Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,490 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 |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,874
shares
|
$263,559
0.02% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,871
shares
|
$263,137
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
1,871
shares
|
$263,137
0.39% of portfolio
|
Q4 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
1,869
shares
|
$262,856
0.01% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,859
shares
|
$261,449
0.16% of portfolio
|
Q4 2024
Reduced 29.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,856
shares
|
$261,027
0.04% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
1,853
shares
|
$260,605
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,849
shares
|
$260,043
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,842
shares
|
$259,058
0.02% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
1,842
shares
|
$259,058
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,840
shares
|
$258,777
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
1,840
shares
|
$258,777
0.08% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,840
shares
|
$258,777
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,837
shares
|
$258,355
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
1,835
shares
|
$258,074
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
1,832
shares
|
$257,652
0.01% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
1,826
shares
|
$256,808
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,800
shares
|
$253,151
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,800
shares
|
$253,151
0.14% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
1,800
shares
|
$253,151
0.0% of portfolio
|
Q3 2025
Reduced 85.01%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,790
shares
|
$251,745
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
1,784
shares
|
$250,901
0.12% of portfolio
|
Q4 2025
Reduced 46.73%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
1,779
shares
|
$250,198
0.14% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
1,773
shares
|
$249,354
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,766
shares
|
$248,370
0.02% of portfolio
|
Q3 2023
New holding
|
|