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 |
|---|---|---|---|---|---|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,600
shares
|
$219,696
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,597
shares
|
$219,284
0.1% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$218,872
0.24% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
1,592
shares
|
$218,597
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
1,591
shares
|
$218,460
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,590
shares
|
$218,322
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
1,577
shares
|
$216,537
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,571
shares
|
$215,714
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
1,568
shares
|
$215,302
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,567
shares
|
$215,164
0.02% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
1,557
shares
|
$213,791
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,547
shares
|
$212,418
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,547
shares
|
$212,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,547
shares
|
$212,418
0.06% of portfolio
|
Q4 2024
Reduced 44.49%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
1,543
shares
|
$211,869
0.16% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,543
shares
|
$211,869
0.03% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,540
shares
|
$211,457
0.02% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
1,535
shares
|
$210,770
0.08% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,533
shares
|
$210,496
0.01% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
1,531
shares
|
$210,221
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
1,524
shares
|
$209,260
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,507
shares
|
$206,926
0.06% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,500
shares
|
$205,965
0.12% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$205,965
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,445
shares
|
$198,412
0.17% of portfolio
|
Q4 2024
New holding
|