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 |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
1,500
shares
|
$210,959
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,481
shares
|
$208,287
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,480
shares
|
$208,147
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,480
shares
|
$208,147
0.02% of portfolio
|
Q3 2025
Added 4833.33%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,480
shares
|
$208,147
0.01% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
1,478
shares
|
$207,865
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,476
shares
|
$207,584
0.0% of portfolio
|
Q3 2025
Reduced 59.55%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,469
shares
|
$206,600
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
1,460
shares
|
$205,334
0.0% of portfolio
|
Q3 2025
Reduced 17.05%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
1,459
shares
|
$205,193
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,455
shares
|
$204,631
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,455
shares
|
$204,631
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
1,450
shares
|
$203,927
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,445
shares
|
$203,224
0.02% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,441
shares
|
$202,662
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
1,441
shares
|
$202,662
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
1,440
shares
|
$202,521
0.15% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 20, 2026 Q4 2025 |
1,439
shares
|
$202,380
0.07% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,431
shares
|
$201,255
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,431
shares
|
$201,255
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
1,430
shares
|
$201,115
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,424
shares
|
$200,271
0.02% of portfolio
|
Q3 2025
Added 286.96%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,422
shares
|
$199,990
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
1,419
shares
|
$199,568
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
1,410
shares
|
$198,302
0.12% of portfolio
|
Q3 2025
New holding
|
|