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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,138
shares
|
$160,048
0.06% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
1,127
shares
|
$158,501
0.02% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
1,108
shares
|
$155,829
0.01% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,102
shares
|
$154,985
0.07% of portfolio
|
Q1 2024
Reduced 53.15%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
1,094
shares
|
$153,860
0.04% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Old Second National Bank Of Aurora
|
Jan 26, 2026 Q4 2025 |
1,090
shares
|
$153,297
0.03% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,087
shares
|
$152,875
0.04% of portfolio
|
Q2 2025
Reduced 43.74%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,066
shares
|
$149,922
0.01% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,050
shares
|
$147,672
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,045
shares
|
$146,968
0.0% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
1,038
shares
|
$145,984
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
1,034
shares
|
$145,421
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,017
shares
|
$143,030
0.05% of portfolio
|
Q1 2025
Added 52.47%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,015
shares
|
$142,749
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,009
shares
|
$141,905
0.0% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,000
shares
|
$140,640
0.07% of portfolio
|
Q4 2023
Reduced 55.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
999
shares
|
$140,499
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
993
shares
|
$139,655
0.0% of portfolio
|
Q4 2025
Reduced 9.15%
|
|
|
Peoples Financial Services Corp.
|
Jan 26, 2026 Q4 2025 |
951
shares
|
$133,748
0.06% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
951
shares
|
$133,748
0.01% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
935
shares
|
$131,498
0.01% of portfolio
|
Q2 2025
Added 81.2%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
890
shares
|
$125,169
0.05% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
870
shares
|
$122,356
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
850
shares
|
$119,543
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
841
shares
|
$118,278
0.43% of portfolio
|
Q3 2022
Reduced 62.97%
|
|