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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
396
shares
|
$55,523
0.0% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
389
shares
|
$54,541
0.01% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
382
shares
|
$53,560
0.04% of portfolio
|
Q3 2025
Added 24.84%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
379
shares
|
$53,139
0.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
376
shares
|
$52,718
0.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
373
shares
|
$52,298
0.05% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
371
shares
|
$52,017
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
366
shares
|
$51,316
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
360
shares
|
$50,475
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
350
shares
|
$49,073
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
350
shares
|
$49,073
0.01% of portfolio
|
Q3 2021
Reduced 41.67%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
348
shares
|
$48,793
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
341
shares
|
$47,811
0.03% of portfolio
|
Q3 2025
Reduced 30.41%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
333
shares
|
$46,689
0.0% of portfolio
|
Q3 2025
Reduced 34.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
333
shares
|
$46,689
0.02% of portfolio
|
Q2 2024
Reduced 82.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
330
shares
|
$46,269
0.03% of portfolio
|
Q2 2022
Reduced 95.33%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
325
shares
|
$45,568
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
323
shares
|
$45,287
0.0% of portfolio
|
Q1 2025
Reduced 92.55%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
318
shares
|
$44,586
0.01% of portfolio
|
Q2 2025
Reduced 35.5%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
315
shares
|
$44,166
0.03% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
311
shares
|
$43,605
0.01% of portfolio
|
Q3 2024
Added 1455.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
311
shares
|
$43,605
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
309
shares
|
$43,324
0.03% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
307
shares
|
$43,044
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
304
shares
|
$42,623
0.01% of portfolio
|
Q4 2024
New holding
|