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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
217,615
shares
|
$29.9 Million
5.78% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
214,014
shares
|
$29.4 Million
0.36% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
213,161
shares
|
$29.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
199,847
shares
|
$27.4 Million
7.53% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
174,164
shares
|
$23.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
173,581
shares
|
$23.8 Million
4.78% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
162,406
shares
|
$22.3 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
161,377
shares
|
$22.2 Million
3.72% of portfolio
|
Q4 2024
Added 1439.12%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
159,661
shares
|
$21.9 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
159,637
shares
|
$21.9 Million
0.07% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
156,559
shares
|
$21.5 Million
0.04% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
148,681
shares
|
$20.4 Million
0.04% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
148,558
shares
|
$20.4 Million
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
144,630
shares
|
$19.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
138,283
shares
|
$19 Million
0.26% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
135,195
shares
|
$18.6 Million
6.83% of portfolio
|
Q4 2024
Reduced 12.57%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
132,157
shares
|
$18.1 Million
0.1% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
129,542
shares
|
$17.8 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
126,066
shares
|
$17.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
122,565
shares
|
$16.8 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
113,758
shares
|
$15.6 Million
0.21% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
112,041
shares
|
$15.4 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
108,916
shares
|
$15 Million
2.91% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
103,610
shares
|
$14.2 Million
3.41% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
102,063
shares
|
$14 Million
1.45% of portfolio
|
Q4 2022
Reduced 0.06%
|