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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
15,767
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
New South Capital Management Inc
Memphis, TN |
Apr 28, 2025 Q1 2025 |
15,680
shares
|
$2.06 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15,676
shares
|
$2.05 Million
0.23% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
15,613
shares
|
$2.05 Million
0.67% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
15,568
shares
|
$2.04 Million
0.8% of portfolio
|
Q1 2025
Added 258.71%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
15,554
shares
|
$2.04 Million
0.05% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
15,527
shares
|
$2.04 Million
0.21% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
15,413
shares
|
$2.02 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
15,223
shares
|
$2 Million
0.21% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
15,215
shares
|
$1.99 Million
0.32% of portfolio
|
Q4 2024
Added 71.82%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
15,170
shares
|
$1.99 Million
1.46% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
15,166
shares
|
$1.99 Million
0.38% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
15,148
shares
|
$1.99 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
15,126
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,054
shares
|
$1.97 Million
0.32% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
15,052
shares
|
$1.97 Million
0.05% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,982
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2022
Added 1.46%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
14,892
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
14,781
shares
|
$1.94 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
14,780
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,601
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,488
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
14,369
shares
|
$1.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
14,312
shares
|
$1.88 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
14,261
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.03%
|