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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,236
shares
|
$442,328
0.03% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,221
shares
|
$440,278
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
3,220
shares
|
$440,141
0.06% of portfolio
|
Q4 2024
Reduced 41.87%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,206
shares
|
$438,228
0.02% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,201
shares
|
$437,544
0.26% of portfolio
|
Q1 2023
Reduced 9.27%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,193
shares
|
$436,451
0.04% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
3,193
shares
|
$436,451
0.04% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
3,180
shares
|
$434,674
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
3,141
shares
|
$429,343
0.02% of portfolio
|
Q4 2024
Added 37.28%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,137
shares
|
$428,796
0.02% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
3,126
shares
|
$427,292
0.07% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
3,117
shares
|
$426,062
0.16% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,110
shares
|
$425,105
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
3,108
shares
|
$424,832
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
3,100
shares
|
$423,739
0.04% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
3,099
shares
|
$423,602
0.06% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
3,097
shares
|
$423,328
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,078
shares
|
$420,731
0.09% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
3,077
shares
|
$420,595
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,065
shares
|
$418,954
0.3% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
3,058
shares
|
$417,998
0.25% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
3,049
shares
|
$416,767
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,028
shares
|
$413,897
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
3,015
shares
|
$412,120
0.02% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,013
shares
|
$411,846
0.04% of portfolio
|
Q4 2024
Added 33.73%
|