portfolio
|
Q4 2025
Reduced 24.86%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
2,209
shares
|
$310,673
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,204
shares
|
$309,970
0.09% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,187
shares
|
$307,579
0.02% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
2,181
shares
|
$306,735
0.2% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,170
shares
|
$305,188
0.0% of portfolio
|
Q3 2025
Reduced 35.95%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,162
shares
|
$304,063
0.06% of portfolio
|
Q3 2025
Added 49.41%
|
|