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 |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
16,263
shares
|
$2.23 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
16,106
shares
|
$2.21 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
16,104
shares
|
$2.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
16,044
shares
|
$2.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
16,000
shares
|
$2.2 Million
0.14% of portfolio
|
Q4 2020
Reduced 2.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
15,987
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
15,864
shares
|
$2.18 Million
0.21% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
15,797
shares
|
$2.17 Million
0.16% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
15,704
shares
|
$2.16 Million
1.13% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
New South Capital Management Inc
Memphis, TN |
Feb 06, 2025 Q4 2024 |
15,680
shares
|
$2.15 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
15,650
shares
|
$2.15 Million
0.27% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
15,562
shares
|
$2.14 Million
0.68% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
15,538
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,506
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
15,418
shares
|
$2.12 Million
0.57% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
15,395
shares
|
$2.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
15,329
shares
|
$2.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,224
shares
|
$2.09 Million
0.21% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
15,215
shares
|
$2.09 Million
0.31% of portfolio
|
Q4 2024
Added 71.82%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
15,176
shares
|
$2.08 Million
1.38% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
15,170
shares
|
$2.08 Million
1.42% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
15,153
shares
|
$2.08 Million
0.19% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
15,129
shares
|
$2.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
15,116
shares
|
$2.08 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
15,066
shares
|
$2.07 Million
0.29% of portfolio
|
Q4 2024
Added 0.84%
|