Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,445 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
9,595
shares
|
$1.27 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
9,574
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
9,571
shares
|
$1.27 Million
0.72% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
9,557
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 42.71%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,529
shares
|
$1.26 Million
0.23% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,494
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
9,481
shares
|
$1.26 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
9,473
shares
|
$1.26 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
9,427
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
9,392
shares
|
$1.25 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
9,253
shares
|
$1.23 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
9,242
shares
|
$1.23 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
9,224
shares
|
$1.22 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
9,132
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,121
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,121
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,106
shares
|
$1.21 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
9,070
shares
|
$1.2 Million
0.33% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
9,064
shares
|
$1.2 Million
0.22% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,035
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,003
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
8,969
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,930
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 60.41%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,915
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,914
shares
|
$1.18 Million
0.15% of portfolio
|
Q4 2024
Added 1.32%
|