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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
18,770
shares
|
$2.46 Million
0.09% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
18,712
shares
|
$2.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,701
shares
|
$2.45 Million
0.18% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
18,656
shares
|
$2.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
18,595
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
18,532
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
18,401
shares
|
$2.41 Million
0.96% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
18,348
shares
|
$2.41 Million
2.39% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
18,297
shares
|
$2.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,273
shares
|
$2.4 Million
0.45% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
18,133
shares
|
$2.38 Million
1.63% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
17,853
shares
|
$2.34 Million
0.34% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
17,718
shares
|
$2.32 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17,475
shares
|
$2.29 Million
0.22% of portfolio
|
Q2 2021
Reduced 1.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
17,431
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
17,358
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
17,314
shares
|
$2.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
17,151
shares
|
$2.25 Million
0.33% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,110
shares
|
$2.24 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
16,968
shares
|
$2.22 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
16,912
shares
|
$2.22 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
16,884
shares
|
$2.21 Million
1.83% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
16,815
shares
|
$2.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
16,702
shares
|
$2.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
16,700
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.74%
|