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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
386,247
shares
|
$53 Million
0.11% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
385,747
shares
|
$53 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
384,003
shares
|
$52.7 Million
0.29% of portfolio
|
Q4 2024
Added 93.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
380,175
shares
|
$52.2 Million
0.12% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
378,997
shares
|
$52 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
353,502
shares
|
$48.5 Million
1.35% of portfolio
|
Q4 2023
Reduced 8.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
306,725
shares
|
$42.1 Million
0.04% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
301,485
shares
|
$41.4 Million
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
295,675
shares
|
$40.6 Million
1.07% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
291,319
shares
|
$40 Million
0.24% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
288,441
shares
|
$39.6 Million
0.01% of portfolio
|
Q4 2024
Added 588.39%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
288,110
shares
|
$39.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
283,301
shares
|
$38.9 Million
0.27% of portfolio
|
Q4 2024
Added 16.97%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
275,839
shares
|
$37.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
264,610
shares
|
$36.3 Million
6.62% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
263,006
shares
|
$36.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
247,295
shares
|
$34 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
246,049
shares
|
$33.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
245,473
shares
|
$33.7 Million
0.04% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
236,158
shares
|
$32.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.86%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
234,828
shares
|
$32.2 Million
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
233,853
shares
|
$32.1 Million
2.43% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
230,816
shares
|
$31.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
224,501
shares
|
$30.8 Million
0.62% of portfolio
|
Q4 2024
Reduced 26.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
219,389
shares
|
$30.1 Million
0.06% of portfolio
|
Q4 2024
Added 0.87%
|