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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
19,175
shares
|
$2.63 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
19,171
shares
|
$2.63 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
19,168
shares
|
$2.63 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
19,152
shares
|
$2.63 Million
1.19% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
19,136
shares
|
$2.63 Million
0.17% of portfolio
|
Q4 2024
Reduced 22.32%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
19,014
shares
|
$2.61 Million
7.49% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
19,000
shares
|
$2.61 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
18,842
shares
|
$2.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
18,829
shares
|
$2.59 Million
0.26% of portfolio
|
Q4 2024
Added 645.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
18,705
shares
|
$2.57 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
18,672
shares
|
$2.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
18,638
shares
|
$2.56 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,595
shares
|
$2.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
18,348
shares
|
$2.52 Million
2.28% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
18,300
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,273
shares
|
$2.51 Million
0.45% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
18,219
shares
|
$2.5 Million
0.93% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,127
shares
|
$2.49 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
18,093
shares
|
$2.48 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
18,086
shares
|
$2.48 Million
0.99% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
18,059
shares
|
$2.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.66%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
17,956
shares
|
$2.47 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
17,864
shares
|
$2.45 Million
0.28% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,793
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,762
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Added 77.69%
|