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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
2,423
shares
|
$340,770
0.01% of portfolio
|
Q4 2025
Reduced 7.8%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
2,422
shares
|
$340,630
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
2,405
shares
|
$338,239
0.09% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,403
shares
|
$337,957
0.04% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
2,401
shares
|
$337,676
0.06% of portfolio
|
Q3 2025
Reduced 17.04%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
2,399
shares
|
$337,395
0.04% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
2,393
shares
|
$336,551
0.08% of portfolio
|
Q4 2025
Reduced 11.04%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
2,392
shares
|
$336,410
0.17% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,391
shares
|
$336,270
0.04% of portfolio
|
Q3 2022
Reduced 7.72%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
2,386
shares
|
$335,567
0.05% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,385
shares
|
$335,426
0.12% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
2,383
shares
|
$335,145
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
2,359
shares
|
$331,769
0.03% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Benedict Financial Advisors Inc
|
Jan 27, 2026 Q4 2025 |
2,359
shares
|
$331,769
0.07% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
2,353
shares
|
$330,925
0.06% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,351
shares
|
$330,644
0.0% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Highview Capital Management LLC
|
Jan 27, 2026 Q4 2025 |
2,348
shares
|
$330,222
0.12% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
2,345
shares
|
$329,800
0.15% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,344
shares
|
$329,660
0.26% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
2,341
shares
|
$329,238
0.01% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
2,340
shares
|
$329,097
0.22% of portfolio
|
Q2 2023
Added 20.12%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,339
shares
|
$328,956
0.01% of portfolio
|
Q3 2025
Added 25.55%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
2,333
shares
|
$328,113
0.01% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,331
shares
|
$327,831
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
2,329
shares
|
$327,550
0.12% of portfolio
|
Q3 2021
Reduced 3.08%
|
|