# 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: 2026-05-03T06:07:15.893Z

## Summary

As of the most recent 13F filing period, ISHARES TR (DVY) is held by 1 tracked superinvestors with an aggregate position value of $4.4M representing 028942 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dan Sundheim](https://superinvestorclub.com/manager/3261) | D1 Capital Partners | 28942 | $4.4M | 1.84% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2025-03-31: 1 holders, $574,766 aggregate, 04280 shares
- 2025-06-30: 1 holders, $3.8M aggregate, 028571 shares
- 2025-09-30: 1 holders, $4.1M aggregate, 028747 shares
- 2025-12-31: 1 holders, $4.1M aggregate, 028908 shares
- 2026-03-31: 1 holders, $4.4M aggregate, 028942 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."