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 |
|---|---|---|---|---|---|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
1,685
shares
|
$231,367
0.05% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
1,680
shares
|
$230,680
0.05% of portfolio
|
Q4 2024
Added 740.0%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,678
shares
|
$230,406
0.03% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,675
shares
|
$229,994
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,675
shares
|
$229,994
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,674
shares
|
$229,856
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,665
shares
|
$228,621
0.15% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,662
shares
|
$228,209
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
1,658
shares
|
$227,659
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
1,650
shares
|
$226,561
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
1,647
shares
|
$226,149
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
1,645
shares
|
$225,874
0.05% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,643
shares
|
$225,600
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
1,638
shares
|
$224,913
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
1,636
shares
|
$224,639
0.16% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,633
shares
|
$224,227
0.02% of portfolio
|
Q4 2024
Reduced 37.05%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
1,632
shares
|
$224,089
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
1,630
shares
|
$223,815
0.09% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
1,629
shares
|
$223,677
0.06% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
1,625
shares
|
$223,128
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
1,624
shares
|
$222,991
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,612
shares
|
$221,343
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
1,604
shares
|
$220,245
0.11% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
1,601
shares
|
$219,833
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
1,600
shares
|
$219,696
0.08% of portfolio
|
Q3 2024
New holding
|