Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,442 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
28,263
shares
|
$3.88 Million
1.7% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
27,758
shares
|
$3.81 Million
0.0% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
27,567
shares
|
$3.79 Million
0.1% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
26,985
shares
|
$3.71 Million
0.88% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
26,935
shares
|
$3.7 Million
0.29% of portfolio
|
Q4 2024
Added 20.42%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
26,884
shares
|
$3.69 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
26,426
shares
|
$3.63 Million
1.64% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
26,236
shares
|
$3.6 Million
1.36% of portfolio
|
Q4 2024
Added 35.2%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
26,100
shares
|
$3.58 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
26,036
shares
|
$3.58 Million
0.11% of portfolio
|
Q4 2024
Added 92.26%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
25,987
shares
|
$3.57 Million
0.14% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
25,949
shares
|
$3.56 Million
0.31% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
25,862
shares
|
$3.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
25,813
shares
|
$3.54 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
25,702
shares
|
$3.53 Million
0.11% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
25,586
shares
|
$3.51 Million
0.18% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
25,548
shares
|
$3.51 Million
1.39% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
25,441
shares
|
$3.49 Million
0.97% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
25,401
shares
|
$3.49 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,960
shares
|
$3.43 Million
0.08% of portfolio
|
Q4 2022
Added 1.43%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
24,509
shares
|
$3.37 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,474
shares
|
$3.36 Million
1.84% of portfolio
|
Q2 2022
Added 2.33%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
24,445
shares
|
$3.36 Million
0.82% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
24,263
shares
|
$3.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
24,111
shares
|
$3.31 Million
0.11% of portfolio
|
Q4 2024
Added 30.3%
|