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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
23,961
shares
|
$3.29 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
23,910
shares
|
$3.28 Million
0.07% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,815
shares
|
$3.27 Million
0.19% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
23,553
shares
|
$3.23 Million
0.24% of portfolio
|
Q3 2022
Added 42.56%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
23,411
shares
|
$3.21 Million
2.11% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
23,324
shares
|
$3.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
23,177
shares
|
$3.18 Million
0.88% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
23,092
shares
|
$3.17 Million
0.14% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,002
shares
|
$3.16 Million
0.07% of portfolio
|
Q4 2023
Reduced 5.3%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,972
shares
|
$3.15 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
22,944
shares
|
$3.15 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
22,933
shares
|
$3.15 Million
1.15% of portfolio
|
Q4 2024
Reduced 24.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
22,842
shares
|
$3.14 Million
0.03% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
22,773
shares
|
$3.13 Million
0.19% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
22,522
shares
|
$3.09 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
22,470
shares
|
$3.09 Million
0.07% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
22,464
shares
|
$3.08 Million
2.12% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
22,350
shares
|
$3.07 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
22,247
shares
|
$3.05 Million
0.62% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
22,226
shares
|
$3.05 Million
1.38% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
22,181
shares
|
$3.05 Million
1.59% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
22,167
shares
|
$3.04 Million
1.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
22,064
shares
|
$3.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
21,970
shares
|
$3.02 Million
0.61% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
21,905
shares
|
$3.01 Million
2.25% of portfolio
|
Q4 2024
Added 2.19%
|