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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
510
shares
|
$71,726
0.02% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
506
shares
|
$71,163
0.04% of portfolio
|
Q3 2025
Reduced 45.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
502
shares
|
$70,601
0.02% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
500
shares
|
$70,320
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
497
shares
|
$69,898
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
494
shares
|
$69,476
0.04% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
490
shares
|
$68,913
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
488
shares
|
$68,632
0.01% of portfolio
|
Q4 2024
Added 331.86%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
487
shares
|
$68,491
0.02% of portfolio
|
Q3 2023
Reduced 36.42%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
482
shares
|
$67,788
0.02% of portfolio
|
Q1 2021
Reduced 1.03%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
480
shares
|
$67,507
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
475
shares
|
$66,804
0.02% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
472
shares
|
$66,382
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
468
shares
|
$65,819
0.02% of portfolio
|
Q1 2024
Added 11.96%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
450
shares
|
$63,287
0.02% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
447
shares
|
$62,866
0.01% of portfolio
|
Q3 2021
Reduced 1.97%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
444
shares
|
$62,444
0.0% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
432
shares
|
$60,756
0.0% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
416
shares
|
$58,506
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
415
shares
|
$58,365
0.02% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
414
shares
|
$58,224
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
407
shares
|
$57,240
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
399
shares
|
$56,115
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
397
shares
|
$55,834
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
396
shares
|
$55,693
0.0% of portfolio
|
Q2 2023
Reduced 10.61%
|
|