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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,094
shares
|
$150,217
0.04% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,093
shares
|
$150,079
0.08% of portfolio
|
Q4 2023
Reduced 34.94%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,084
shares
|
$148,844
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,066
shares
|
$146,372
0.01% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,048
shares
|
$143,900
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,038
shares
|
$142,527
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,035
shares
|
$142,115
0.0% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,015
shares
|
$139,369
0.05% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,015
shares
|
$139,369
0.05% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
1,010
shares
|
$138,683
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,000
shares
|
$137,310
0.07% of portfolio
|
Q4 2023
Reduced 55.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
999
shares
|
$137,172
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
899
shares
|
$123,441
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
890
shares
|
$122,205
0.05% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
882
shares
|
$121,107
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
868
shares
|
$119,185
0.04% of portfolio
|
Q4 2021
Added 92.89%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
841
shares
|
$115,477
0.43% of portfolio
|
Q3 2022
Reduced 62.97%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
840
shares
|
$115,340
0.01% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
837
shares
|
$114,928
0.03% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
823
shares
|
$113,006
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
822
shares
|
$112,868
0.02% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
818
shares
|
$112,319
0.01% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
815
shares
|
$111,907
0.01% of portfolio
|
Q1 2024
Reduced 42.12%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
802
shares
|
$110,122
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
798
shares
|
$109,573
0.0% of portfolio
|
Q3 2024
Added 10.07%
|