Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,498 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
1,955
shares
|
$274,110
0.22% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
1,941
shares
|
$272,147
0.07% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
1,936
shares
|
$271,446
0.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
1,935
shares
|
$271,306
0.04% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
1,922
shares
|
$269,483
0.09% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,906
shares
|
$267,240
0.12% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
1,905
shares
|
$267,100
0.19% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,900
shares
|
$266,399
0.04% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
1,900
shares
|
$266,399
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
1,899
shares
|
$266,258
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
1,897
shares
|
$265,978
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
1,888
shares
|
$264,716
0.02% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,874
shares
|
$262,753
0.02% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,871
shares
|
$262,332
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,870
shares
|
$262,192
0.05% of portfolio
|
Q2 2025
Reduced 41.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,869
shares
|
$262,052
0.01% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
1,863
shares
|
$261,211
0.14% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,859
shares
|
$260,650
0.16% of portfolio
|
Q4 2024
Reduced 29.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,856
shares
|
$260,229
0.04% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
1,853
shares
|
$259,809
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,849
shares
|
$259,248
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,842
shares
|
$258,266
0.02% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
1,842
shares
|
$258,266
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,840
shares
|
$257,986
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
1,840
shares
|
$257,986
0.08% of portfolio
|
Q3 2025
Reduced 5.35%
|