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 |
|---|---|---|---|---|---|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
32,988
shares
|
$4.53 Million
3.16% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
32,672
shares
|
$4.49 Million
0.26% of portfolio
|
Q3 2023
Reduced 34.44%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
32,471
shares
|
$4.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
32,445
shares
|
$4.46 Million
0.67% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
32,263
shares
|
$4.43 Million
0.44% of portfolio
|
Q4 2024
Reduced 56.3%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
32,094
shares
|
$4.41 Million
2.39% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
31,658
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
31,224
shares
|
$4.29 Million
0.62% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
31,129
shares
|
$4.27 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
30,765
shares
|
$4.22 Million
0.3% of portfolio
|
Q4 2024
Added 38.58%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
30,650
shares
|
$4.21 Million
0.5% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
30,612
shares
|
$4.2 Million
0.16% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
30,543
shares
|
$4.19 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
30,312
shares
|
$4.16 Million
1.46% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
29,832
shares
|
$4.1 Million
0.02% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
29,825
shares
|
$4.1 Million
0.13% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
29,649
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
29,579
shares
|
$4.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
29,374
shares
|
$4.03 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
29,337
shares
|
$4.03 Million
2.2% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
28,963
shares
|
$3.98 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
28,699
shares
|
$3.94 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
28,601
shares
|
$3.93 Million
1.64% of portfolio
|
Q4 2024
Reduced 34.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
28,568
shares
|
$3.92 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,269
shares
|
$3.88 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.38%
|