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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
8,289
shares
|
$1.13 Million
0.46% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
8,188
shares
|
$1.12 Million
0.12% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,151
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
8,145
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,136
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
8,118
shares
|
$1.11 Million
0.79% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
8,100
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,062
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
8,009
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
8,000
shares
|
$1.09 Million
0.38% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,957
shares
|
$1.09 Million
0.9% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
7,930
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,912
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2023
Reduced 6.63%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
7,901
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
7,895
shares
|
$1.08 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,893
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
7,858
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
7,806
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
7,802
shares
|
$1.07 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,761
shares
|
$1.06 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,749
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 53.99%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
7,730
shares
|
$1.06 Million
0.6% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
7,726
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 23.6%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
7,720
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,713
shares
|
$1.05 Million
0.25% of portfolio
|
Q4 2024
Added 1.18%
|