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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
9,869
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,859
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
9,805
shares
|
$1.37 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%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,762
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
9,730
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
9,665
shares
|
$1.36 Million
0.33% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
9,651
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
9,629
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
9,618
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
9,594
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
9,509
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
9,473
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
9,462
shares
|
$1.33 Million
0.51% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
9,448
shares
|
$1.32 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
9,414
shares
|
$1.32 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
9,395
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,297
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
9,264
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
9,201
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
9,137
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,106
shares
|
$1.28 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
9,064
shares
|
$1.27 Million
0.22% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
9,064
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
9,044
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2025
Added 2.04%
|