Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,442 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
2,842
shares
|
$377,247
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,836
shares
|
$376,450
0.12% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
2,834
shares
|
$376,185
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
2,829
shares
|
$375,521
0.26% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2,829
shares
|
$375,521
0.02% of portfolio
|
Q4 2024
Reduced 43.53%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
2,818
shares
|
$374,061
0.01% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
2,817
shares
|
$373,928
0.03% of portfolio
|
Q1 2025
Reduced 59.16%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
2,810
shares
|
$372,999
0.03% of portfolio
|
Q2 2023
Added 11.07%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,805
shares
|
$372,335
0.2% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
2,802
shares
|
$371,937
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,800
shares
|
$371,672
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,797
shares
|
$371,273
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,794
shares
|
$370,875
0.08% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,786
shares
|
$369,813
0.08% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
2,772
shares
|
$367,955
0.02% of portfolio
|
Q3 2023
Reduced 20.8%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
2,768
shares
|
$367,424
0.14% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
2,762
shares
|
$366,627
0.05% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,755
shares
|
$365,698
0.05% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,755
shares
|
$365,698
0.04% of portfolio
|
Q1 2018
Reduced 44.5%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,738
shares
|
$363,442
0.08% of portfolio
|
Q4 2024
Added 63.66%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
2,734
shares
|
$362,911
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
2,722
shares
|
$361,318
0.08% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,719
shares
|
$360,920
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,714
shares
|
$360,256
0.11% of portfolio
|
Q1 2023
Added 26.9%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,713
shares
|
$360,123
0.02% of portfolio
|
Q2 2024
Reduced 1.45%
|