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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
13,057
shares
|
$1.71 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,048
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
13,021
shares
|
$1.71 Million
0.35% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
13,002
shares
|
$1.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
12,984
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
12,899
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 350.38%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
12,839
shares
|
$1.68 Million
0.53% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
12,698
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
12,687
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
12,630
shares
|
$1.66 Million
0.11% of portfolio
|
Q2 2022
Reduced 1.94%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
12,618
shares
|
$1.65 Million
0.14% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,611
shares
|
$1.65 Million
0.68% of portfolio
|
Q1 2024
Reduced 26.75%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
12,605
shares
|
$1.65 Million
2.24% of portfolio
|
Q1 2025
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
12,567
shares
|
$1.65 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
12,503
shares
|
$1.64 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,412
shares
|
$1.63 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
12,397
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
12,395
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
12,389
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
12,294
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
12,199
shares
|
$1.6 Million
0.36% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
12,171
shares
|
$1.6 Million
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,142
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,994
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 54.78%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
11,922
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.47%
|