Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,487 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
216
shares
|
$30,378
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
203
shares
|
$28,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
203
shares
|
$28,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$28,127
0.01% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
200
shares
|
$28,127
0.03% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
200
shares
|
$28,127
0.01% of portfolio
|
Q2 2025
Reduced 49.49%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
199
shares
|
$27,987
0.0% of portfolio
|
Q3 2025
Reduced 89.47%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
195
shares
|
$27,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
190
shares
|
$26,721
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
181
shares
|
$25,455
0.0% of portfolio
|
Q3 2022
Reduced 14.22%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
178
shares
|
$25,033
0.0% of portfolio
|
Q1 2025
Added 52.14%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
178
shares
|
$25,033
0.01% of portfolio
|
Q3 2025
Reduced 29.64%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
176
shares
|
$24,752
0.0% of portfolio
|
Q1 2023
Reduced 30.71%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
175
shares
|
$24,611
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
172
shares
|
$24,190
0.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
170
shares
|
$23,908
0.01% of portfolio
|
Q1 2025
Reduced 66.73%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
167
shares
|
$23,486
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
155
shares
|
$21,799
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
152
shares
|
$21,377
0.01% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150
shares
|
$21,095
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
150
shares
|
$21,095
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
149
shares
|
$20,955
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
144
shares
|
$20,252
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
142
shares
|
$19,970
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
140
shares
|
$19,689
0.01% of portfolio
|
Q3 2021
New holding
|
|