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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,448
shares
|
$744,687
0.02% of portfolio
|
Q2 2024
Added 23.09%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
5,430
shares
|
$742,226
0.0% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
5,338
shares
|
$729,651
0.01% of portfolio
|
Q4 2024
Added 46.73%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,329
shares
|
$728,421
0.02% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
5,300
shares
|
$724,457
0.23% of portfolio
|
Q1 2020
Added 15.22%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
5,300
shares
|
$724,457
0.27% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
5,294
shares
|
$723,636
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,249
shares
|
$717,485
0.15% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,248
shares
|
$717,349
0.03% of portfolio
|
Q3 2024
Added 45.78%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,212
shares
|
$712,428
0.02% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
5,186
shares
|
$708,874
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,185
shares
|
$708,737
0.05% of portfolio
|
Q4 2024
Reduced 51.66%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
5,180
shares
|
$708,054
0.0% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,170
shares
|
$706,687
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
5,160
shares
|
$705,320
0.03% of portfolio
|
Q2 2022
Reduced 7.19%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,156
shares
|
$704,773
0.09% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,150
shares
|
$703,953
0.25% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
5,138
shares
|
$702,313
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
5,119
shares
|
$699,716
0.09% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
5,114
shares
|
$699,032
0.01% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
5,102
shares
|
$697,392
0.17% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
5,083
shares
|
$694,795
0.03% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,068
shares
|
$692,744
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,057
shares
|
$691,241
0.08% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
5,051
shares
|
$690,421
0.16% of portfolio
|
Q4 2024
Added 0.16%
|