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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
74,015
shares
|
$10.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
73,937
shares
|
$10.2 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
72,973
shares
|
$10 Million
0.11% of portfolio
|
Q3 2024
Added 195.7%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
72,538
shares
|
$9.96 Million
0.18% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
72,254
shares
|
$9.92 Million
0.48% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
71,793
shares
|
$9.86 Million
0.99% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
71,475
shares
|
$9.81 Million
0.09% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
71,397
shares
|
$9.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
67,789
shares
|
$9.31 Million
0.13% of portfolio
|
Q4 2024
Added 76.87%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
66,445
shares
|
$9.12 Million
1.54% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
66,330
shares
|
$9.11 Million
0.11% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
66,155
shares
|
$9.08 Million
2.49% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
66,068
shares
|
$9.07 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
65,793
shares
|
$9.03 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
64,070
shares
|
$8.8 Million
0.07% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
64,007
shares
|
$8.79 Million
0.66% of portfolio
|
Q3 2022
Added 2.94%
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
63,800
shares
|
$8.76 Million
9.1% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
62,790
shares
|
$8.62 Million
0.73% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
62,426
shares
|
$8.57 Million
0.16% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
62,362
shares
|
$8.56 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
62,299
shares
|
$8.55 Million
3.25% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
61,753
shares
|
$8.48 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
60,075
shares
|
$8.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
59,893
shares
|
$8.22 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,546
shares
|
$8.18 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.48%
|