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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,625
shares
|
$228,539
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
1,625
shares
|
$228,539
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,621
shares
|
$227,977
0.07% of portfolio
|
Q3 2025
Added 1489.22%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
1,619
shares
|
$227,696
0.06% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,617
shares
|
$227,414
0.01% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,616
shares
|
$227,274
0.01% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
1,614
shares
|
$226,992
0.13% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
1,601
shares
|
$225,164
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carderock Capital Management Inc
|
Jan 09, 2026 Q4 2025 |
1,600
shares
|
$225,023
0.06% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
1,600
shares
|
$225,023
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,600
shares
|
$225,023
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,600
shares
|
$225,023
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,595
shares
|
$224,320
0.03% of portfolio
|
Q3 2025
Reduced 35.89%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
1,595
shares
|
$224,320
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$224,180
0.24% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
1,592
shares
|
$223,898
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,590
shares
|
$223,617
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
1,579
shares
|
$222,070
0.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
1,576
shares
|
$221,648
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
1,574
shares
|
$221,367
0.1% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
1,574
shares
|
$221,367
0.06% of portfolio
|
Q3 2025
Reduced 22.84%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
1,573
shares
|
$221,226
0.07% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,567
shares
|
$220,382
0.02% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
1,567
shares
|
$220,382
0.01% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
1,566
shares
|
$220,242
0.09% of portfolio
|
Q4 2025
Added 1.16%
|
|