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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,204
shares
|
$309,022
0.09% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,187
shares
|
$306,639
0.02% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
2,181
shares
|
$305,798
0.2% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
2,177
shares
|
$305,237
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,170
shares
|
$304,255
0.0% of portfolio
|
Q3 2025
Reduced 35.95%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,162
shares
|
$303,134
0.06% of portfolio
|
Q3 2025
Added 49.41%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,156
shares
|
$302,292
0.01% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,151
shares
|
$301,591
0.01% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,146
shares
|
$300,890
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,141
shares
|
$300,189
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hoffman, Alan N Investment Management
|
Oct 08, 2025 Q3 2025 |
2,134
shares
|
$299,208
0.13% of portfolio
|
Q1 2024
Reduced 16.9%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,133
shares
|
$299,067
0.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
2,133
shares
|
$299,067
0.07% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,131
shares
|
$298,787
0.04% of portfolio
|
Q2 2023
Reduced 2.29%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,131
shares
|
$298,787
0.0% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,130
shares
|
$298,647
0.11% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,121
shares
|
$297,385
0.1% of portfolio
|
Q2 2022
Added 3.06%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,116
shares
|
$296,684
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,116
shares
|
$296,684
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,115
shares
|
$296,544
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,113
shares
|
$296,263
0.01% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
2,113
shares
|
$296,263
0.13% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,110
shares
|
$295,843
0.05% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,107
shares
|
$295,422
0.27% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
2,105
shares
|
$295,142
0.0% of portfolio
|
Q2 2025
Reduced 50.82%
|