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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
1,870
shares
|
$255,610
0.05% of portfolio
|
Q4 2023
Reduced 11.79%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
1,870
shares
|
$255,610
0.06% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
1,868
shares
|
$255,336
0.1% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
1,865
shares
|
$254,926
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,861
shares
|
$254,380
0.01% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,859
shares
|
$254,106
0.16% of portfolio
|
Q4 2024
Reduced 29.02%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,856
shares
|
$253,696
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,849
shares
|
$252,739
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
1,849
shares
|
$252,739
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,840
shares
|
$251,509
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,834
shares
|
$250,689
0.04% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
1,820
shares
|
$248,775
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,819
shares
|
$248,639
0.15% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,811
shares
|
$247,545
0.03% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
1,811
shares
|
$247,545
0.1% of portfolio
|
Q4 2024
Reduced 69.29%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
1,810
shares
|
$247,408
0.21% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,790
shares
|
$244,675
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,789
shares
|
$244,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
1,780
shares
|
$243,308
0.01% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
1,773
shares
|
$242,351
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
1,769
shares
|
$241,804
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
1,768
shares
|
$241,667
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,766
shares
|
$241,394
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,766
shares
|
$241,394
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
1,763
shares
|
$240,984
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|