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 |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
5,042
shares
|
$638,367
0.17% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
5,041
shares
|
$638,241
0.26% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
5,039
shares
|
$637,987
0.23% of portfolio
|
Q1 2025
Reduced 17.92%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
5,011
shares
|
$634,442
0.32% of portfolio
|
Q1 2025
Added 1587.21%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$633,050
0.01% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
4,993
shares
|
$632,163
0.33% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
4,965
shares
|
$628,618
0.1% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,931
shares
|
$624,313
0.02% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,930
shares
|
$624,187
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,883
shares
|
$618,236
0.07% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,858
shares
|
$615,071
0.06% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,851
shares
|
$614,185
0.09% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,822
shares
|
$610,513
0.0% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
4,816
shares
|
$609,753
0.06% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,807
shares
|
$608,614
0.11% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
4,798
shares
|
$607,474
0.2% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,768
shares
|
$603,676
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,755
shares
|
$602,030
0.03% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
4,750
shares
|
$601,397
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
4,749
shares
|
$601,270
0.14% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,748
shares
|
$601,144
0.02% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,724
shares
|
$598,105
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
4,663
shares
|
$590,382
0.06% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
4,648
shares
|
$588,483
0.18% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,614
shares
|
$584,178
0.05% of portfolio
|
Q3 2023
Reduced 8.45%
|