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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
767
shares
|
$105,316
0.08% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
764
shares
|
$104,904
0.02% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
756
shares
|
$103,806
0.05% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
730
shares
|
$100,236
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
708
shares
|
$97,215
0.17% of portfolio
|
Q4 2024
Reduced 31.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
706
shares
|
$96,940
0.02% of portfolio
|
Q4 2024
Reduced 41.31%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
701
shares
|
$96,254
0.01% of portfolio
|
Q3 2023
Added 7.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
700
shares
|
$96,117
0.04% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
696
shares
|
$95,567
0.04% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
683
shares
|
$93,782
0.0% of portfolio
|
Q3 2024
Reduced 30.52%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
679
shares
|
$93,233
0.06% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
667
shares
|
$91,585
0.04% of portfolio
|
Q1 2023
Reduced 13.04%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
661
shares
|
$90,761
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
650
shares
|
$89,251
0.03% of portfolio
|
Q4 2024
Added 253.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
648
shares
|
$88,976
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
642
shares
|
$88,153
0.01% of portfolio
|
Q4 2024
Added 448.72%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
633
shares
|
$86,917
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
626
shares
|
$85,956
0.01% of portfolio
|
Q1 2023
Added 70.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
600
shares
|
$82,386
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
595
shares
|
$81,699
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
570
shares
|
$78,266
0.0% of portfolio
|
Q1 2024
Reduced 25.97%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
561
shares
|
$77,030
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
560
shares
|
$76,893
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
560
shares
|
$76,893
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
549
shares
|
$75,383
0.03% of portfolio
|
Q1 2023
Reduced 14.22%
|