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 |
|---|---|---|---|---|---|
|
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
|
|
|
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%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
74
shares
|
$10,375
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
73
shares
|
$10,235
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
73
shares
|
$10,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
70
shares
|
$9,814
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
70
shares
|
$9,814
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
68
shares
|
$9,534
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67
shares
|
$9,394
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
63
shares
|
$8,833
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
56
shares
|
$7,851
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
53
shares
|
$7,431
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
52
shares
|
$7,290
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
50
shares
|
$7,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
49
shares
|
$6,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$6,730
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
42
shares
|
$5,888
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,468
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,468
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
37
shares
|
$5,187
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
35
shares
|
$4,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
30
shares
|
$4,206
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
27
shares
|
$3,785
0.0% of portfolio
|
Q1 2025
New holding
|