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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
7,685
shares
|
$1.05 Million
0.45% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
7,682
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
7,681
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
7,635
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
7,588
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,548
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,543
shares
|
$1.03 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
7,506
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Added 61.77%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
7,448
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
7,441
shares
|
$1.02 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
7,429
shares
|
$1.02 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
7,384
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
7,368
shares
|
$1.01 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,355
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
7,342
shares
|
$1 Million
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
7,282
shares
|
$995,376
0.07% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,278
shares
|
$994,829
0.69% of portfolio
|
Q4 2024
Added 25.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,217
shares
|
$986,491
0.02% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
7,140
shares
|
$975,966
0.4% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
7,110
shares
|
$971,865
0.02% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,104
shares
|
$971,045
0.34% of portfolio
|
Q4 2022
Reduced 99.17%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
7,068
shares
|
$966,124
0.09% of portfolio
|
Q4 2024
Reduced 24.68%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
7,049
shares
|
$963,527
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,034
shares
|
$961,477
0.15% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,000
shares
|
$956,830
0.07% of portfolio
|
Q4 2020
Reduced 13.04%
|