Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,453 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
27,478
shares
|
$3.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
27,265
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
27,248
shares
|
$3.57 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
27,047
shares
|
$3.55 Million
0.04% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
26,920
shares
|
$3.53 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
26,265
shares
|
$3.44 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
26,056
shares
|
$3.42 Million
0.15% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
25,946
shares
|
$3.4 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
25,723
shares
|
$3.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
25,469
shares
|
$3.34 Million
0.21% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
25,018
shares
|
$3.28 Million
1.46% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
24,983
shares
|
$3.28 Million
0.29% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,960
shares
|
$3.27 Million
0.08% of portfolio
|
Q4 2022
Added 1.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
24,879
shares
|
$3.26 Million
0.22% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
24,871
shares
|
$3.26 Million
0.98% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
May 14, 2025 Q1 2025 |
24,856
shares
|
$3.26 Million
2.54% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,474
shares
|
$3.21 Million
1.84% of portfolio
|
Q2 2022
Added 2.33%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
24,196
shares
|
$3.17 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
23,994
shares
|
$3.15 Million
0.02% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
23,769
shares
|
$3.12 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
23,767
shares
|
$3.12 Million
1.12% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
23,599
shares
|
$3.09 Million
0.8% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
23,562
shares
|
$3.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
23,553
shares
|
$3.09 Million
0.24% of portfolio
|
Q3 2022
Added 42.56%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
23,440
shares
|
$3.07 Million
2.19% of portfolio
|
Q1 2025
Added 8.41%
|