Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,498 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,365
shares
|
$471,806
0.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,363
shares
|
$471,526
0.0% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
3,355
shares
|
$470,404
0.1% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
3,349
shares
|
$469,563
0.25% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
3,318
shares
|
$465,216
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
3,294
shares
|
$461,851
0.01% of portfolio
|
Q2 2024
Added 3331.25%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
3,275
shares
|
$459,187
0.24% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,270
shares
|
$458,486
0.03% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,267
shares
|
$458,066
0.06% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,264
shares
|
$457,645
0.04% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,261
shares
|
$457,224
0.03% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
3,251
shares
|
$455,822
0.09% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,239
shares
|
$454,140
0.01% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,207
shares
|
$449,653
0.01% of portfolio
|
Q3 2025
Reduced 58.6%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,201
shares
|
$448,812
0.26% of portfolio
|
Q1 2023
Reduced 9.27%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
3,193
shares
|
$447,690
0.03% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
3,180
shares
|
$445,867
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
3,174
shares
|
$445,026
0.18% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
3,167
shares
|
$444,045
0.03% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,161
shares
|
$443,203
0.32% of portfolio
|
Q2 2025
Added 59.65%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,138
shares
|
$439,978
0.02% of portfolio
|
Q2 2025
Reduced 52.57%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
3,120
shares
|
$437,455
0.03% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
3,099
shares
|
$434,510
0.05% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
3,090
shares
|
$433,248
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,081
shares
|
$431,987
0.0% of portfolio
|
Q2 2025
Added 92.8%
|