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 |
|---|---|---|---|---|---|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
11,234
shares
|
$1.54 Million
1.08% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
11,206
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
11,185
shares
|
$1.53 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
11,165
shares
|
$1.53 Million
0.16% of portfolio
|
Q2 2022
Added 0.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
11,121
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
11,109
shares
|
$1.52 Million
0.82% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
11,108
shares
|
$1.52 Million
0.48% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
11,107
shares
|
$1.52 Million
0.24% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
11,064
shares
|
$1.51 Million
0.13% of portfolio
|
Q4 2024
Added 43.33%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
11,059
shares
|
$1.51 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,042
shares
|
$1.51 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
11,007
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
10,973
shares
|
$1.5 Million
0.3% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
10,935
shares
|
$1.49 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,934
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
10,909
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
10,895
shares
|
$1.49 Million
0.36% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
10,751
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
10,670
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
10,651
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,565
shares
|
$1.44 Million
1.09% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,517
shares
|
$1.44 Million
0.29% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
10,427
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
10,412
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
10,400
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.04%
|