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 |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
38,207
shares
|
$5.25 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,846
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2022
Added 9.88%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
36,825
shares
|
$5.06 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
36,680
shares
|
$5.04 Million
0.06% of portfolio
|
Q4 2024
Added 1294.68%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
36,628
shares
|
$5.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
36,603
shares
|
$5.03 Million
1.38% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
36,210
shares
|
$4.97 Million
1.0% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
36,137
shares
|
$4.96 Million
2.91% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
36,056
shares
|
$4.95 Million
0.69% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
35,893
shares
|
$4.93 Million
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
35,590
shares
|
$4.89 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
35,462
shares
|
$4.87 Million
1.32% of portfolio
|
Q4 2024
Added 29.72%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
35,305
shares
|
$4.85 Million
0.44% of portfolio
|
Q4 2024
Added 35.28%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
35,133
shares
|
$4.82 Million
0.05% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,086
shares
|
$4.82 Million
0.69% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
34,772
shares
|
$4.77 Million
0.02% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
34,579
shares
|
$4.75 Million
0.29% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,566
shares
|
$4.75 Million
0.45% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
33,882
shares
|
$4.65 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
33,354
shares
|
$4.58 Million
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
33,296
shares
|
$4.57 Million
0.18% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
33,248
shares
|
$4.57 Million
0.36% of portfolio
|
Q4 2024
Reduced 99.24%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
33,111
shares
|
$4.55 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
33,101
shares
|
$4.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
33,000
shares
|
$4.53 Million
0.3% of portfolio
|
Q2 2023
Reduced 0.48%
|