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 |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
4,610
shares
|
$583,672
0.02% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,596
shares
|
$581,899
0.02% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
4,589
shares
|
$581,013
0.08% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,553
shares
|
$576,455
0.05% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
4,545
shares
|
$575,442
1.16% of portfolio
|
Q4 2023
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,509
shares
|
$570,884
0.05% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
4,507
shares
|
$570,631
0.13% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,500
shares
|
$569,745
0.04% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
4,481
shares
|
$567,339
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,475
shares
|
$566,579
0.11% of portfolio
|
Q4 2022
Added 18.04%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,475
shares
|
$566,579
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
4,469
shares
|
$565,820
0.11% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
4,460
shares
|
$564,680
0.3% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,456
shares
|
$564,174
0.08% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,453
shares
|
$563,794
0.02% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
4,453
shares
|
$563,794
0.19% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,432
shares
|
$561,135
0.07% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,407
shares
|
$557,970
0.07% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
4,396
shares
|
$556,577
0.24% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
4,392
shares
|
$556,071
0.07% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
4,385
shares
|
$555,184
0.18% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
4,363
shares
|
$552,399
0.09% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
4,358
shares
|
$551,766
0.09% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,351
shares
|
$550,880
0.09% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,348
shares
|
$550,500
0.01% of portfolio
|
Q4 2024
Reduced 50.86%
|