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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,156
shares
|
$303,219
0.01% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
2,151
shares
|
$302,516
0.01% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,146
shares
|
$301,813
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
2,143
shares
|
$301,391
0.07% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
2,137
shares
|
$300,547
0.09% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 06, 2026 Q4 2025 |
2,134
shares
|
$300,125
0.17% of portfolio
|
Q1 2024
Reduced 16.9%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
2,134
shares
|
$300,125
0.09% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,131
shares
|
$299,703
0.04% of portfolio
|
Q2 2023
Reduced 2.29%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,130
shares
|
$299,563
0.11% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,126
shares
|
$299,000
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
2,123
shares
|
$298,578
0.02% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,121
shares
|
$298,297
0.1% of portfolio
|
Q2 2022
Added 3.06%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,113
shares
|
$297,172
0.01% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
2,113
shares
|
$297,172
0.13% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,107
shares
|
$296,328
0.27% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,103
shares
|
$295,765
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,103
shares
|
$295,765
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
2,097
shares
|
$294,922
0.03% of portfolio
|
Q3 2025
Added 22.99%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,093
shares
|
$294,359
0.02% of portfolio
|
Q1 2022
Reduced 8.68%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
2,092
shares
|
$294,218
0.13% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,082
shares
|
$292,812
0.01% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,080
shares
|
$292,531
0.03% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,078
shares
|
$292,249
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,075
shares
|
$291,828
0.04% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
2,067
shares
|
$290,702
0.2% of portfolio
|
Q4 2025
Added 0.29%
|
|