Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,496 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 $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
756
shares
|
$105,998
0.05% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
752
shares
|
$105,437
0.07% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
748
shares
|
$104,877
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
730
shares
|
$102,353
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
720
shares
|
$100,951
0.0% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
700
shares
|
$98,147
0.03% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
679
shares
|
$95,202
0.06% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
676
shares
|
$94,781
0.01% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
661
shares
|
$92,678
0.06% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
656
shares
|
$91,977
0.01% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
650
shares
|
$91,136
0.04% of portfolio
|
Q4 2024
Added 253.26%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
647
shares
|
$90,715
0.02% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
642
shares
|
$90,014
0.01% of portfolio
|
Q4 2024
Added 448.72%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
633
shares
|
$88,752
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
626
shares
|
$87,771
0.01% of portfolio
|
Q1 2023
Added 70.11%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
611
shares
|
$85,668
0.09% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
579
shares
|
$81,181
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
570
shares
|
$79,919
0.0% of portfolio
|
Q1 2024
Reduced 25.97%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
570
shares
|
$79,919
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
560
shares
|
$78,517
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
557
shares
|
$78,096
0.05% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
549
shares
|
$76,975
0.02% of portfolio
|
Q1 2023
Reduced 14.22%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
537
shares
|
$75,292
0.06% of portfolio
|
Q4 2023
Reduced 19.49%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
530
shares
|
$74,311
0.02% of portfolio
|
Q4 2022
Reduced 25.35%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
518
shares
|
$72,628
0.05% of portfolio
|
Q2 2025
New holding
|