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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,031
shares
|
$277,617
0.09% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
2,030
shares
|
$277,480
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,026
shares
|
$276,933
0.01% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,018
shares
|
$275,840
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
2,007
shares
|
$274,336
0.12% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,006
shares
|
$274,200
0.03% of portfolio
|
Q2 2024
Added 12.7%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,005
shares
|
$274,063
0.29% of portfolio
|
Q2 2022
Reduced 19.96%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,005
shares
|
$274,063
0.02% of portfolio
|
Q1 2022
Reduced 3.09%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
2,004
shares
|
$273,926
0.05% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,001
shares
|
$273,516
0.13% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$273,380
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
2,000
shares
|
$273,380
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
1,985
shares
|
$271,329
0.18% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,980
shares
|
$270,646
0.23% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
1,978
shares
|
$270,372
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
1,975
shares
|
$269,962
0.03% of portfolio
|
Q4 2021
Reduced 7.06%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,971
shares
|
$269,415
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,970
shares
|
$269,279
0.04% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,968
shares
|
$269,005
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
1,966
shares
|
$268,732
0.01% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$268,595
0.04% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
1,965
shares
|
$268,595
0.09% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,964
shares
|
$268,459
0.02% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
1,961
shares
|
$268,049
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
1,960
shares
|
$267,912
0.02% of portfolio
|
Q4 2024
New holding
|