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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,451
shares
|
$343,654
0.25% of portfolio
|
Q4 2022
Added 3.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,437
shares
|
$341,691
0.03% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,423
shares
|
$339,728
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
2,422
shares
|
$339,588
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,407
shares
|
$337,485
0.02% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
2,405
shares
|
$337,205
0.09% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,403
shares
|
$336,924
0.04% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
2,402
shares
|
$336,784
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
2,401
shares
|
$336,644
0.06% of portfolio
|
Q3 2025
Reduced 17.04%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
2,399
shares
|
$336,363
0.04% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,392
shares
|
$335,382
0.18% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,391
shares
|
$335,242
0.04% of portfolio
|
Q3 2022
Reduced 7.72%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
2,386
shares
|
$334,541
0.05% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,385
shares
|
$334,400
0.12% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
2,379
shares
|
$333,559
0.07% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
2,363
shares
|
$331,316
0.02% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
2,359
shares
|
$330,755
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,358
shares
|
$330,615
0.03% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
2,348
shares
|
$329,213
0.12% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
2,345
shares
|
$328,792
0.15% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,344
shares
|
$328,652
0.26% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
2,341
shares
|
$328,231
0.01% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
2,340
shares
|
$328,091
0.22% of portfolio
|
Q2 2023
Added 20.12%
|