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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,683
shares
|
$236,697
0.14% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
1,680
shares
|
$236,275
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
1,675
shares
|
$235,571
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,675
shares
|
$235,571
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,672
shares
|
$235,150
0.01% of portfolio
|
Q3 2025
Reduced 18.04%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
1,670
shares
|
$234,868
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
1,663
shares
|
$233,884
0.05% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
1,662
shares
|
$233,743
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
1,661
shares
|
$233,603
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
1,660
shares
|
$233,462
0.04% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
1,649
shares
|
$231,915
0.13% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
1,648
shares
|
$231,774
0.05% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,647
shares
|
$231,634
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,643
shares
|
$231,071
0.04% of portfolio
|
Q3 2025
Added 193.39%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
1,640
shares
|
$230,649
0.05% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
1,638
shares
|
$230,368
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
1,638
shares
|
$230,368
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,633
shares
|
$229,665
0.08% of portfolio
|
Q2 2025
Reduced 25.67%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
1,632
shares
|
$229,524
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
1,631
shares
|
$229,383
0.07% of portfolio
|
Q4 2025
Added 14.86%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
1,628
shares
|
$228,961
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
1,628
shares
|
$228,961
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,627
shares
|
$228,821
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,627
shares
|
$228,821
0.23% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,625
shares
|
$228,539
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|