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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,414
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,342
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
8,302
shares
|
$1.16 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
8,298
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
8,281
shares
|
$1.16 Million
0.49% of portfolio
|
Q1 2025
Added 368.12%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
8,280
shares
|
$1.16 Million
0.37% of portfolio
|
Q2 2025
Added 64.61%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
8,234
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
8,233
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
8,224
shares
|
$1.15 Million
0.26% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,206
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
8,175
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
8,166
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
8,157
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
8,156
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Added 65.67%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,136
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,131
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
8,108
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
8,100
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
8,062
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
8,059
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
7,957
shares
|
$1.12 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,930
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,920
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,912
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2023
Reduced 6.63%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,893
shares
|
$1.11 Million
0.22% of portfolio
|
Q4 2021
New holding
|