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 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
21,772
shares
|
$2.89 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,660
shares
|
$2.88 Million
0.1% of portfolio
|
Q2 2020
Added 5.51%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
21,621
shares
|
$2.87 Million
1.97% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
21,512
shares
|
$2.86 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
21,476
shares
|
$2.85 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
21,373
shares
|
$2.84 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
21,299
shares
|
$2.83 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
21,062
shares
|
$2.8 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,878
shares
|
$2.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
20,633
shares
|
$2.74 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
20,586
shares
|
$2.73 Million
1.04% of portfolio
|
Q4 2024
Added 54.26%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
20,448
shares
|
$2.71 Million
0.08% of portfolio
|
Q4 2024
Added 352.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
20,199
shares
|
$2.68 Million
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
20,151
shares
|
$2.67 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
20,112
shares
|
$2.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
20,012
shares
|
$2.66 Million
13.03% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
19,849
shares
|
$2.63 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
19,836
shares
|
$2.63 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,815
shares
|
$2.63 Million
0.07% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
19,782
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
19,734
shares
|
$2.62 Million
0.3% of portfolio
|
Q1 2025
Added 129.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
19,655
shares
|
$2.61 Million
0.04% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
19,488
shares
|
$2.59 Million
0.12% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Bouvel Investment Partners, LLC
|
Apr 17, 2025 Q1 2025 |
19,406
shares
|
$2.58 Million
1.13% of portfolio
|
Q1 2025
Reduced 26.03%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
19,375
shares
|
$2.57 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.69%
|