Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,492 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
4,898
shares
|
$688,854
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
4,894
shares
|
$688,292
0.02% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
4,878
shares
|
$686,041
0.02% of portfolio
|
Q3 2025
Added 81.88%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
4,851
shares
|
$682,244
0.09% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
4,851
shares
|
$682,244
0.12% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
4,838
shares
|
$680,416
0.06% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
4,768
shares
|
$670,571
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
4,750
shares
|
$668,039
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,740
shares
|
$666,633
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
4,731
shares
|
$665,367
0.19% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,724
shares
|
$664,383
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
4,719
shares
|
$663,680
0.07% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,710
shares
|
$662,414
0.07% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,709
shares
|
$662,273
0.04% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
4,695
shares
|
$660,304
0.06% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
4,689
shares
|
$659,460
0.0% of portfolio
|
Q3 2025
Reduced 67.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,687
shares
|
$659,179
0.0% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
4,677
shares
|
$657,773
0.5% of portfolio
|
Q2 2025
Added 51.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
4,673
shares
|
$657,210
0.08% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,672
shares
|
$657,070
0.06% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
4,662
shares
|
$655,663
0.03% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
4,639
shares
|
$652,428
0.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,634
shares
|
$651,725
0.16% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,630
shares
|
$651,163
0.01% of portfolio
|
Q3 2025
Reduced 21.59%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,614
shares
|
$648,912
0.05% of portfolio
|
Q3 2023
Reduced 8.45%
|