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 69.6 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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
1,628
shares
|
$228,961
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
1,628
shares
|
$228,961
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,627
shares
|
$228,821
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,627
shares
|
$228,821
0.23% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,625
shares
|
$228,539
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
1,625
shares
|
$228,539
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,621
shares
|
$227,977
0.07% of portfolio
|
Q3 2025
Added 1489.22%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
1,619
shares
|
$227,696
0.06% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,617
shares
|
$227,414
0.01% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 29, 2026 Q4 2025 |
1,616
shares
|
$227,274
0.01% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
1,614
shares
|
$226,992
0.13% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
1,601
shares
|
$225,164
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carderock Capital Management Inc
|
Jan 09, 2026 Q4 2025 |
1,600
shares
|
$225,023
0.06% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
1,600
shares
|
$225,023
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,600
shares
|
$225,023
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,600
shares
|
$225,023
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
1,596
shares
|
$224,461
0.16% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,595
shares
|
$224,320
0.03% of portfolio
|
Q3 2025
Reduced 35.89%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
1,595
shares
|
$224,320
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$224,180
0.24% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 28, 2026 Q4 2025 |
1,592
shares
|
$223,898
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,590
shares
|
$223,617
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Jan 26, 2026 Q4 2025 |
1,581
shares
|
$222,351
0.07% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 29, 2026 Q4 2025 |
1,576
shares
|
$221,648
0.1% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
1,576
shares
|
$221,648
0.05% of portfolio
|
Q3 2025
New holding
|
|