Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,496 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
22,949
shares
|
$3.22 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
22,808
shares
|
$3.2 Million
1.92% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
22,759
shares
|
$3.19 Million
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
22,506
shares
|
$3.16 Million
0.85% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
22,256
shares
|
$3.12 Million
0.04% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
22,146
shares
|
$3.11 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
22,014
shares
|
$3.09 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
22,008
shares
|
$3.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 87.87%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
21,972
shares
|
$3.08 Million
0.81% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
21,806
shares
|
$3.06 Million
0.05% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
21,784
shares
|
$3.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,660
shares
|
$3.04 Million
0.1% of portfolio
|
Q2 2020
Added 5.51%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
21,597
shares
|
$3.03 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
21,357
shares
|
$2.99 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
21,250
shares
|
$2.98 Million
0.7% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
21,155
shares
|
$2.97 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
20,836
shares
|
$2.92 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
20,552
shares
|
$2.88 Million
0.12% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
20,526
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,424
shares
|
$2.86 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20,394
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 66.26%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
20,289
shares
|
$2.84 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
20,151
shares
|
$2.83 Million
0.09% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
20,057
shares
|
$2.81 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
20,056
shares
|
$2.81 Million
1.27% of portfolio
|
Q2 2025
Added 0.52%
|