# ISHARES TR (DVY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DVY/

- Reporting holders: 85
- Reported value: $104.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $18.3M | 120,457 | 1.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.1M | 33,461 | 0.0% | 16 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $4.8M | 31,892 | 2.6% | 2 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $4.8M | 31,729 | 0.1% | 32 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $4.3M | 27,939 | 0.8% | 21 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $4.1M | 27,168 | 0.4% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.4M | 22,649 | 0.1% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $2.6M | 16,778 | 0.2% | 8 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $2.5M | 16,485 | 0.1% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $2.5M | 16,474 | 0.0% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.4M | 15,949 | 0.1% | 16 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $2.4M | 15,479 | 0.8% | 20 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $2.3M | 15,100 | 1.1% | 19 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $2.3M | 14,817 | 2.2% | 13 |
| [Private Capital Advisors, Inc.](https://holderbook.com/funds/1350780-private-capital-advisors-inc/) | $2.1M | 13,975 | 0.2% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.0M | 13,084 | 0.1% | 32 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.7M | 10,783 | 0.1% | 32 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $1.4M | 9,398 | 0.6% | 1 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.4M | 9,351 | 0.0% | 28 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.4M | 9,207 | 0.1% | 15 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.3M | 8,468 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.3M | 8,405 | 0.0% | 32 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.3M | 8,222 | 0.2% | 18 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $1.2M | 8,164 | 0.5% | 9 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $1.2M | 7,772 | 0.2% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 85 | $104.7M |
| Q2 2026 | 1,434 | $11.3B |
| Q1 2026 | 1,417 | $11.3B |
| Q4 2025 | 1,387 | $10.2B |
| Q3 2025 | 1,310 | $9.9B |
| Q2 2025 | 1,305 | $9.6B |
| Q1 2025 | 1,318 | $9.3B |
| Q4 2024 | 1,334 | $9.4B |
| Q3 2024 | 1,254 | $9.4B |
| Q2 2024 | 1,218 | $8.3B |
| Q1 2024 | 1,229 | $10.3B |
| Q4 2023 | 1,236 | $9.7B |