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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
202,190
shares
|
$26.5 Million
5.79% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
200,247
shares
|
$26.3 Million
0.05% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
197,356
shares
|
$25.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 48.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
196,494
shares
|
$25.8 Million
0.04% of portfolio
|
Q1 2025
Added 94.67%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
183,700
shares
|
$24.1 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
173,736
shares
|
$22.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
172,227
shares
|
$22.6 Million
4.88% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
162,902
shares
|
$21.4 Million
9.55% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
159,292
shares
|
$20.9 Million
8.88% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
158,940
shares
|
$20.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
158,085
shares
|
$20.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
157,103
shares
|
$20.6 Million
0.07% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
149,097
shares
|
$19.5 Million
0.01% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
147,744
shares
|
$19.4 Million
0.12% of portfolio
|
Q1 2025
Added 106.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
145,423
shares
|
$19.1 Million
1.01% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
144,412
shares
|
$18.9 Million
0.25% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
137,439
shares
|
$18 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
124,980
shares
|
$16.4 Million
0.64% of portfolio
|
Q1 2025
Added 188.66%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
124,230
shares
|
$16.3 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
123,300
shares
|
$16.2 Million
17.49% of portfolio
|
Q1 2025
Added 93.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
121,021
shares
|
$15.9 Million
0.18% of portfolio
|
Q1 2025
Added 45.34%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
120,487
shares
|
$15.8 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
116,506
shares
|
$15.3 Million
0.91% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
114,448
shares
|
$15 Million
3.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
114,167
shares
|
$15 Million
0.22% of portfolio
|
Q1 2025
Added 0.36%
|