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 |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
11,883
shares
|
$1.56 Million
0.34% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
11,864
shares
|
$1.56 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
11,852
shares
|
$1.55 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
11,825
shares
|
$1.55 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
11,781
shares
|
$1.54 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
11,717
shares
|
$1.54 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
11,675
shares
|
$1.53 Million
0.7% of portfolio
|
Q3 2023
Reduced 31.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,645
shares
|
$1.53 Million
0.14% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
11,504
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
11,487
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
11,478
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
11,403
shares
|
$1.49 Million
0.14% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
11,383
shares
|
$1.49 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
11,352
shares
|
$1.49 Million
0.25% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,343
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
11,298
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
11,292
shares
|
$1.48 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
11,258
shares
|
$1.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
11,234
shares
|
$1.47 Million
1.08% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
11,230
shares
|
$1.47 Million
1.18% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
11,165
shares
|
$1.46 Million
0.16% of portfolio
|
Q2 2022
Added 0.45%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
11,159
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,115
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
11,108
shares
|
$1.46 Million
0.41% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
11,075
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 3.98%
|