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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,978
shares
|
$278,185
0.06% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
1,978
shares
|
$278,185
0.01% of portfolio
|
Q4 2025
Added 22.63%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
1,975
shares
|
$277,764
0.03% of portfolio
|
Q4 2021
Reduced 7.06%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
1,975
shares
|
$277,764
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
1,975
shares
|
$277,764
0.16% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
1,970
shares
|
$277,060
0.11% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,966
shares
|
$276,498
0.0% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$276,357
0.04% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
1,961
shares
|
$275,795
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,959
shares
|
$275,513
0.01% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,957
shares
|
$275,232
0.02% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
1,955
shares
|
$274,951
0.22% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
1,944
shares
|
$273,404
0.09% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
1,936
shares
|
$272,279
0.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
1,935
shares
|
$272,138
0.04% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
1,927
shares
|
$271,013
0.13% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,924
shares
|
$270,591
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
1,922
shares
|
$270,310
0.09% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
1,905
shares
|
$267,919
0.19% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,900
shares
|
$267,216
0.04% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
1,900
shares
|
$267,216
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
1,899
shares
|
$267,075
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
1,897
shares
|
$266,794
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
1,888
shares
|
$265,528
0.02% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
1,878
shares
|
$264,121
0.13% of portfolio
|
Q4 2025
Added 0.81%
|
|