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 |
|---|---|---|---|---|---|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
1,750
shares
|
$246,119
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,750
shares
|
$246,119
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
1,742
shares
|
$244,994
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
1,731
shares
|
$243,447
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
1,729
shares
|
$243,166
0.12% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,728
shares
|
$243,025
0.02% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,725
shares
|
$242,603
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,723
shares
|
$242,322
0.04% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,721
shares
|
$242,041
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
1,719
shares
|
$241,760
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,714
shares
|
$241,056
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,711
shares
|
$240,635
0.02% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
1,709
shares
|
$240,353
0.07% of portfolio
|
Q4 2025
Reduced 2.06%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,706
shares
|
$239,931
0.06% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
1,705
shares
|
$239,791
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,702
shares
|
$239,369
0.01% of portfolio
|
Q3 2025
Reduced 32.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,702
shares
|
$239,369
0.06% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,698
shares
|
$238,806
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
1,698
shares
|
$238,806
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,695
shares
|
$238,384
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
1,693
shares
|
$238,103
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
1,692
shares
|
$237,962
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
1,691
shares
|
$237,822
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
1,690
shares
|
$237,681
0.18% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,688
shares
|
$237,400
0.13% of portfolio
|
Q4 2025
Added 0.36%
|
|