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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
23,343
shares
|
$3.06 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
23,128
shares
|
$3.03 Million
0.14% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,065
shares
|
$3.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,002
shares
|
$3.02 Million
0.07% of portfolio
|
Q4 2023
Reduced 5.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,973
shares
|
$3.01 Million
0.21% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,972
shares
|
$3.01 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
22,968
shares
|
$3.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
22,666
shares
|
$2.97 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
22,610
shares
|
$2.96 Million
0.23% of portfolio
|
Q1 2025
Reduced 26.51%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
22,601
shares
|
$2.96 Million
0.07% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
22,321
shares
|
$2.93 Million
1.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
22,224
shares
|
$2.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
22,143
shares
|
$2.9 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
21,996
shares
|
$2.88 Million
1.13% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
21,868
shares
|
$2.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
21,828
shares
|
$2.86 Million
1.57% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
21,797
shares
|
$2.86 Million
0.76% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,660
shares
|
$2.84 Million
0.1% of portfolio
|
Q2 2020
Added 5.51%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
21,573
shares
|
$2.83 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
21,476
shares
|
$2.82 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
21,373
shares
|
$2.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
21,318
shares
|
$2.79 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
21,299
shares
|
$2.79 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
21,286
shares
|
$2.79 Million
0.02% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
21,250
shares
|
$2.79 Million
0.78% of portfolio
|
Q1 2025
Added 11.84%
|