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 |
|---|---|---|---|---|---|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,750
shares
|
$240,292
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
1,750
shares
|
$240,292
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
1,747
shares
|
$239,880
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,742
shares
|
$239,194
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
1,739
shares
|
$238,782
0.13% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
1,735
shares
|
$238,232
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,725
shares
|
$236,859
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
1,723
shares
|
$236,585
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
1,721
shares
|
$236,310
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
1,720
shares
|
$236,173
0.12% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,718
shares
|
$235,898
0.06% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,716
shares
|
$235,623
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,714
shares
|
$235,349
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,712
shares
|
$235,074
0.03% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,711
shares
|
$234,937
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,711
shares
|
$234,937
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
1,710
shares
|
$234,800
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,708
shares
|
$234,525
0.15% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
1,705
shares
|
$234,113
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
1,700
shares
|
$233,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,700
shares
|
$233,427
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
1,699
shares
|
$233,289
0.16% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,698
shares
|
$233,152
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
1,698
shares
|
$233,152
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,690
shares
|
$232,053
0.03% of portfolio
|
Q2 2024
New holding
|