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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
1,948
shares
|
$266,272
0.04% of portfolio
|
Q2 2023
Reduced 13.77%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
1,944
shares
|
$265,725
0.09% of portfolio
|
Q1 2023
Reduced 11.68%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
1,935
shares
|
$264,495
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
1,934
shares
|
$264,358
0.1% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
1,925
shares
|
$263,128
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,924
shares
|
$262,991
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
1,921
shares
|
$262,581
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,915
shares
|
$261,761
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
1,915
shares
|
$261,761
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,913
shares
|
$261,487
0.15% of portfolio
|
Q4 2024
Added 168.3%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
1,910
shares
|
$261,077
0.06% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,906
shares
|
$260,531
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
1,901
shares
|
$259,847
0.17% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
1,900
shares
|
$259,711
0.17% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
1,900
shares
|
$259,711
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
1,899
shares
|
$259,574
0.02% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
1,897
shares
|
$259,300
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,892
shares
|
$258,617
0.02% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,889
shares
|
$258,207
0.04% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,883
shares
|
$257,387
0.02% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
1,881
shares
|
$257,113
0.02% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,879
shares
|
$256,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,874
shares
|
$256,157
0.02% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,871
shares
|
$255,746
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,870
shares
|
$255,610
0.02% of portfolio
|
Q3 2024
Reduced 5.98%
|