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 |
|---|---|---|---|---|---|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
4,695
shares
|
$658,285
0.06% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
4,689
shares
|
$657,444
0.0% of portfolio
|
Q3 2025
Reduced 67.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,687
shares
|
$657,164
0.0% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
4,677
shares
|
$655,762
0.5% of portfolio
|
Q2 2025
Added 51.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
4,673
shares
|
$655,201
0.08% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
4,662
shares
|
$653,659
0.03% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
4,639
shares
|
$650,434
0.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,634
shares
|
$649,733
0.16% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,630
shares
|
$649,172
0.01% of portfolio
|
Q3 2025
Reduced 21.59%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,614
shares
|
$646,928
0.05% of portfolio
|
Q3 2023
Reduced 8.45%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,572
shares
|
$641,040
0.02% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
4,556
shares
|
$638,796
0.06% of portfolio
|
Q3 2025
Added 44.63%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
4,546
shares
|
$637,394
0.02% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
4,545
shares
|
$637,254
1.11% of portfolio
|
Q4 2023
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
4,517
shares
|
$633,328
0.13% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,482
shares
|
$628,421
0.2% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,475
shares
|
$627,439
0.11% of portfolio
|
Q4 2022
Added 18.04%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,475
shares
|
$627,439
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,466
shares
|
$626,177
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
4,462
shares
|
$625,617
0.14% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,456
shares
|
$624,775
0.07% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
4,452
shares
|
$624,214
0.06% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,447
shares
|
$623,513
0.03% of portfolio
|
Q3 2025
Reduced 18.57%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
4,443
shares
|
$622,953
0.2% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,433
shares
|
$621,550
0.02% of portfolio
|
Q3 2025
Added 34.91%
|