Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,497 institutions that hold shares in the stock, with a total of 69.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
1,800
shares
|
$253,151
0.0% of portfolio
|
Q3 2025
Reduced 85.01%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,790
shares
|
$251,745
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
1,784
shares
|
$250,901
0.12% of portfolio
|
Q4 2025
Reduced 46.73%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
1,779
shares
|
$250,198
0.14% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
1,773
shares
|
$249,354
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,766
shares
|
$248,370
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
1,750
shares
|
$246,119
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,750
shares
|
$246,119
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
1,742
shares
|
$244,994
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
1,731
shares
|
$243,447
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
1,729
shares
|
$243,166
0.12% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,725
shares
|
$242,603
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,723
shares
|
$242,322
0.04% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
1,721
shares
|
$242,041
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Coquina Private Wealth LLC
Port Charlotte, FL |
Jan 29, 2026 Q4 2025 |
1,720
shares
|
$241,900
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
1,719
shares
|
$241,760
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,711
shares
|
$240,635
0.02% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
1,709
shares
|
$240,353
0.07% of portfolio
|
Q4 2025
Reduced 2.06%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,706
shares
|
$239,931
0.06% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
1,705
shares
|
$239,791
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,702
shares
|
$239,369
0.01% of portfolio
|
Q3 2025
Reduced 32.54%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 27, 2026 Q4 2025 |
1,699
shares
|
$238,947
0.13% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,698
shares
|
$238,806
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
1,698
shares
|
$238,806
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jan 26, 2026 Q4 2025 |
1,697
shares
|
$238,666
0.09% of portfolio
|
Q4 2025
Added 3.04%
|
|