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 69.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Jan 28, 2026 Q4 2025 |
3,143
shares
|
$442,031
0.03% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
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
|
Jan 29, 2026 Q4 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%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
3,096
shares
|
$435,421
0.05% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,067
shares
|
$431,342
0.12% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
3,058
shares
|
$430,077
0.23% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,057
shares
|
$429,936
0.07% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,026
shares
|
$425,576
0.29% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 26, 2026 Q4 2025 |
3,013
shares
|
$423,748
0.03% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
3,008
shares
|
$423,045
0.06% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,008
shares
|
$423,045
0.02% of portfolio
|
Q3 2025
Added 31.93%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
3,004
shares
|
$422,482
0.04% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,004
shares
|
$422,482
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,002
shares
|
$422,201
0.08% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,000
shares
|
$421,919
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
2,998
shares
|
$421,638
0.04% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Northstar Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
2,960
shares
|
$416,294
0.09% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
2,960
shares
|
$416,294
0.02% of portfolio
|
Q4 2024
Added 51.02%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
2,944
shares
|
$414,044
0.17% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,926
shares
|
$411,512
0.1% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
2,925
shares
|
$411,371
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,923
shares
|
$411,090
0.06% of portfolio
|
Q1 2024
Reduced 51.19%
|
|