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 |
|---|---|---|---|---|---|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
17,688
shares
|
$2.43 Million
1.4% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
17,618
shares
|
$2.42 Million
0.33% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
17,566
shares
|
$2.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
17,563
shares
|
$2.41 Million
0.19% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
17,528
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
17,495
shares
|
$2.4 Million
0.14% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17,475
shares
|
$2.4 Million
0.22% of portfolio
|
Q2 2021
Reduced 1.36%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
17,427
shares
|
$2.39 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
17,328
shares
|
$2.38 Million
0.95% of portfolio
|
Q4 2024
Added 42.42%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,246
shares
|
$2.37 Million
0.39% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
17,174
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
17,142
shares
|
$2.35 Million
0.36% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
16,960
shares
|
$2.33 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
16,899
shares
|
$2.32 Million
0.78% of portfolio
|
Q1 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
16,878
shares
|
$2.32 Million
0.23% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
16,815
shares
|
$2.31 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
16,764
shares
|
$2.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
16,753
shares
|
$2.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16,702
shares
|
$2.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
16,538
shares
|
$2.27 Million
0.08% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
16,416
shares
|
$2.25 Million
0.06% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
16,334
shares
|
$2.24 Million
0.72% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,313
shares
|
$2.24 Million
0.11% of portfolio
|
Q4 2024
Added 22.61%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,306
shares
|
$2.24 Million
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
16,288
shares
|
$2.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.92%
|