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 |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
235
shares
|
$32,267
0.0% of portfolio
|
Q1 2024
Reduced 24.44%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
232
shares
|
$31,855
0.0% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
230
shares
|
$31,581
0.03% of portfolio
|
Q1 2022
Added 24.32%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
227
shares
|
$31,169
0.03% of portfolio
|
Q4 2024
Reduced 59.32%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
221
shares
|
$30,345
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
220
shares
|
$30,208
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
216
shares
|
$29,658
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
204
shares
|
$28,011
0.0% of portfolio
|
Q1 2024
Reduced 42.37%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
203
shares
|
$27,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
203
shares
|
$27,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$27,462
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$27,462
0.01% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
194
shares
|
$26,638
0.01% of portfolio
|
Q4 2024
Added 340.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
181
shares
|
$24,853
0.0% of portfolio
|
Q3 2022
Reduced 14.22%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
176
shares
|
$24,166
0.0% of portfolio
|
Q4 2024
Added 39.68%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
176
shares
|
$24,166
0.0% of portfolio
|
Q1 2023
Reduced 30.71%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
167
shares
|
$22,930
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
152
shares
|
$20,871
0.01% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
151
shares
|
$20,733
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150
shares
|
$20,596
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
150
shares
|
$20,596
0.0% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
150
shares
|
$20,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
148
shares
|
$20,321
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
147
shares
|
$20,184
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
144
shares
|
$19,772
0.0% of portfolio
|
Q2 2023
New holding
|