Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,381 institutions that hold shares in the stock, with a total of 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.99 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
20,448
shares
|
$2.75 Million
0.08% of portfolio
|
Q4 2024
Added 352.69%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,438
shares
|
$2.75 Million
0.12% of portfolio
|
Q3 2024
Added 107.2%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
20,287
shares
|
$2.73 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,251
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2024
Added 10.65%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
20,251
shares
|
$2.73 Million
1.89% of portfolio
|
Q3 2024
Added 7.41%
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
20,237
shares
|
$2.72 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
20,151
shares
|
$2.71 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
20,012
shares
|
$2.69 Million
13.03% of portfolio
|
Q4 2024
Added 14.54%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
19,836
shares
|
$2.67 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,815
shares
|
$2.67 Million
0.07% of portfolio
|
Q4 2024
Added 1.69%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
19,485
shares
|
$2.62 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
19,303
shares
|
$2.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
19,171
shares
|
$2.58 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
19,152
shares
|
$2.58 Million
1.19% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
19,136
shares
|
$2.58 Million
0.17% of portfolio
|
Q4 2024
Reduced 22.32%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
19,123
shares
|
$2.57 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
19,014
shares
|
$2.56 Million
7.49% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
19,000
shares
|
$2.56 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
18,860
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2024
Added 99.39%
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
18,842
shares
|
$2.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
18,674
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2024
Added 6.16%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
18,672
shares
|
$2.51 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
18,638
shares
|
$2.51 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,595
shares
|
$2.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
18,300
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|