Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,486 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,690
shares
|
$378,321
0.1% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
2,680
shares
|
$376,915
0.05% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
2,680
shares
|
$376,915
0.08% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,671
shares
|
$375,649
0.03% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
2,670
shares
|
$375,508
0.21% of portfolio
|
Q2 2023
Reduced 50.28%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
2,664
shares
|
$374,664
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
2,650
shares
|
$372,695
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,631
shares
|
$370,023
0.01% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,628
shares
|
$369,601
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
2,626
shares
|
$369,320
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
2,624
shares
|
$369,039
0.05% of portfolio
|
Q3 2025
Reduced 29.12%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
2,619
shares
|
$368,336
0.2% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
2,606
shares
|
$366,507
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,590
shares
|
$364,257
0.03% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,588
shares
|
$363,976
0.05% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
2,578
shares
|
$362,569
0.11% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,572
shares
|
$361,726
0.1% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2,569
shares
|
$361,304
0.05% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,567
shares
|
$361,022
0.05% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,567
shares
|
$361,022
0.13% of portfolio
|
Q3 2025
Reduced 30.53%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
2,553
shares
|
$359,053
0.19% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,533
shares
|
$356,241
0.01% of portfolio
|
Q4 2024
Reduced 26.22%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
2,531
shares
|
$355,959
0.01% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
2,528
shares
|
$355,537
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,525
shares
|
$355,115
0.05% of portfolio
|
Q4 2022
Reduced 6.48%
|