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 |
|---|---|---|---|---|---|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
9,481
shares
|
$1.3 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
9,473
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
9,459
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
9,427
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
9,353
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
9,294
shares
|
$1.27 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
9,275
shares
|
$1.27 Million
0.22% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
9,242
shares
|
$1.26 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
9,224
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,121
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,121
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,106
shares
|
$1.24 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
9,070
shares
|
$1.24 Million
0.33% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
9,064
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
9,040
shares
|
$1.24 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,035
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,003
shares
|
$1.23 Million
0.12% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
8,969
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,930
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 60.41%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,915
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,914
shares
|
$1.22 Million
0.15% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
8,903
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2024
Reduced 7.37%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
8,893
shares
|
$1.22 Million
0.49% of portfolio
|
Q1 2020
Reduced 1.17%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
8,891
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
8,891
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.65%
|