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 |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
35,411
shares
|
$4.98 Million
0.25% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
35,200
shares
|
$4.95 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
35,074
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2025
Added 26.15%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
35,031
shares
|
$4.93 Million
1.66% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
35,013
shares
|
$4.92 Million
0.86% of portfolio
|
Q4 2025
Reduced 3.71%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
34,954
shares
|
$4.92 Million
0.14% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
34,884
shares
|
$4.91 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
34,675
shares
|
$4.88 Million
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,566
shares
|
$4.86 Million
0.45% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
34,509
shares
|
$4.85 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
33,360
shares
|
$4.69 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
32,982
shares
|
$4.64 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
32,982
shares
|
$4.64 Million
2.61% of portfolio
|
Q3 2025
Added 149.62%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
32,330
shares
|
$4.55 Million
0.38% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
32,281
shares
|
$4.54 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
32,273
shares
|
$4.54 Million
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
32,017
shares
|
$4.5 Million
0.75% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
31,853
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
31,690
shares
|
$4.46 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
31,606
shares
|
$4.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
31,601
shares
|
$4.44 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
31,308
shares
|
$4.4 Million
0.33% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
31,088
shares
|
$4.37 Million
0.59% of portfolio
|
Q4 2025
Reduced 3.18%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
31,044
shares
|
$4.37 Million
0.31% of portfolio
|
Q3 2025
Added 26.8%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
30,813
shares
|
$4.33 Million
0.07% of portfolio
|
Q4 2025
Reduced 5.15%
|
|