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 |
|---|---|---|---|---|---|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
30,558
shares
|
$4.3 Million
1.93% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
30,471
shares
|
$4.29 Million
0.31% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
30,166
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.54%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
30,029
shares
|
$4.22 Million
0.96% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jan 20, 2026 Q4 2025 |
29,926
shares
|
$4.21 Million
1.09% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
29,849
shares
|
$4.2 Million
1.51% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
29,622
shares
|
$4.17 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
29,384
shares
|
$4.13 Million
0.08% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,974
shares
|
$4.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
28,968
shares
|
$4.07 Million
0.07% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
28,845
shares
|
$4.06 Million
0.33% of portfolio
|
Q3 2025
Reduced 31.22%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
28,747
shares
|
$4.04 Million
1.67% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,694
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
28,587
shares
|
$4.02 Million
2.21% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,269
shares
|
$3.98 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
28,188
shares
|
$3.96 Million
0.02% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
28,154
shares
|
$3.96 Million
2.3% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
28,083
shares
|
$3.95 Million
0.12% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
28,027
shares
|
$3.94 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
27,882
shares
|
$3.92 Million
0.42% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
27,727
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
27,528
shares
|
$3.87 Million
2.59% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
27,307
shares
|
$3.84 Million
0.08% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
27,250
shares
|
$3.83 Million
0.03% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
26,862
shares
|
$3.78 Million
1.75% of portfolio
|
Q4 2025
New holding
|
|