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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
2,922
shares
|
$410,950
0.12% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
2,916
shares
|
$410,106
0.15% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,915
shares
|
$409,965
0.17% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jan 23, 2026 Q4 2025 |
2,908
shares
|
$408,981
0.3% of portfolio
|
Q4 2025
Added 7.39%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
2,907
shares
|
$408,840
0.09% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,882
shares
|
$405,324
0.23% of portfolio
|
Q1 2023
Added 0.8%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
2,881
shares
|
$405,183
0.02% of portfolio
|
Q4 2025
Added 13.83%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
2,872
shares
|
$403,918
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,867
shares
|
$403,214
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
2,867
shares
|
$403,214
0.02% of portfolio
|
Q4 2025
Reduced 5.75%
|
|
|
Blb&B Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
2,866
shares
|
$403,074
0.02% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
2,860
shares
|
$402,230
0.03% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Annex Advisory Services, LLC
|
Jan 23, 2026 Q4 2025 |
2,858
shares
|
$401,949
0.01% of portfolio
|
Q4 2025
Added 66.74%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
2,849
shares
|
$400,683
0.01% of portfolio
|
Q4 2025
Added 35.47%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
2,848
shares
|
$400,542
0.13% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Busey Wealth Management
|
Jan 27, 2026 Q4 2025 |
2,848
shares
|
$400,542
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,845
shares
|
$400,120
0.03% of portfolio
|
Q2 2024
Reduced 29.91%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
2,840
shares
|
$399,417
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,836
shares
|
$398,855
0.12% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,830
shares
|
$398,011
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
2,805
shares
|
$394,495
0.18% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Courage Miller Partners, LLC
|
Jan 23, 2026 Q4 2025 |
2,802
shares
|
$394,073
0.12% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,785
shares
|
$391,682
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,783
shares
|
$391,401
0.27% of portfolio
|
Q2 2025
Reduced 1.63%
|
|