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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,602
shares
|
$506,585
0.02% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
3,601
shares
|
$506,444
0.13% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,594
shares
|
$505,460
0.17% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
3,590
shares
|
$504,897
0.18% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
3,572
shares
|
$502,366
0.17% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,566
shares
|
$501,522
0.39% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,556
shares
|
$500,115
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
3,537
shares
|
$497,443
0.12% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
3,524
shares
|
$495,615
0.2% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
3,500
shares
|
$492,239
0.11% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Hixon Zuercher, LLC
|
Jan 26, 2026 Q4 2025 |
3,499
shares
|
$492,099
0.15% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,498
shares
|
$491,958
0.14% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,492
shares
|
$491,114
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
3,490
shares
|
$490,833
0.0% of portfolio
|
Q3 2025
Reduced 78.97%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
3,483
shares
|
$489,849
0.15% of portfolio
|
Q3 2025
Reduced 17.64%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,472
shares
|
$488,302
0.18% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
3,454
shares
|
$485,770
0.03% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
3,450
shares
|
$485,207
0.1% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
3,432
shares
|
$482,676
0.23% of portfolio
|
Q3 2020
Reduced 5.45%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
3,410
shares
|
$479,582
0.12% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
3,403
shares
|
$478,597
0.22% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,400
shares
|
$478,175
0.04% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
3,391
shares
|
$476,910
0.29% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,390
shares
|
$476,769
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
3,388
shares
|
$476,488
0.04% of portfolio
|
Q4 2025
Reduced 3.37%
|
|