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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
15,057
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
15,055
shares
|
$2.07 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
15,034
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,982
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,842
shares
|
$2.04 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14,779
shares
|
$2.03 Million
0.16% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,488
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
14,386
shares
|
$1.98 Million
0.3% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,373
shares
|
$1.97 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
14,288
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
14,261
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,255
shares
|
$1.96 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
14,215
shares
|
$1.95 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
14,194
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
14,111
shares
|
$1.94 Million
3.3% of portfolio
|
Q1 2024
Reduced 17.71%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
14,059
shares
|
$1.93 Million
0.18% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
14,039
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,992
shares
|
$1.92 Million
0.64% of portfolio
|
Q2 2022
Added 38.92%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
13,975
shares
|
$1.92 Million
0.22% of portfolio
|
Q4 2023
Reduced 39.7%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
13,941
shares
|
$1.91 Million
0.07% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,894
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
13,822
shares
|
$1.9 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
13,817
shares
|
$1.9 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
13,799
shares
|
$1.89 Million
0.37% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
13,796
shares
|
$1.89 Million
0.64% of portfolio
|
Q4 2024
Added 1.11%
|