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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
2,064
shares
|
$290,280
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,053
shares
|
$288,733
0.06% of portfolio
|
Q2 2024
Reduced 16.37%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
2,050
shares
|
$288,312
0.0% of portfolio
|
Q3 2024
Reduced 64.93%
|
|
|
First American Bank
Dundee, IL |
Jan 20, 2026 Q4 2025 |
2,050
shares
|
$288,312
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
2,045
shares
|
$287,608
0.02% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,044
shares
|
$287,468
0.0% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,043
shares
|
$287,327
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
2,041
shares
|
$287,046
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,040
shares
|
$286,905
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,040
shares
|
$286,905
0.15% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
2,035
shares
|
$286,202
0.01% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
2,027
shares
|
$285,077
0.1% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
2,027
shares
|
$285,077
0.07% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,026
shares
|
$284,936
0.01% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,021
shares
|
$284,233
0.03% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
2,009
shares
|
$282,545
0.17% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
2,008
shares
|
$282,405
0.18% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
2,008
shares
|
$282,405
0.04% of portfolio
|
Q1 2024
Added 41.71%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,005
shares
|
$281,983
0.29% of portfolio
|
Q2 2022
Reduced 19.96%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,005
shares
|
$281,983
0.02% of portfolio
|
Q1 2022
Reduced 3.09%
|
|
|
Augustine Asset Management Inc
|
Jan 16, 2026 Q4 2025 |
2,000
shares
|
$281,280
0.07% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$281,280
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 08, 2026 Q4 2025 |
2,000
shares
|
$281,280
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
2,000
shares
|
$281,280
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,980
shares
|
$278,467
0.02% of portfolio
|
Q3 2025
Reduced 2.99%
|
|