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 |
|---|---|---|---|---|---|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,121
shares
|
$289,919
0.1% of portfolio
|
Q2 2022
Added 3.06%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
2,116
shares
|
$289,236
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
2,115
shares
|
$289,099
0.08% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
2,113
shares
|
$288,825
0.14% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
2,104
shares
|
$287,595
0.13% of portfolio
|
Q4 2024
Reduced 18.86%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,100
shares
|
$287,049
0.09% of portfolio
|
Q4 2024
Reduced 90.4%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,093
shares
|
$286,092
0.02% of portfolio
|
Q1 2022
Reduced 8.68%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
2,090
shares
|
$285,682
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
2,087
shares
|
$285,272
0.01% of portfolio
|
Q2 2024
Reduced 46.83%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,086
shares
|
$285,135
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,082
shares
|
$284,588
0.01% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
2,082
shares
|
$284,588
0.0% of portfolio
|
Q4 2024
Added 301.16%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,081
shares
|
$284,451
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,078
shares
|
$284,041
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
2,072
shares
|
$283,221
0.11% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,053
shares
|
$280,624
0.06% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
2,050
shares
|
$280,214
0.0% of portfolio
|
Q3 2024
Reduced 64.93%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
2,050
shares
|
$280,214
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
2,047
shares
|
$279,804
0.01% of portfolio
|
Q3 2023
Added 2.2%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
2,041
shares
|
$278,984
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,040
shares
|
$278,847
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,040
shares
|
$278,847
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,039
shares
|
$278,710
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
2,038
shares
|
$278,574
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
2,037
shares
|
$278,437
0.14% of portfolio
|
Q4 2024
Reduced 17.36%
|