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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,522
shares
|
$344,732
0.05% of portfolio
|
Q4 2024
Added 34.29%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
2,516
shares
|
$343,912
0.04% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
2,513
shares
|
$343,501
0.09% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,508
shares
|
$342,818
0.05% of portfolio
|
Q4 2023
Reduced 13.81%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,500
shares
|
$341,725
0.07% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
2,500
shares
|
$341,725
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
2,499
shares
|
$341,588
0.04% of portfolio
|
Q2 2024
Added 4.17%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,498
shares
|
$341,451
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,487
shares
|
$339,948
0.08% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,476
shares
|
$338,444
0.19% of portfolio
|
Q2 2022
Reduced 23.15%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,471
shares
|
$337,760
0.06% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,466
shares
|
$337,077
0.02% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
2,465
shares
|
$336,940
0.11% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,453
shares
|
$335,300
0.01% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,451
shares
|
$335,027
0.25% of portfolio
|
Q4 2022
Added 3.86%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,445
shares
|
$334,207
0.06% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
2,439
shares
|
$333,386
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
2,438
shares
|
$333,250
0.08% of portfolio
|
Q4 2024
Added 28.45%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,438
shares
|
$333,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,430
shares
|
$332,156
0.04% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,423
shares
|
$331,199
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
2,422
shares
|
$331,063
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
2,416
shares
|
$330,243
0.06% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
2,411
shares
|
$329,559
0.19% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
2,403
shares
|
$328,466
0.03% of portfolio
|
Q4 2023
Reduced 2.63%
|