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 |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
422
shares
|
$57,944
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
416
shares
|
$57,120
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
416
shares
|
$57,120
0.01% of portfolio
|
Q1 2024
Reduced 35.5%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
411
shares
|
$56,434
0.01% of portfolio
|
Q4 2024
Added 10175.0%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
407
shares
|
$55,885
0.0% of portfolio
|
Q3 2024
Reduced 65.3%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
396
shares
|
$54,374
0.0% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
396
shares
|
$54,374
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
394
shares
|
$54,100
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
393
shares
|
$53,962
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
383
shares
|
$52,589
0.01% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
375
shares
|
$51,491
0.04% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
371
shares
|
$50,942
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
366
shares
|
$50,255
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
360
shares
|
$49,431
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
356
shares
|
$48,882
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
350
shares
|
$48,058
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
350
shares
|
$48,058
0.01% of portfolio
|
Q3 2021
Reduced 41.67%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
348
shares
|
$47,783
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
348
shares
|
$47,783
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
340
shares
|
$46,685
0.02% of portfolio
|
Q3 2024
Added 81.82%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
333
shares
|
$45,724
0.02% of portfolio
|
Q2 2024
Reduced 82.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
330
shares
|
$45,312
0.03% of portfolio
|
Q2 2022
Reduced 95.33%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
328
shares
|
$45,037
0.01% of portfolio
|
Q2 2024
Reduced 31.38%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
325
shares
|
$44,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
314
shares
|
$43,115
0.02% of portfolio
|
Q4 2023
Reduced 38.91%
|