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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,290
shares
|
$603,345
0.03% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
4,290
shares
|
$603,345
0.03% of portfolio
|
Q3 2025
Added 29.84%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
4,269
shares
|
$600,392
0.11% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
4,264
shares
|
$599,688
0.05% of portfolio
|
Q1 2024
Added 24.13%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,245
shares
|
$597,016
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,235
shares
|
$595,610
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
4,229
shares
|
$594,766
0.29% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
4,223
shares
|
$593,922
0.13% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,206
shares
|
$591,531
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,203
shares
|
$591,109
0.05% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
4,164
shares
|
$585,624
0.1% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,155
shares
|
$584,359
0.14% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
4,121
shares
|
$579,577
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
4,081
shares
|
$573,951
0.14% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,048
shares
|
$569,310
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
4,045
shares
|
$568,888
0.2% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
4,042
shares
|
$568,466
0.2% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,040
shares
|
$568,185
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
4,036
shares
|
$567,623
0.14% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
4,033
shares
|
$567,201
0.07% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
4,016
shares
|
$564,810
0.04% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,000
shares
|
$562,560
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$562,560
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
3,994
shares
|
$561,716
0.05% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,977
shares
|
$559,325
0.09% of portfolio
|
Q3 2025
Added 0.03%
|