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 |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$210,315
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$210,315
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$210,315
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
1,500
shares
|
$210,315
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,481
shares
|
$207,651
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,480
shares
|
$207,510
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,480
shares
|
$207,510
0.01% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
1,478
shares
|
$207,230
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,476
shares
|
$206,949
0.0% of portfolio
|
Q3 2025
Reduced 59.55%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,469
shares
|
$205,968
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
1,463
shares
|
$205,127
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
1,460
shares
|
$204,706
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
1,459
shares
|
$204,566
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,455
shares
|
$204,005
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
1,450
shares
|
$203,304
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,445
shares
|
$202,603
0.02% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,441
shares
|
$202,042
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
1,441
shares
|
$202,042
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
1,440
shares
|
$201,902
0.15% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,431
shares
|
$200,640
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
1,430
shares
|
$200,500
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,424
shares
|
$199,659
0.02% of portfolio
|
Q3 2025
Added 286.96%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
1,423
shares
|
$199,518
0.08% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,422
shares
|
$199,378
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,420
shares
|
$199,098
0.06% of portfolio
|
Q3 2025
New holding
|