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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
6,222
shares
|
$875,062
0.14% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Roman Butler Fullerton & CO
|
Jan 26, 2026 Q4 2025 |
6,207
shares
|
$872,952
0.25% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
6,207
shares
|
$872,952
0.48% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
6,184
shares
|
$869,717
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
6,172
shares
|
$868,030
0.15% of portfolio
|
Q3 2025
Reduced 35.37%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
6,162
shares
|
$866,623
0.3% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,152
shares
|
$865,217
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
6,151
shares
|
$865,076
0.56% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
6,117
shares
|
$860,294
0.31% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,098
shares
|
$857,622
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Fagan Associates, Inc.
|
Jan 30, 2026 Q4 2025 |
6,097
shares
|
$857,482
0.12% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
James Investment Research Inc
|
Jan 29, 2026 Q4 2025 |
6,067
shares
|
$853,262
0.1% of portfolio
|
Q4 2025
Added 17.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
6,054
shares
|
$851,434
0.02% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
6,049
shares
|
$850,731
0.03% of portfolio
|
Q4 2025
Added 12.96%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
6,039
shares
|
$849,324
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Caprock Group, Inc.
|
Jan 28, 2026 Q4 2025 |
6,008
shares
|
$844,965
0.02% of portfolio
|
Q4 2025
Added 85.49%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,000
shares
|
$843,839
0.07% of portfolio
|
Q1 2023
Reduced 2.83%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jan 28, 2026 Q4 2025 |
5,987
shares
|
$842,011
0.43% of portfolio
|
Q4 2025
Added 127.99%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
5,935
shares
|
$834,698
0.11% of portfolio
|
Q4 2025
Added 65.0%
|
|
|
Krilogy Financial LLC
|
Jan 27, 2026 Q4 2025 |
5,923
shares
|
$833,010
0.03% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
5,914
shares
|
$831,744
0.42% of portfolio
|
Q4 2025
Reduced 0.82%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jan 28, 2026 Q4 2025 |
5,900
shares
|
$829,775
0.52% of portfolio
|
Q3 2025
Reduced 68.64%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
5,884
shares
|
$827,525
0.04% of portfolio
|
Q1 2023
Added 125.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,866
shares
|
$824,994
0.29% of portfolio
|
Q3 2022
Added 9.32%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,846
shares
|
$822,181
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|