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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
5,856
shares
|
$821,069
0.18% of portfolio
|
Q3 2025
Reduced 87.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,842
shares
|
$819,106
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
5,804
shares
|
$813,778
0.62% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
5,795
shares
|
$812,516
0.03% of portfolio
|
Q3 2023
Reduced 20.56%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
5,790
shares
|
$811,815
0.31% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,764
shares
|
$808,170
0.05% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
5,752
shares
|
$806,487
0.39% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
5,726
shares
|
$802,842
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,705
shares
|
$799,898
0.44% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
5,687
shares
|
$797,374
0.1% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
5,686
shares
|
$797,234
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
5,672
shares
|
$795,271
0.1% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,658
shares
|
$793,308
1.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,657
shares
|
$793,167
0.05% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
5,582
shares
|
$782,652
0.12% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
5,581
shares
|
$782,512
0.06% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,568
shares
|
$780,689
0.06% of portfolio
|
Q2 2024
Added 21.89%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,490
shares
|
$769,752
0.02% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
5,465
shares
|
$766,247
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,448
shares
|
$763,864
0.02% of portfolio
|
Q2 2024
Added 23.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
5,355
shares
|
$750,824
0.04% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
5,337
shares
|
$748,300
0.09% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
5,321
shares
|
$746,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
5,300
shares
|
$743,113
0.23% of portfolio
|
Q1 2020
Added 15.22%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
5,294
shares
|
$742,271
0.59% of portfolio
|
Q4 2024
New holding
|