Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,497 institutions that hold shares in the stock, with a total of 69.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
5,405
shares
|
$760,159
0.03% of portfolio
|
Q4 2025
Added 8.64%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Jan 29, 2026 Q4 2025 |
5,318
shares
|
$747,923
0.09% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
5,300
shares
|
$745,391
0.23% of portfolio
|
Q1 2020
Added 15.22%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
5,294
shares
|
$744,548
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,267
shares
|
$740,750
0.02% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
5,266
shares
|
$740,610
0.02% of portfolio
|
Q4 2025
Added 24.34%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
5,255
shares
|
$739,063
0.12% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
5,253
shares
|
$738,781
0.06% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
5,249
shares
|
$738,219
0.1% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,211
shares
|
$732,875
0.07% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
5,206
shares
|
$732,171
0.05% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
5,188
shares
|
$729,640
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
5,180
shares
|
$728,515
0.0% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,160
shares
|
$725,702
0.03% of portfolio
|
Q2 2022
Reduced 7.19%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
5,128
shares
|
$721,201
0.13% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,127
shares
|
$721,061
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,125
shares
|
$720,779
0.12% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
5,120
shares
|
$720,076
0.31% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
5,119
shares
|
$719,936
0.02% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,106
shares
|
$718,107
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 27, 2026 Q4 2025 |
5,037
shares
|
$708,403
0.07% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
5,017
shares
|
$705,590
0.1% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
5,015
shares
|
$705,309
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
55 North Private Wealth, LLC
Winter Park, FL |
Jan 27, 2026 Q4 2025 |
5,000
shares
|
$703,199
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
4,969
shares
|
$698,840
0.12% of portfolio
|
Q3 2025
Reduced 22.67%
|
|