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 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
5,280
shares
|
$740,308
0.02% of portfolio
|
Q3 2025
Added 104.65%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,267
shares
|
$738,486
0.02% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
5,253
shares
|
$736,523
0.06% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
5,249
shares
|
$735,962
0.1% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
5,246
shares
|
$735,541
0.14% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
5,230
shares
|
$733,298
0.08% of portfolio
|
Q3 2025
Reduced 33.66%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,211
shares
|
$730,634
0.07% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
5,188
shares
|
$727,409
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,160
shares
|
$723,483
0.03% of portfolio
|
Q2 2022
Reduced 7.19%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
5,159
shares
|
$723,343
0.08% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
5,149
shares
|
$721,941
0.03% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
5,139
shares
|
$720,539
0.05% of portfolio
|
Q2 2025
Reduced 24.18%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
5,128
shares
|
$718,996
0.13% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,127
shares
|
$718,856
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,125
shares
|
$718,576
0.12% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
5,120
shares
|
$717,875
0.31% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,106
shares
|
$715,912
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
5,102
shares
|
$715,351
0.01% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,070
shares
|
$710,864
0.05% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
5,069
shares
|
$710,724
0.03% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
5,047
shares
|
$707,639
0.24% of portfolio
|
Q3 2025
Reduced 0.88%
|