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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,683
shares
|
$366,739
0.29% of portfolio
|
Q2 2024
Reduced 25.48%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,682
shares
|
$366,602
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,682
shares
|
$366,602
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,671
shares
|
$365,098
0.03% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
2,670
shares
|
$364,962
0.19% of portfolio
|
Q2 2023
Reduced 50.28%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
2,667
shares
|
$364,552
0.06% of portfolio
|
Q2 2024
Added 31.77%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,658
shares
|
$363,322
0.01% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
2,655
shares
|
$362,911
0.26% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
2,650
shares
|
$362,228
0.2% of portfolio
|
Q3 2020
Reduced 35.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,631
shares
|
$359,631
0.01% of portfolio
|
Q3 2022
Reduced 1.28%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
2,621
shares
|
$358,264
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
2,618
shares
|
$357,854
0.2% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
2,613
shares
|
$357,170
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
2,600
shares
|
$355,394
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
2,593
shares
|
$354,437
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,583
shares
|
$353,070
0.0% of portfolio
|
Q4 2024
Reduced 65.0%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
2,569
shares
|
$351,156
0.06% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
2,564
shares
|
$350,473
0.04% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
2,553
shares
|
$348,969
0.18% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
2,536
shares
|
$346,645
0.07% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,533
shares
|
$346,235
0.02% of portfolio
|
Q4 2024
Reduced 26.22%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,533
shares
|
$346,235
0.01% of portfolio
|
Q4 2023
Reduced 33.36%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,529
shares
|
$345,689
0.02% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,525
shares
|
$345,142
0.05% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,524
shares
|
$345,005
0.03% of portfolio
|
Q4 2024
Reduced 3.81%
|