Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,499 institutions that hold shares in the stock, with a total of 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
5,034
shares
|
$705,817
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
5,017
shares
|
$703,433
0.1% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
5,006
shares
|
$701,891
0.05% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
4,984
shares
|
$698,806
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
4,975
shares
|
$697,544
0.03% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
4,948
shares
|
$693,759
0.51% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,931
shares
|
$691,375
0.02% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,930
shares
|
$691,235
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
4,902
shares
|
$687,309
0.69% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
4,898
shares
|
$686,748
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
4,878
shares
|
$683,944
0.02% of portfolio
|
Q3 2025
Added 81.88%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
4,851
shares
|
$680,158
0.09% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
4,851
shares
|
$680,158
0.12% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
4,838
shares
|
$678,335
0.06% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
4,768
shares
|
$668,521
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,755
shares
|
$666,698
0.03% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
4,750
shares
|
$665,997
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,743
shares
|
$665,016
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,740
shares
|
$664,595
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
4,731
shares
|
$663,333
0.19% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,724
shares
|
$662,352
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,722
shares
|
$662,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
4,719
shares
|
$661,650
0.07% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,710
shares
|
$660,389
0.07% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,709
shares
|
$660,248
0.04% of portfolio
|
Q3 2025
Reduced 2.02%
|