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 |
|---|---|---|---|---|---|
|
Edgewood Management LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
57,162
shares
|
$7.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55,859
shares
|
$7.67 Million
1.91% of portfolio
|
Q2 2022
Added 43.29%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
55,719
shares
|
$7.65 Million
1.39% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
55,540
shares
|
$7.63 Million
3.65% of portfolio
|
Q1 2023
Reduced 36.48%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
55,537
shares
|
$7.63 Million
2.71% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
55,081
shares
|
$7.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
53,960
shares
|
$7.41 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
52,910
shares
|
$7.27 Million
0.24% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
52,829
shares
|
$7.25 Million
0.35% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,776
shares
|
$7.25 Million
0.16% of portfolio
|
Q3 2022
Added 48.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
52,586
shares
|
$7.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
52,545
shares
|
$7.21 Million
0.07% of portfolio
|
Q4 2024
Added 61.77%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
49,901
shares
|
$6.85 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
49,000
shares
|
$6.73 Million
2.12% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
48,965
shares
|
$6.72 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
48,927
shares
|
$6.72 Million
0.18% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
48,910
shares
|
$6.72 Million
2.28% of portfolio
|
Q4 2020
New holding
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
48,819
shares
|
$6.7 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
48,727
shares
|
$6.69 Million
2.57% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
48,105
shares
|
$6.61 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
48,078
shares
|
$6.6 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
47,800
shares
|
$6.56 Million
0.22% of portfolio
|
Q4 2024
Reduced 30.38%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
47,310
shares
|
$6.5 Million
0.12% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
47,237
shares
|
$6.49 Million
0.05% of portfolio
|
Q4 2024
Added 1916.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
47,015
shares
|
$6.46 Million
0.29% of portfolio
|
Q4 2024
Added 49.74%
|