Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,449 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 $8.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
6,356
shares
|
$804,733
0.55% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
6,318
shares
|
$799,921
0.28% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
6,255
shares
|
$791,945
0.02% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
6,251
shares
|
$791,439
0.03% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
6,250
shares
|
$791,312
0.04% of portfolio
|
Q3 2017
Added 19.84%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,247
shares
|
$790,932
0.47% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
6,245
shares
|
$790,679
0.02% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
6,231
shares
|
$788,906
0.23% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,227
shares
|
$788,400
0.08% of portfolio
|
Q1 2025
Reduced 61.77%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,217
shares
|
$787,134
0.02% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
6,207
shares
|
$785,868
0.51% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
6,184
shares
|
$782,956
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
6,151
shares
|
$778,778
0.56% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
6,130
shares
|
$776,119
0.08% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
6,124
shares
|
$775,359
0.41% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
6,124
shares
|
$775,359
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
6,121
shares
|
$774,979
0.36% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
6,095
shares
|
$771,687
0.24% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
6,078
shares
|
$769,535
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,073
shares
|
$768,902
0.02% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,034
shares
|
$763,964
0.04% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,027
shares
|
$763,078
0.05% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,000
shares
|
$759,660
0.07% of portfolio
|
Q1 2023
Reduced 2.83%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,987
shares
|
$758,014
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
5,936
shares
|
$751,556
0.18% of portfolio
|
Q1 2025
Reduced 25.88%
|