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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
46,783
shares
|
$6.42 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
46,776
shares
|
$6.42 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
45,280
shares
|
$6.22 Million
1.47% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,198
shares
|
$6.21 Million
0.21% of portfolio
|
Q3 2022
Added 2.31%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
44,150
shares
|
$6.06 Million
1.05% of portfolio
|
Q4 2023
Reduced 7.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
43,783
shares
|
$6.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
43,566
shares
|
$5.98 Million
0.43% of portfolio
|
Q4 2024
Added 48.38%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
43,557
shares
|
$5.98 Million
0.1% of portfolio
|
Q4 2022
Added 16.22%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
43,434
shares
|
$5.96 Million
0.01% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
43,297
shares
|
$5.95 Million
0.43% of portfolio
|
Q4 2024
Added 111.5%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
42,864
shares
|
$5.89 Million
1.22% of portfolio
|
Q4 2022
Reduced 14.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
42,567
shares
|
$5.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 37.92%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
42,252
shares
|
$5.8 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
42,168
shares
|
$5.79 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
41,694
shares
|
$5.73 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
41,668
shares
|
$5.72 Million
0.27% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
41,101
shares
|
$5.64 Million
1.81% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
40,803
shares
|
$5.6 Million
2.08% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
40,766
shares
|
$5.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
40,646
shares
|
$5.58 Million
0.02% of portfolio
|
Q4 2024
Added 16.33%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
39,965
shares
|
$5.49 Million
3.07% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
39,683
shares
|
$5.45 Million
0.08% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
39,606
shares
|
$5.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
38,710
shares
|
$5.32 Million
3.24% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
38,437
shares
|
$5.28 Million
0.17% of portfolio
|
Q4 2024
Added 122.03%
|