Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,495 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 $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,633
shares
|
$228,962
0.08% of portfolio
|
Q2 2025
Reduced 25.67%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
1,632
shares
|
$228,822
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,631
shares
|
$228,682
0.09% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
1,628
shares
|
$228,261
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
1,628
shares
|
$228,261
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,627
shares
|
$228,121
0.23% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,625
shares
|
$227,841
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,625
shares
|
$227,841
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
1,623
shares
|
$227,560
0.05% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,616
shares
|
$226,579
0.01% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
1,614
shares
|
$226,298
0.13% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
1,613
shares
|
$226,158
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
1,609
shares
|
$225,597
0.16% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
1,607
shares
|
$225,317
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
1,601
shares
|
$224,476
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carderock Capital Management Inc
|
Oct 17, 2025 Q3 2025 |
1,600
shares
|
$224,336
0.06% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
1,600
shares
|
$224,336
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,600
shares
|
$224,336
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,600
shares
|
$224,336
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,595
shares
|
$223,634
0.03% of portfolio
|
Q3 2025
Reduced 35.89%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$223,494
0.24% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
1,592
shares
|
$223,214
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,590
shares
|
$222,933
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
1,579
shares
|
$221,391
0.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
1,576
shares
|
$220,970
0.05% of portfolio
|
Q3 2025
New holding
|