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 |
|---|---|---|---|---|---|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
1,708
shares
|
$239,478
0.14% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,706
shares
|
$239,198
0.06% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,705
shares
|
$239,058
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,698
shares
|
$238,076
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
1,698
shares
|
$238,076
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,695
shares
|
$237,655
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
1,693
shares
|
$237,375
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
1,692
shares
|
$237,235
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
1,691
shares
|
$237,095
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
1,690
shares
|
$236,954
0.2% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,683
shares
|
$235,973
0.01% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,683
shares
|
$235,973
0.14% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
1,682
shares
|
$235,833
0.14% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
1,680
shares
|
$235,552
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
1,675
shares
|
$234,851
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,675
shares
|
$234,851
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
1,662
shares
|
$233,029
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
1,661
shares
|
$232,888
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
1,660
shares
|
$232,748
0.04% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
1,657
shares
|
$232,327
0.05% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
1,648
shares
|
$231,066
0.06% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,647
shares
|
$230,925
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,643
shares
|
$230,365
0.04% of portfolio
|
Q3 2025
Added 193.39%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
1,638
shares
|
$229,663
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
1,638
shares
|
$229,663
0.04% of portfolio
|
Q3 2024
New holding
|