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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,977
shares
|
$816,996
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
5,915
shares
|
$808,521
0.01% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
5,884
shares
|
$804,283
0.05% of portfolio
|
Q1 2023
Added 125.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,866
shares
|
$801,823
0.29% of portfolio
|
Q3 2022
Added 9.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,804
shares
|
$793,348
0.03% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
5,795
shares
|
$792,118
0.03% of portfolio
|
Q3 2023
Reduced 20.56%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
5,788
shares
|
$791,161
0.1% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,705
shares
|
$779,816
0.44% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
5,691
shares
|
$777,902
0.05% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,658
shares
|
$773,392
1.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
5,640
shares
|
$770,931
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
5,638
shares
|
$770,658
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
5,614
shares
|
$767,377
0.11% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
5,601
shares
|
$765,600
0.09% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
5,583
shares
|
$763,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
5,580
shares
|
$762,730
0.04% of portfolio
|
Q3 2022
Reduced 4.29%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
5,575
shares
|
$762,046
0.1% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,568
shares
|
$761,089
0.06% of portfolio
|
Q2 2024
Added 21.89%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,567
shares
|
$760,953
0.1% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
5,561
shares
|
$760,133
0.06% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,516
shares
|
$753,982
0.05% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,514
shares
|
$753,708
0.03% of portfolio
|
Q4 2024
Added 69.45%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,495
shares
|
$751,111
0.02% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
5,477
shares
|
$748,651
0.04% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
5,449
shares
|
$744,823
0.06% of portfolio
|
Q4 2024
Added 0.63%
|