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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
4,689
shares
|
$659,460
0.3% of portfolio
|
Q4 2025
Reduced 29.58%
|
|
|
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%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jan 29, 2026 Q4 2025 |
4,679
shares
|
$658,054
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
4,639
shares
|
$652,428
0.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
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%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
4,618
shares
|
$649,475
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
4,616
shares
|
$649,194
0.04% of portfolio
|
Q4 2025
Added 14.94%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,614
shares
|
$648,912
0.05% of portfolio
|
Q3 2023
Reduced 8.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
4,609
shares
|
$648,209
0.01% of portfolio
|
Q4 2025
Reduced 7.52%
|
|
|
Paradigm Financial Partners, LLC
|
Jan 26, 2026 Q4 2025 |
4,592
shares
|
$645,818
0.07% of portfolio
|
Q4 2025
Reduced 12.2%
|
|
|
Keystone Wealth Services, LLC
|
Jan 26, 2026 Q4 2025 |
4,568
shares
|
$642,443
0.15% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
4,566
shares
|
$642,162
0.02% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
4,556
shares
|
$640,755
0.06% of portfolio
|
Q3 2025
Added 44.63%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
4,546
shares
|
$639,349
0.02% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jan 28, 2026 Q4 2025 |
4,545
shares
|
$639,208
0.93% of portfolio
|
Q4 2023
New holding
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
4,510
shares
|
$634,286
0.02% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,482
shares
|
$630,348
0.2% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
4,482
shares
|
$630,348
0.13% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,475
shares
|
$629,363
0.11% of portfolio
|
Q4 2022
Added 18.04%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,475
shares
|
$629,363
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
4,473
shares
|
$629,082
0.19% of portfolio
|
Q4 2025
Added 0.68%
|
|