Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,492 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
2,133
shares
|
$299,985
0.07% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,131
shares
|
$299,703
0.04% of portfolio
|
Q2 2023
Reduced 2.29%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,130
shares
|
$299,563
0.11% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,126
shares
|
$299,000
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,121
shares
|
$298,297
0.1% of portfolio
|
Q2 2022
Added 3.06%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,116
shares
|
$297,594
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,113
shares
|
$297,172
0.01% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
2,113
shares
|
$297,172
0.13% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,110
shares
|
$296,750
0.05% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,107
shares
|
$296,328
0.27% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,103
shares
|
$295,765
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,103
shares
|
$295,765
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
2,097
shares
|
$294,922
0.03% of portfolio
|
Q3 2025
Added 22.99%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,093
shares
|
$294,359
0.02% of portfolio
|
Q1 2022
Reduced 8.68%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
2,092
shares
|
$294,218
0.13% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,082
shares
|
$292,812
0.01% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,078
shares
|
$292,249
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,075
shares
|
$291,828
0.04% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
2,064
shares
|
$290,280
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
2,061
shares
|
$289,859
0.2% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,053
shares
|
$288,733
0.06% of portfolio
|
Q2 2024
Reduced 16.37%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
2,050
shares
|
$288,312
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
2,050
shares
|
$288,312
0.0% of portfolio
|
Q3 2024
Reduced 64.93%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
2,050
shares
|
$288,312
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
2,045
shares
|
$287,608
0.02% of portfolio
|
Q2 2025
Added 8.2%
|