Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,445 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,057
shares
|
$698,371
0.08% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
5,051
shares
|
$697,543
0.16% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
5,044
shares
|
$696,576
0.14% of portfolio
|
Q1 2022
Reduced 2.29%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$690,500
0.01% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
4,993
shares
|
$689,533
0.32% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
4,965
shares
|
$685,666
0.1% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,942
shares
|
$682,490
0.1% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,931
shares
|
$680,971
0.02% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,930
shares
|
$680,833
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,883
shares
|
$674,342
0.07% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,858
shares
|
$670,889
0.06% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,851
shares
|
$669,923
0.09% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,822
shares
|
$665,918
0.0% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
4,816
shares
|
$665,089
0.06% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,816
shares
|
$665,089
0.05% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,807
shares
|
$663,846
0.11% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
4,798
shares
|
$662,603
0.2% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,768
shares
|
$658,460
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,755
shares
|
$656,665
0.03% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
4,750
shares
|
$655,975
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
4,749
shares
|
$655,836
0.14% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,748
shares
|
$655,698
0.02% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,724
shares
|
$652,384
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
4,663
shares
|
$643,960
0.06% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
4,652
shares
|
$642,441
0.17% of portfolio
|
Q4 2024
Reduced 0.15%
|