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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,103
shares
|
$294,861
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,103
shares
|
$294,861
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
2,097
shares
|
$294,020
0.03% of portfolio
|
Q3 2025
Added 22.99%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,093
shares
|
$293,459
0.02% of portfolio
|
Q1 2022
Reduced 8.68%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
2,092
shares
|
$293,319
0.13% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
2,087
shares
|
$292,618
0.01% of portfolio
|
Q2 2024
Reduced 46.83%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,082
shares
|
$291,917
0.01% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,078
shares
|
$291,356
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
|
$290,935
0.04% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
2,064
shares
|
$289,393
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
2,061
shares
|
$288,972
0.2% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,053
shares
|
$287,851
0.06% of portfolio
|
Q2 2024
Reduced 16.37%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
2,050
shares
|
$287,430
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
2,050
shares
|
$287,430
0.0% of portfolio
|
Q3 2024
Reduced 64.93%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
2,050
shares
|
$287,430
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
2,045
shares
|
$286,729
0.02% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
2,045
shares
|
$286,729
0.12% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
2,041
shares
|
$286,168
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,040
shares
|
$286,028
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
2,040
shares
|
$286,028
0.04% of portfolio
|
Q2 2025
Added 29.61%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,040
shares
|
$286,028
0.15% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
2,040
shares
|
$286,028
0.1% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,040
shares
|
$286,028
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
2,035
shares
|
$285,327
0.01% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,034
shares
|
$285,187
0.03% of portfolio
|
Q2 2025
Added 0.39%
|