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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
2,562
shares
|
$360,319
0.02% of portfolio
|
Q4 2025
Added 6.44%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 30, 2026 Q4 2025 |
2,553
shares
|
$359,053
0.18% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
2,550
shares
|
$358,631
0.15% of portfolio
|
Q4 2025
Reduced 5.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
2,548
shares
|
$358,350
0.03% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 22, 2026 Q4 2025 |
2,539
shares
|
$357,084
0.11% of portfolio
|
Q4 2025
Added 13.5%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 22, 2026 Q4 2025 |
2,539
shares
|
$357,084
0.11% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Calamos Wealth Management LLC
|
Jan 28, 2026 Q4 2025 |
2,533
shares
|
$356,241
0.01% of portfolio
|
Q4 2024
Reduced 26.22%
|
|
|
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%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
2,516
shares
|
$353,850
0.03% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
2,504
shares
|
$352,162
0.04% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$351,599
0.07% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Latitude Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
2,500
shares
|
$351,599
0.19% of portfolio
|
Q4 2025
Added 38.89%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$351,599
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
2,500
shares
|
$351,599
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
2,496
shares
|
$351,037
0.06% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,487
shares
|
$349,771
0.08% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,480
shares
|
$348,787
0.02% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
2,476
shares
|
$348,224
0.19% of portfolio
|
Q2 2022
Reduced 23.15%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
2,475
shares
|
$348,083
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,475
shares
|
$348,083
0.06% of portfolio
|
Q3 2025
Reduced 35.04%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,471
shares
|
$347,521
0.06% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,451
shares
|
$344,708
0.25% of portfolio
|
Q4 2022
Added 3.86%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Jan 28, 2026 Q4 2025 |
2,434
shares
|
$342,317
0.08% of portfolio
|
Q4 2025
Reduced 1.22%
|
|