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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,457
shares
|
$472,537
0.2% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,457
shares
|
$472,537
0.19% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
3,446
shares
|
$471,033
0.02% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
3,433
shares
|
$469,256
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
3,432
shares
|
$469,120
0.24% of portfolio
|
Q3 2020
Reduced 5.45%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,425
shares
|
$468,163
0.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
3,410
shares
|
$466,112
0.04% of portfolio
|
Q4 2024
Added 41.49%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,396
shares
|
$464,199
0.09% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,390
shares
|
$463,379
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,390
shares
|
$463,379
0.19% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
3,358
shares
|
$459,005
0.12% of portfolio
|
Q4 2024
Reduced 31.69%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
3,350
shares
|
$457,911
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,343
shares
|
$456,954
0.02% of portfolio
|
Q4 2024
Added 29.12%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
3,321
shares
|
$453,947
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,312
shares
|
$452,717
0.08% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
3,305
shares
|
$451,760
0.01% of portfolio
|
Q4 2024
Added 82525.0%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,304
shares
|
$451,623
0.03% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
3,302
shares
|
$451,350
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,294
shares
|
$450,256
0.01% of portfolio
|
Q2 2024
Added 3331.25%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
3,290
shares
|
$449,710
0.1% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
3,275
shares
|
$447,659
0.37% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,262
shares
|
$445,882
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,261
shares
|
$445,746
0.03% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
3,251
shares
|
$444,379
0.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,250
shares
|
$444,242
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|