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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,882
shares
|
$1.21 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,863
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2022
Added 6.49%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,848
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,823
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
8,769
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
8,754
shares
|
$1.2 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,718
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
8,698
shares
|
$1.19 Million
0.37% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
8,601
shares
|
$1.18 Million
0.57% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,599
shares
|
$1.18 Million
0.15% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
8,583
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
8,578
shares
|
$1.17 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,567
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
8,567
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,539
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
8,521
shares
|
$1.16 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,511
shares
|
$1.16 Million
0.12% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
8,504
shares
|
$1.16 Million
0.39% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,450
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
8,441
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,360
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,342
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
8,324
shares
|
$1.14 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,298
shares
|
$1.13 Million
0.18% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,297
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.27%
|