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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,339
shares
|
$327,951
0.01% of portfolio
|
Q3 2025
Added 25.55%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
2,339
shares
|
$327,951
0.03% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,333
shares
|
$327,109
0.01% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,331
shares
|
$326,829
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
2,329
shares
|
$326,549
0.12% of portfolio
|
Q3 2021
Reduced 3.08%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,325
shares
|
$325,988
0.07% of portfolio
|
Q3 2025
Added 47.62%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,323
shares
|
$325,707
0.02% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,321
shares
|
$325,427
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
2,317
shares
|
$324,866
0.16% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,305
shares
|
$323,184
0.07% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
2,285
shares
|
$320,379
0.31% of portfolio
|
Q4 2022
Reduced 11.61%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,276
shares
|
$319,117
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
2,275
shares
|
$318,977
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,268
shares
|
$317,996
0.01% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
2,267
shares
|
$317,856
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,263
shares
|
$317,295
0.22% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,260
shares
|
$316,874
0.01% of portfolio
|
Q4 2023
Reduced 11.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,253
shares
|
$315,893
0.02% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 14, 2025 Q3 2025 |
2,250
shares
|
$315,472
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,245
shares
|
$314,771
0.02% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
2,242
shares
|
$314,350
0.15% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
2,240
shares
|
$314,070
0.03% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,237
shares
|
$313,649
0.11% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
2,226
shares
|
$312,107
0.04% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
2,209
shares
|
$309,723
0.05% of portfolio
|
Q2 2024
New holding
|