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 |
|---|---|---|---|---|---|
|
Cairn Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
1,742
shares
|
$228,358
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
1,729
shares
|
$226,654
0.15% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
1,729
shares
|
$226,654
0.14% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
1,727
shares
|
$226,392
0.02% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,725
shares
|
$226,130
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
1,722
shares
|
$225,736
0.06% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
1,721
shares
|
$225,605
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,720
shares
|
$225,474
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,714
shares
|
$224,688
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,711
shares
|
$224,294
0.02% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
1,710
shares
|
$224,163
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
1,710
shares
|
$224,163
0.17% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,705
shares
|
$223,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
1,702
shares
|
$223,115
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,701
shares
|
$222,984
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,698
shares
|
$222,590
0.03% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,698
shares
|
$222,590
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
1,698
shares
|
$222,590
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,690
shares
|
$221,542
0.21% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,690
shares
|
$221,542
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,687
shares
|
$221,148
0.15% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
1,685
shares
|
$220,886
0.06% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
1,675
shares
|
$219,575
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
1,675
shares
|
$219,575
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
1,670
shares
|
$218,920
0.15% of portfolio
|
Q1 2025
Added 0.3%
|