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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
313
shares
|
$42,978
0.03% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
311
shares
|
$42,703
0.01% of portfolio
|
Q3 2024
Added 1455.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
311
shares
|
$42,703
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
304
shares
|
$41,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
304
shares
|
$41,742
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
304
shares
|
$41,742
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$41,193
0.01% of portfolio
|
Q3 2020
Reduced 73.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$41,193
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
300
shares
|
$41,193
0.0% of portfolio
|
Q2 2023
Reduced 91.47%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$41,193
0.02% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
298
shares
|
$40,918
0.03% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
297
shares
|
$40,781
0.02% of portfolio
|
Q4 2024
Reduced 49.32%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
292
shares
|
$40,094
0.0% of portfolio
|
Q4 2023
Added 2.46%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
289
shares
|
$39,682
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
279
shares
|
$38,309
0.02% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
273
shares
|
$37,485
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
270
shares
|
$37,073
0.02% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
263
shares
|
$36,112
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
255
shares
|
$35,014
0.02% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
252
shares
|
$34,602
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$34,327
0.0% of portfolio
|
Q1 2020
Reduced 69.51%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
250
shares
|
$34,327
0.02% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
250
shares
|
$34,327
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
249
shares
|
$34,190
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
238
shares
|
$32,679
0.01% of portfolio
|
Q2 2023
New holding
|