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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
21,902
shares
|
$3.01 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
21,863
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
21,789
shares
|
$2.99 Million
1.55% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
21,778
shares
|
$2.99 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
21,772
shares
|
$2.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,660
shares
|
$2.97 Million
0.1% of portfolio
|
Q2 2020
Added 5.51%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
21,621
shares
|
$2.97 Million
1.97% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
21,512
shares
|
$2.95 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
21,062
shares
|
$2.89 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
20,931
shares
|
$2.87 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,878
shares
|
$2.87 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,799
shares
|
$2.86 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
20,633
shares
|
$2.83 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
20,586
shares
|
$2.83 Million
1.04% of portfolio
|
Q4 2024
Added 54.26%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
20,448
shares
|
$2.81 Million
0.08% of portfolio
|
Q4 2024
Added 352.69%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
20,237
shares
|
$2.78 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
20,182
shares
|
$2.77 Million
0.14% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
20,151
shares
|
$2.77 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
20,112
shares
|
$2.76 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
20,012
shares
|
$2.75 Million
13.03% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
19,849
shares
|
$2.73 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
19,836
shares
|
$2.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,815
shares
|
$2.72 Million
0.07% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
19,655
shares
|
$2.7 Million
0.04% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
19,375
shares
|
$2.66 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.69%
|