Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,494 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kelsey Financial, LLC
Moorpark, CA |
Jan 23, 2026 Q4 2025 |
3,354
shares
|
$471,706
0.41% of portfolio
|
Q4 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
3,343
shares
|
$470,159
0.0% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
3,318
shares
|
$466,643
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
3,294
shares
|
$463,268
0.01% of portfolio
|
Q2 2024
Added 3331.25%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
3,275
shares
|
$460,595
0.24% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,270
shares
|
$459,892
0.03% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,264
shares
|
$459,048
0.06% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,264
shares
|
$459,048
0.04% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,261
shares
|
$458,627
0.03% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
3,253
shares
|
$457,501
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
3,251
shares
|
$457,220
0.09% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,239
shares
|
$455,532
0.01% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
3,221
shares
|
$453,001
0.1% of portfolio
|
Q4 2025
Reduced 20.43%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,207
shares
|
$451,032
0.01% of portfolio
|
Q3 2025
Reduced 58.6%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,201
shares
|
$450,188
0.26% of portfolio
|
Q1 2023
Reduced 9.27%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
3,193
shares
|
$449,063
0.03% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
3,180
shares
|
$447,235
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
3,174
shares
|
$446,391
0.18% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
3,167
shares
|
$445,406
0.03% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,161
shares
|
$444,563
0.32% of portfolio
|
Q2 2025
Added 59.65%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,155
shares
|
$443,719
0.02% of portfolio
|
Q4 2025
Added 21.07%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
3,149
shares
|
$442,875
0.02% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
3,133
shares
|
$440,625
0.06% of portfolio
|
Q4 2025
Reduced 8.42%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
3,120
shares
|
$438,796
0.03% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2026 Q4 2025 |
3,099
shares
|
$435,843
0.05% of portfolio
|
Q4 2024
Added 1.64%
|
|