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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150
shares
|
$21,031
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
144
shares
|
$20,190
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
140
shares
|
$19,629
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
133
shares
|
$18,647
0.0% of portfolio
|
Q3 2025
Added 33.0%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
131
shares
|
$18,367
0.0% of portfolio
|
Q2 2021
Reduced 43.29%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
127
shares
|
$17,806
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
120
shares
|
$16,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
115
shares
|
$16,124
0.0% of portfolio
|
Q2 2021
Reduced 99.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
111
shares
|
$15,563
0.0% of portfolio
|
Q3 2025
Added 81.97%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
110
shares
|
$15,423
0.0% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
108
shares
|
$15,142
0.01% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
105
shares
|
$14,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
102
shares
|
$14,301
0.0% of portfolio
|
Q3 2024
Added 104.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
100
shares
|
$14,021
0.01% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
100
shares
|
$14,021
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
98
shares
|
$13,740
0.0% of portfolio
|
Q1 2025
Added 30.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
97
shares
|
$13,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
95
shares
|
$13,319
0.01% of portfolio
|
Q4 2024
Reduced 99.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
93
shares
|
$13,039
0.0% of portfolio
|
Q3 2025
Reduced 24.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
90
shares
|
$12,618
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
90
shares
|
$12,618
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
88
shares
|
$12,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
77
shares
|
$10,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
75
shares
|
$10,515
0.0% of portfolio
|
Q2 2025
Reduced 85.6%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
75
shares
|
$10,515
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|