Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,446 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 $8.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
6,978
shares
|
$883,484
0.36% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,960
shares
|
$881,205
0.02% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
6,960
shares
|
$881,205
0.19% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
6,953
shares
|
$880,319
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
6,833
shares
|
$865,126
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
6,807
shares
|
$861,834
0.14% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,784
shares
|
$858,922
0.09% of portfolio
|
Q2 2023
Added 1.77%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
6,752
shares
|
$854,870
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,712
shares
|
$849,806
0.0% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
6,678
shares
|
$845,501
0.07% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
6,663
shares
|
$843,602
0.41% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
6,655
shares
|
$842,589
0.02% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,624
shares
|
$838,664
0.03% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
6,601
shares
|
$835,752
0.01% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
6,586
shares
|
$833,853
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
6,550
shares
|
$829,295
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
6,496
shares
|
$822,458
0.47% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
6,464
shares
|
$818,407
0.01% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
6,461
shares
|
$818,027
0.25% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
6,453
shares
|
$817,014
0.43% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
6,449
shares
|
$816,507
0.29% of portfolio
|
Q3 2024
Added 163.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,426
shares
|
$813,595
0.1% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
6,423
shares
|
$813,216
0.21% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,389
shares
|
$808,911
0.02% of portfolio
|
Q4 2023
Reduced 12.48%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
6,381
shares
|
$807,898
0.18% of portfolio
|
Q3 2023
Added 30.73%
|