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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
17,907
shares
|
$2.51 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
17,738
shares
|
$2.49 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
17,691
shares
|
$2.48 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
17,687
shares
|
$2.48 Million
0.91% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
17,677
shares
|
$2.48 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17,475
shares
|
$2.45 Million
0.22% of portfolio
|
Q2 2021
Reduced 1.36%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
17,170
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
16,930
shares
|
$2.37 Million
0.37% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
16,823
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
16,815
shares
|
$2.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
16,809
shares
|
$2.36 Million
0.29% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
16,698
shares
|
$2.34 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
16,676
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
16,665
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
16,656
shares
|
$2.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
16,630
shares
|
$2.33 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
16,598
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
16,508
shares
|
$2.31 Million
0.02% of portfolio
|
Q2 2025
Added 230.16%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
16,411
shares
|
$2.3 Million
0.32% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,384
shares
|
$2.3 Million
0.06% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,313
shares
|
$2.29 Million
0.11% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,309
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,288
shares
|
$2.28 Million
0.2% of portfolio
|
Q2 2025
Added 161.57%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,138
shares
|
$2.26 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,130
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.23%
|