DVYAISHARES INC
CUSIP 464286293 · Yahoo Finance ↗ · Google Finance ↗
Ishares Inc (DVYA) has 37 institutional holders in Filings Flow’s 13F database, together reporting 525.4K shares worth $25M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Concord Wealth Partners, and Concord Asset Management, LLC/Va.
Institutional Holders
37
Q1 2026
Reported Value
$25M
Ticker
DVYA
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Concord Asset Management, LLC/VA$592M AUM | 0.57% | $3M | 69.8K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.45% | $3M | 71.2K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.42% | $2M | 38.0K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 0.31% | $634,913 | 13.2K | Q1 2026 |
| HC Advisors, LLC$149M AUM | 0.19% | $286,350 | 5.9K | Q1 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.12% | $719,915 | 14.9K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $468,480 | 9.7K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 54.2K | Q3 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 41.0K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.01% | $32,578 | 675 | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.01% | $48,264 | 1.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 46.2K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $43,438 | 900 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $38,697 | 874 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $40,325 | 836 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $19,113 | 396 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 80.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $703,557 | 14.6K | Q1 2026 |
| VIRTUS ADVISERS, LLC$215M AUM | 0.00% | $869 | 18 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $59,123 | 1.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $573,056 | 11.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 22.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,821 | 243 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $513,963 | 10.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $740,563 | 15.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $485,527 | 11.0K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,234 | 67 | Q1 2026 |
| WestEnd Advisors, LLC$4.1B AUM | 0.00% | $2,027 | 42 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $666,043 | 13.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $93,930 | 2.0K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $12,876 | 265 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,274 | 130 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4,826 | 100 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $9,653 | 200 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $40,693 | 919 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9,000 | 180 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $7,143 | 148 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3,770 | 98 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $34 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.