Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,498 institutions that hold shares in the stock, with a total of 69.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
10,555
shares
|
$1.48 Million
0.24% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,517
shares
|
$1.48 Million
0.29% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
10,507
shares
|
$1.48 Million
0.7% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Wbh Advisory Inc
|
Jan 26, 2026 Q4 2025 |
10,506
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jan 29, 2026 Q4 2025 |
10,447
shares
|
$1.47 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
10,418
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
10,416
shares
|
$1.46 Million
0.35% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
10,349
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
10,273
shares
|
$1.44 Million
0.58% of portfolio
|
Q4 2019
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
10,265
shares
|
$1.44 Million
0.53% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
10,151
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,065
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
10,023
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
9,992
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
9,986
shares
|
$1.4 Million
0.12% of portfolio
|
Q4 2025
Added 2.61%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
9,963
shares
|
$1.4 Million
0.52% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
9,956
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,918
shares
|
$1.39 Million
1.06% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
9,907
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
9,887
shares
|
$1.39 Million
1.06% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
9,884
shares
|
$1.39 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
9,869
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
9,809
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2025
Added 19.14%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
9,805
shares
|
$1.38 Million
0.62% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
9,769
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.09%
|
|