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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,012
shares
|
$411,710
0.1% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
3,005
shares
|
$410,753
0.14% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,000
shares
|
$410,070
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$410,070
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
2,960
shares
|
$404,602
0.09% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
2,960
shares
|
$404,602
0.02% of portfolio
|
Q4 2024
Added 51.02%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,958
shares
|
$404,329
0.14% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
2,925
shares
|
$399,818
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,923
shares
|
$399,544
0.06% of portfolio
|
Q1 2024
Reduced 51.19%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,913
shares
|
$398,177
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,910
shares
|
$397,767
0.16% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,908
shares
|
$397,494
0.05% of portfolio
|
Q4 2024
Added 61.38%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,905
shares
|
$397,084
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Af Advisors, Inc.
|
Feb 12, 2025 Q4 2024 |
2,898
shares
|
$396,127
0.05% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,882
shares
|
$393,940
0.23% of portfolio
|
Q1 2023
Added 0.8%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,881
shares
|
$393,803
0.01% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
2,870
shares
|
$392,300
0.19% of portfolio
|
Q1 2024
Added 9.33%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
2,864
shares
|
$391,480
0.23% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,864
shares
|
$391,480
0.0% of portfolio
|
Q4 2024
Added 29.83%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,862
shares
|
$391,206
0.04% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,845
shares
|
$388,883
0.03% of portfolio
|
Q2 2024
Reduced 29.91%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
2,841
shares
|
$388,336
0.17% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
2,839
shares
|
$388,062
0.1% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
2,839
shares
|
$388,062
0.15% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,836
shares
|
$387,652
0.12% of portfolio
|
Q3 2024
Reduced 7.29%
|