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 |
|---|---|---|---|---|---|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
3,972
shares
|
$556,914
0.33% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,967
shares
|
$556,213
0.01% of portfolio
|
Q3 2025
Reduced 34.29%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
3,959
shares
|
$555,091
0.05% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
3,957
shares
|
$554,810
0.21% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,926
shares
|
$550,464
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
3,905
shares
|
$547,520
0.27% of portfolio
|
Q3 2025
Added 68.46%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,893
shares
|
$545,837
0.02% of portfolio
|
Q3 2025
Added 108.07%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
3,873
shares
|
$543,033
0.3% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,859
shares
|
$541,070
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,851
shares
|
$539,948
0.01% of portfolio
|
Q3 2025
Added 72.3%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
3,850
shares
|
$539,808
0.02% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,832
shares
|
$537,284
0.03% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,825
shares
|
$536,303
0.13% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
3,823
shares
|
$536,022
0.06% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,819
shares
|
$535,461
0.16% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,804
shares
|
$533,358
0.01% of portfolio
|
Q3 2025
Added 34.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,775
shares
|
$529,292
0.09% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,774
shares
|
$529,152
0.09% of portfolio
|
Q4 2020
Added 2.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,764
shares
|
$527,750
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
3,739
shares
|
$524,245
0.08% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,734
shares
|
$523,544
0.01% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
3,723
shares
|
$522,001
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3,714
shares
|
$520,739
0.11% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,708
shares
|
$519,898
0.09% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
3,702
shares
|
$519,057
0.3% of portfolio
|
Q3 2025
Added 33.31%
|