Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,496 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,588
shares
|
$362,863
0.05% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
2,578
shares
|
$361,461
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
|
$360,620
0.1% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2,569
shares
|
$360,199
0.05% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,567
shares
|
$359,919
0.05% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,567
shares
|
$359,919
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
|
$357,956
0.19% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,533
shares
|
$355,151
0.01% of portfolio
|
Q4 2024
Reduced 26.22%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
2,531
shares
|
$354,871
0.01% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
2,528
shares
|
$354,450
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,525
shares
|
$354,030
0.05% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
2,523
shares
|
$353,749
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
2,516
shares
|
$352,768
0.03% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,508
shares
|
$351,646
0.05% of portfolio
|
Q4 2023
Reduced 13.81%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
2,504
shares
|
$351,085
0.04% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,500
shares
|
$350,525
0.07% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$350,525
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,487
shares
|
$348,702
0.08% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,478
shares
|
$347,440
0.04% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,476
shares
|
$347,159
0.19% of portfolio
|
Q2 2022
Reduced 23.15%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,471
shares
|
$346,458
0.06% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
2,467
shares
|
$345,898
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
2,464
shares
|
$345,477
0.08% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,453
shares
|
$343,935
0.04% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,453
shares
|
$343,935
0.06% of portfolio
|
Q2 2025
Reduced 0.89%
|