Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,495 institutions that hold shares in the stock, with a total of 69.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
7,226
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
7,207
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Kanawha Capital Management LLC
|
Jan 28, 2026 Q4 2025 |
7,201
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
7,183
shares
|
$1.01 Million
0.6% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
7,176
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Aprio Wealth Management, LLC
|
Jan 29, 2026 Q4 2025 |
7,175
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
7,130
shares
|
$1 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
7,128
shares
|
$1 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 23, 2026 Q4 2025 |
7,120
shares
|
$1 Million
0.66% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,104
shares
|
$999,106
0.34% of portfolio
|
Q4 2022
Reduced 99.17%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
7,087
shares
|
$996,715
0.3% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
7,061
shares
|
$993,059
0.05% of portfolio
|
Q4 2025
Reduced 31.45%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
7,013
shares
|
$986,308
0.08% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 29, 2026 Q4 2025 |
7,000
shares
|
$984,479
0.06% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
6,998
shares
|
$984,198
0.11% of portfolio
|
Q4 2025
Reduced 2.3%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
6,998
shares
|
$984,198
0.35% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
6,980
shares
|
$981,667
0.06% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
6,979
shares
|
$981,526
0.0% of portfolio
|
Q3 2025
Added 31.16%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,961
shares
|
$978,995
0.16% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
6,932
shares
|
$974,916
0.04% of portfolio
|
Q4 2025
Added 4.49%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
6,890
shares
|
$969,009
0.05% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
6,855
shares
|
$964,087
0.11% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
6,847
shares
|
$962,962
0.23% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 28, 2026 Q4 2025 |
6,814
shares
|
$958,320
5.4% of portfolio
|
Q4 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
6,814
shares
|
$958,320
0.81% of portfolio
|
Q3 2025
Added 0.65%
|
|