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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,087
shares
|
$152,875
0.04% of portfolio
|
Q2 2025
Reduced 43.74%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,066
shares
|
$149,922
0.01% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,050
shares
|
$147,672
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,045
shares
|
$146,968
0.0% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
1,038
shares
|
$145,984
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,017
shares
|
$143,030
0.05% of portfolio
|
Q1 2025
Added 52.47%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,015
shares
|
$142,749
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,009
shares
|
$141,905
0.0% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,000
shares
|
$140,640
0.07% of portfolio
|
Q4 2023
Reduced 55.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
999
shares
|
$140,499
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
993
shares
|
$139,655
0.0% of portfolio
|
Q4 2025
Reduced 9.15%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
951
shares
|
$133,748
0.06% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
951
shares
|
$133,748
0.01% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
935
shares
|
$131,498
0.01% of portfolio
|
Q2 2025
Added 81.2%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
899
shares
|
$126,435
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
890
shares
|
$125,169
0.05% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
870
shares
|
$122,356
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
841
shares
|
$118,278
0.43% of portfolio
|
Q3 2022
Reduced 62.97%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
837
shares
|
$117,715
0.03% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
823
shares
|
$115,746
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
815
shares
|
$114,621
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
795
shares
|
$111,808
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
793
shares
|
$111,527
0.06% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
788
shares
|
$110,824
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
756
shares
|
$106,323
0.05% of portfolio
|
Q2 2024
Added 2.72%
|
|