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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
2,834
shares
|
$387,379
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2,829
shares
|
$386,696
0.02% of portfolio
|
Q4 2024
Reduced 43.53%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
2,810
shares
|
$384,098
0.03% of portfolio
|
Q2 2023
Added 11.07%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,805
shares
|
$383,415
0.2% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
2,802
shares
|
$383,005
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,800
shares
|
$382,732
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,797
shares
|
$382,321
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,794
shares
|
$381,911
0.08% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
2,790
shares
|
$381,365
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,786
shares
|
$380,818
0.08% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
2,772
shares
|
$378,904
0.02% of portfolio
|
Q3 2023
Reduced 20.8%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,764
shares
|
$377,811
0.01% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
2,762
shares
|
$377,537
0.05% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
2,760
shares
|
$377,264
0.04% of portfolio
|
Q4 2024
Added 45.42%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,755
shares
|
$376,580
0.05% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,755
shares
|
$376,580
0.04% of portfolio
|
Q1 2018
Reduced 44.5%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,738
shares
|
$374,257
0.08% of portfolio
|
Q4 2024
Added 63.66%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,734
shares
|
$373,710
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
2,722
shares
|
$372,070
0.08% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,719
shares
|
$371,660
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,715
shares
|
$371,113
0.05% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,714
shares
|
$370,976
0.11% of portfolio
|
Q1 2023
Added 26.9%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,713
shares
|
$370,839
0.02% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
2,693
shares
|
$368,106
0.06% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,690
shares
|
$367,696
0.0% of portfolio
|
Q2 2024
Added 0.37%
|