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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,567
shares
|
$220,382
0.02% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
1,567
shares
|
$220,382
0.01% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
1,566
shares
|
$220,242
0.09% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
1,559
shares
|
$219,257
0.11% of portfolio
|
Q3 2025
Reduced 37.49%
|
|
|
Phillips Financial Management, LLC
|
Jan 26, 2026 Q4 2025 |
1,554
shares
|
$218,554
0.01% of portfolio
|
Q4 2025
Reduced 4.37%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,548
shares
|
$217,710
0.08% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 28, 2026 Q4 2025 |
1,548
shares
|
$217,710
0.14% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
1,544
shares
|
$217,148
0.08% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,544
shares
|
$217,148
0.09% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Jan 26, 2026 Q4 2025 |
1,537
shares
|
$216,163
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Jan 26, 2026 Q4 2025 |
1,533
shares
|
$215,601
0.12% of portfolio
|
Q4 2025
Reduced 7.03%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 27, 2026 Q4 2025 |
1,530
shares
|
$215,179
0.02% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
1,525
shares
|
$214,475
0.0% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,524
shares
|
$214,335
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,520
shares
|
$213,772
0.02% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Dentgroup LLC
|
Jan 28, 2026 Q4 2025 |
1,519
shares
|
$213,632
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
1,516
shares
|
$213,210
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
1,511
shares
|
$212,507
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
1,510
shares
|
$212,366
0.01% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
1,504
shares
|
$211,522
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,504
shares
|
$211,522
0.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
1,500
shares
|
$210,959
0.03% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Asio Capital, LLC
|
Jan 21, 2026 Q4 2025 |
1,500
shares
|
$210,959
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$210,959
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$210,959
0.03% of portfolio
|
Q3 2025
New holding
|
|