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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
4,042
shares
|
$566,728
0.2% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,040
shares
|
$566,448
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
4,036
shares
|
$565,887
0.14% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
4,033
shares
|
$565,466
0.07% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
4,016
shares
|
$563,083
0.04% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,000
shares
|
$560,840
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$560,840
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
3,994
shares
|
$559,998
0.05% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,977
shares
|
$557,615
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
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%
|
|
|
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%
|