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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
1,419
shares
|
$198,957
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,398
shares
|
$196,013
0.07% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,388
shares
|
$194,611
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
1,388
shares
|
$194,611
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,362
shares
|
$190,966
0.07% of portfolio
|
Q3 2025
Reduced 51.55%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,349
shares
|
$189,143
0.02% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,332
shares
|
$186,759
0.0% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,324
shares
|
$185,638
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,315
shares
|
$184,376
0.0% of portfolio
|
Q2 2025
Reduced 26.33%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,281
shares
|
$179,609
0.04% of portfolio
|
Q2 2021
Reduced 25.35%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,270
shares
|
$178,066
0.05% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,264
shares
|
$177,225
0.14% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,255
shares
|
$175,963
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
1,232
shares
|
$172,738
0.14% of portfolio
|
Q3 2021
Reduced 21.33%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
1,211
shares
|
$169,794
0.07% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,200
shares
|
$168,252
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,197
shares
|
$167,831
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
1,196
shares
|
$167,691
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
1,180
shares
|
$165,447
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,179
shares
|
$165,307
0.02% of portfolio
|
Q2 2025
Added 31.88%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,145
shares
|
$160,540
0.04% of portfolio
|
Q2 2024
Reduced 57.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,145
shares
|
$160,540
0.13% of portfolio
|
Q3 2025
Added 24.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,138
shares
|
$159,558
0.06% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,127
shares
|
$158,016
0.02% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,123
shares
|
$157,455
0.01% of portfolio
|
Q2 2025
Reduced 26.74%
|