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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
101,504
shares
|
$13.9 Million
0.09% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
100,939
shares
|
$13.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
98,157
shares
|
$13.5 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
97,048
shares
|
$13.3 Million
0.26% of portfolio
|
Q4 2024
Added 41.92%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
97,033
shares
|
$13.3 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
95,018
shares
|
$13 Million
0.14% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
94,753
shares
|
$13 Million
0.12% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
92,915
shares
|
$12.8 Million
5.82% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
92,644
shares
|
$12.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,715
shares
|
$12.3 Million
2.58% of portfolio
|
Q4 2022
Added 5.77%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
89,187
shares
|
$12.2 Million
0.09% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
88,898
shares
|
$12.2 Million
2.42% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
88,356
shares
|
$12.1 Million
0.05% of portfolio
|
Q4 2024
Added 30.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
87,490
shares
|
$12 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
86,603
shares
|
$11.9 Million
0.27% of portfolio
|
Q4 2024
Added 37.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
86,020
shares
|
$11.8 Million
0.1% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
85,419
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Added 304.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
83,269
shares
|
$11.4 Million
0.14% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
81,895
shares
|
$11.2 Million
0.06% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Myda Advisors LLC
Inwood, NY |
Feb 13, 2025 Q4 2024 |
80,000
shares
|
$11 Million
2.88% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
79,851
shares
|
$11 Million
1.36% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
79,634
shares
|
$10.9 Million
0.74% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
78,947
shares
|
$10.8 Million
0.05% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
77,463
shares
|
$10.6 Million
0.06% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
76,474
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2023
New holding
|