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 |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
14,215
shares
|
$1.86 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
14,111
shares
|
$1.85 Million
3.77% of portfolio
|
Q1 2024
Reduced 17.71%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
14,072
shares
|
$1.84 Million
0.22% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
14,071
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 79.24%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,992
shares
|
$1.83 Million
0.64% of portfolio
|
Q2 2022
Added 38.92%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
13,975
shares
|
$1.83 Million
0.23% of portfolio
|
Q4 2023
Reduced 39.7%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
13,887
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
13,839
shares
|
$1.81 Million
1.76% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
13,831
shares
|
$1.81 Million
0.46% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,784
shares
|
$1.81 Million
0.16% of portfolio
|
Q1 2025
Added 105930.77%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
13,751
shares
|
$1.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
13,695
shares
|
$1.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,678
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
13,626
shares
|
$1.79 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
13,596
shares
|
$1.78 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,494
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,460
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,361
shares
|
$1.75 Million
0.33% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
13,314
shares
|
$1.75 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
13,248
shares
|
$1.74 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
13,233
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2025
Reduced 27.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,219
shares
|
$1.73 Million
0.8% of portfolio
|
Q2 2023
Reduced 42.98%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
13,205
shares
|
$1.73 Million
0.02% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,171
shares
|
$1.73 Million
1.09% of portfolio
|
Q1 2025
Reduced 27.71%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
13,168
shares
|
$1.73 Million
0.83% of portfolio
|
Q1 2025
Added 0.38%
|