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 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
9,064
shares
|
$1.27 Million
0.21% 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%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
9,014
shares
|
$1.26 Million
0.69% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,003
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
8,969
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
8,956
shares
|
$1.26 Million
0.3% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,882
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,863
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2022
Added 6.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,849
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,848
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
8,847
shares
|
$1.24 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,804
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
8,781
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
8,740
shares
|
$1.23 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,699
shares
|
$1.22 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
8,640
shares
|
$1.21 Million
0.4% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,628
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,602
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,567
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
8,524
shares
|
$1.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
8,521
shares
|
$1.19 Million
0.53% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
8,511
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
8,504
shares
|
$1.19 Million
0.39% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
8,465
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.01%
|