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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,065
shares
|
$514,669
0.04% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,052
shares
|
$513,023
0.13% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,042
shares
|
$511,757
0.05% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,040
shares
|
$511,504
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
4,014
shares
|
$508,212
0.04% of portfolio
|
Q2 2024
Added 49.39%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
4,000
shares
|
$506,440
0.09% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,993
shares
|
$505,553
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
3,985
shares
|
$504,540
0.11% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
3,972
shares
|
$502,894
0.39% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
3,960
shares
|
$501,375
0.1% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
3,950
shares
|
$500,109
0.38% of portfolio
|
Q1 2024
Reduced 7.54%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
3,948
shares
|
$499,856
0.09% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
3,941
shares
|
$498,970
0.33% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
3,940
shares
|
$498,843
0.16% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,937
shares
|
$498,463
0.11% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
3,926
shares
|
$497,070
0.04% of portfolio
|
Q2 2024
Reduced 70.11%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,859
shares
|
$488,587
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
3,843
shares
|
$486,562
0.23% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
3,825
shares
|
$484,283
0.14% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,819
shares
|
$483,523
0.18% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,817
shares
|
$483,270
0.02% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,808
shares
|
$482,130
0.1% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,775
shares
|
$477,952
0.09% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,774
shares
|
$477,826
0.09% of portfolio
|
Q4 2020
Added 2.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,764
shares
|
$476,560
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|