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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
12,327
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
12,262
shares
|
$1.68 Million
0.18% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
12,250
shares
|
$1.67 Million
0.51% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
12,212
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,998
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 22.28%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
11,960
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
11,895
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 138.76%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,889
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
11,882
shares
|
$1.62 Million
1.3% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
11,851
shares
|
$1.62 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
11,817
shares
|
$1.62 Million
0.12% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
11,808
shares
|
$1.61 Million
0.19% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
11,781
shares
|
$1.61 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,758
shares
|
$1.61 Million
0.19% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
11,675
shares
|
$1.6 Million
0.73% of portfolio
|
Q3 2023
Reduced 31.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,645
shares
|
$1.59 Million
0.14% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
11,639
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
11,624
shares
|
$1.59 Million
0.42% of portfolio
|
Q4 2020
Added 24.56%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
11,512
shares
|
$1.57 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
11,396
shares
|
$1.56 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
11,383
shares
|
$1.56 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
11,375
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
11,355
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.59%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
11,298
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
11,292
shares
|
$1.54 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.02%
|