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 |
|---|---|---|---|---|---|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,338
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
10,273
shares
|
$1.4 Million
0.74% of portfolio
|
Q4 2019
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
10,238
shares
|
$1.4 Million
0.38% of portfolio
|
Q4 2024
Added 452.21%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
10,183
shares
|
$1.39 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
10,178
shares
|
$1.39 Million
0.56% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
10,122
shares
|
$1.38 Million
0.87% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
10,112
shares
|
$1.38 Million
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,105
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,092
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,071
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,054
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
9,953
shares
|
$1.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
9,871
shares
|
$1.35 Million
0.56% of portfolio
|
Q4 2024
Added 27.15%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
9,870
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
9,850
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
9,775
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,759
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 109.78%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
9,665
shares
|
$1.32 Million
0.29% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
9,658
shares
|
$1.32 Million
0.67% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,596
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
9,574
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
9,557
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 42.71%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
9,515
shares
|
$1.3 Million
0.81% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
9,497
shares
|
$1.3 Million
1.05% of portfolio
|
Q2 2024
Reduced 4.45%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,494
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Added 1.05%
|