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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,389
shares
|
$873,312
0.02% of portfolio
|
Q4 2023
Reduced 12.48%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
6,381
shares
|
$872,218
0.18% of portfolio
|
Q3 2023
Added 30.73%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
6,378
shares
|
$871,808
0.38% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
6,365
shares
|
$870,031
0.08% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
6,356
shares
|
$868,801
0.55% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
6,318
shares
|
$863,607
0.28% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
6,255
shares
|
$854,995
0.02% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
6,250
shares
|
$854,312
0.04% of portfolio
|
Q3 2017
Added 19.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
6,245
shares
|
$853,629
0.02% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
6,231
shares
|
$851,715
0.22% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,217
shares
|
$849,801
0.02% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
6,207
shares
|
$848,434
0.51% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
6,184
shares
|
$845,290
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
6,151
shares
|
$840,780
0.56% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
6,139
shares
|
$839,139
0.27% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
6,124
shares
|
$837,089
0.41% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
6,124
shares
|
$837,089
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
6,111
shares
|
$835,312
0.34% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
6,104
shares
|
$834,355
0.03% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
6,095
shares
|
$833,125
0.24% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
6,078
shares
|
$830,801
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,073
shares
|
$830,118
0.02% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,034
shares
|
$824,787
0.04% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,027
shares
|
$823,830
0.05% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,000
shares
|
$820,140
0.07% of portfolio
|
Q1 2023
Reduced 2.83%
|