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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,342
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
8,298
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
8,295
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2025
Added 57.1%
|
|
|
Independent Wealth Network Inc.
|
Jan 26, 2026 Q4 2025 |
8,293
shares
|
$1.17 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jan 28, 2026 Q4 2025 |
8,288
shares
|
$1.17 Million
0.47% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Davidson Trust CO
|
Jan 27, 2026 Q4 2025 |
8,281
shares
|
$1.16 Million
0.5% of portfolio
|
Q1 2025
Added 368.12%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 23, 2026 Q4 2025 |
8,280
shares
|
$1.16 Million
0.35% of portfolio
|
Q2 2025
Added 64.61%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
8,224
shares
|
$1.16 Million
0.26% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
8,175
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 21, 2026 Q4 2025 |
8,167
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2025
Reduced 3.52%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
8,166
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
8,157
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 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
|
Jan 13, 2026 Q4 2025 |
8,108
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
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%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,051
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
8,045
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2025
Added 42.21%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
7,957
shares
|
$1.12 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,930
shares
|
$1.12 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
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
7,845
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.56%
|
|