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 |
|---|---|---|---|---|---|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
6,307
shares
|
$884,304
0.63% of portfolio
|
Q2 2025
Reduced 49.81%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
6,251
shares
|
$876,452
0.03% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
6,250
shares
|
$876,312
0.04% of portfolio
|
Q3 2017
Added 19.84%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
6,231
shares
|
$873,648
0.21% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
6,222
shares
|
$872,386
0.14% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
6,207
shares
|
$870,283
0.48% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
6,184
shares
|
$867,058
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
6,172
shares
|
$865,376
0.15% of portfolio
|
Q3 2025
Reduced 35.37%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
6,151
shares
|
$862,431
0.56% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
6,146
shares
|
$861,730
0.33% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,143
shares
|
$861,310
0.02% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
6,118
shares
|
$857,804
0.14% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
6,117
shares
|
$857,664
0.31% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,098
shares
|
$855,000
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,097
shares
|
$854,860
0.11% of portfolio
|
Q2 2025
Added 89.17%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
6,095
shares
|
$854,579
0.25% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
6,087
shares
|
$853,458
0.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
6,069
shares
|
$850,934
0.03% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
6,039
shares
|
$846,728
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,000
shares
|
$841,260
0.07% of portfolio
|
Q1 2023
Reduced 2.83%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
5,963
shares
|
$836,072
0.42% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,962
shares
|
$835,932
0.21% of portfolio
|
Q3 2025
Added 18.32%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
5,934
shares
|
$832,006
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
5,884
shares
|
$824,995
0.04% of portfolio
|
Q1 2023
Added 125.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,866
shares
|
$822,471
0.29% of portfolio
|
Q3 2022
Added 9.32%
|