Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,496 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
3,695
shares
|
$518,075
0.41% of portfolio
|
Q3 2025
Reduced 17.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,691
shares
|
$517,515
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,685
shares
|
$516,673
0.18% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,670
shares
|
$514,570
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,659
shares
|
$513,028
0.03% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3,641
shares
|
$510,504
0.23% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,625
shares
|
$508,261
0.24% of portfolio
|
Q1 2020
Added 9.02%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
3,623
shares
|
$507,980
0.32% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,608
shares
|
$505,877
0.01% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,602
shares
|
$505,036
0.02% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
3,601
shares
|
$504,896
0.13% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
3,597
shares
|
$504,335
0.07% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
3,590
shares
|
$503,353
0.18% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
3,572
shares
|
$500,830
0.17% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
3,558
shares
|
$498,867
0.41% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,556
shares
|
$498,586
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,543
shares
|
$496,764
0.11% of portfolio
|
Q2 2025
Added 44187.5%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,534
shares
|
$495,502
0.0% of portfolio
|
Q2 2025
Added 3.64%
|