# ISHARES TR (DVY) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287168
Page URL: https://superinvestorclub.com/stock/DVY
Last updated: 2026-08-29T13:48:50.594Z

## Summary

As of the most recent 13F filing period, ISHARES TR (DVY) is held by 2 tracked superinvestors with an aggregate position value of $5.1M representing 0291713177 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dan Sundheim (Mine & Arao)](https://superinvestorclub.com/manager/3261) | Mine & Arao Wealth Creation & Management | 29171 | $4.6M | 1.65% | 2026-06-30 |
| 2 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 3177 | $496,565 | 0.02% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $300,854 aggregate, 02795 shares
- 2023-12-31: 1 holders, $335,718 aggregate, 02864 shares
- 2024-03-31: 1 holders, $352,788 aggregate, 02864 shares
- 2024-06-30: 1 holders, $341,043 aggregate, 02819 shares
- 2024-09-30: 2 holders, $958,867 aggregate, 042802819 shares
- 2024-12-31: 3 holders, $4.6M aggregate, 02826342802834 shares
- 2025-03-31: 3 holders, $4.8M aggregate, 02841242802819 shares
- 2025-06-30: 3 holders, $4.4M aggregate, 02857127992105 shares
- 2025-09-30: 2 holders, $4.5M aggregate, 0287472799 shares
- 2025-12-31: 2 holders, $4.5M aggregate, 0289083177 shares
- 2026-03-31: 2 holders, $4.9M aggregate, 0289423177 shares
- 2026-06-30: 2 holders, $5.1M aggregate, 0291713177 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (DVY) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/DVY), aggregating SEC 13F, Form 4, and congressional disclosures."