Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,492 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
311
shares
|
$43,739
0.01% of portfolio
|
Q3 2024
Added 1455.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
311
shares
|
$43,739
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
304
shares
|
$42,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
300
shares
|
$42,191
0.01% of portfolio
|
Q3 2020
Reduced 73.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
300
shares
|
$42,191
0.0% of portfolio
|
Q2 2023
Reduced 91.47%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
298
shares
|
$41,910
0.03% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
297
shares
|
$41,770
0.02% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
292
shares
|
$41,066
0.0% of portfolio
|
Q4 2023
Added 2.46%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
291
shares
|
$40,926
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
289
shares
|
$40,644
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
284
shares
|
$39,941
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
280
shares
|
$39,379
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
270
shares
|
$37,972
0.02% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
263
shares
|
$36,988
0.01% of portfolio
|
Q3 2025
Added 220.73%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
261
shares
|
$36,707
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
260
shares
|
$36,566
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
252
shares
|
$35,441
0.02% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
251
shares
|
$35,300
0.0% of portfolio
|
Q3 2025
Reduced 95.17%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$35,160
0.0% of portfolio
|
Q1 2020
Reduced 69.51%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
250
shares
|
$35,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
250
shares
|
$35,160
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
248
shares
|
$34,878
0.02% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
238
shares
|
$33,472
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
235
shares
|
$33,050
0.0% of portfolio
|
Q1 2024
Reduced 24.44%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
234
shares
|
$32,909
0.01% of portfolio
|
Q2 2025
New holding
|
|