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 |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,685
shares
|
$503,702
0.18% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,670
shares
|
$501,652
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
3,640
shares
|
$497,551
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
3,630
shares
|
$496,184
0.16% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
3,630
shares
|
$496,184
0.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,625
shares
|
$495,501
0.23% of portfolio
|
Q1 2020
Added 9.02%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
3,622
shares
|
$495,091
0.25% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
3,615
shares
|
$494,134
0.16% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,605
shares
|
$492,767
0.04% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
3,600
shares
|
$492,084
0.03% of portfolio
|
Q1 2020
Reduced 1.64%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,593
shares
|
$491,127
0.18% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
3,590
shares
|
$490,717
0.19% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
3,585
shares
|
$490,033
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
3,540
shares
|
$483,882
0.16% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
3,529
shares
|
$482,379
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
3,523
shares
|
$481,558
0.06% of portfolio
|
Q2 2024
Added 7.21%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,506
shares
|
$479,235
0.08% of portfolio
|
Q4 2023
Reduced 10.58%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,505
shares
|
$479,098
0.04% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,503
shares
|
$478,825
0.07% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
3,500
shares
|
$478,415
0.12% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
3,499
shares
|
$478,278
0.51% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,494
shares
|
$477,594
0.11% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
3,493
shares
|
$477,458
0.18% of portfolio
|
Q4 2024
Added 69.89%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,492
shares
|
$477,321
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
3,476
shares
|
$475,134
0.03% of portfolio
|
Q4 2024
Reduced 30.14%
|