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 |
|---|---|---|---|---|---|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
1,662
shares
|
$217,871
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
1,652
shares
|
$216,560
0.06% of portfolio
|
Q1 2025
Reduced 25.65%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,651
shares
|
$216,429
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
1,650
shares
|
$216,298
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
1,650
shares
|
$216,298
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
1,647
shares
|
$215,905
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
1,645
shares
|
$215,643
0.03% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
1,643
shares
|
$215,380
0.1% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
1,638
shares
|
$214,725
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,633
shares
|
$214,069
0.02% of portfolio
|
Q4 2024
Reduced 37.05%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
1,632
shares
|
$213,938
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
1,628
shares
|
$213,414
0.03% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,627
shares
|
$213,283
0.26% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
1,618
shares
|
$212,103
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
1,611
shares
|
$211,185
0.06% of portfolio
|
Q1 2025
Reduced 52.03%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
1,610
shares
|
$211,054
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
1,605
shares
|
$210,399
0.12% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,604
shares
|
$210,268
0.06% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,602
shares
|
$210,006
0.02% of portfolio
|
Q1 2025
Reduced 44.91%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
1,601
shares
|
$209,875
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Carderock Capital Management Inc
|
May 27, 2025 Q1 2025 |
1,600
shares
|
$209,744
0.06% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,600
shares
|
$209,744
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
1,600
shares
|
$209,744
0.03% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,600
shares
|
$209,744
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,598
shares
|
$209,481
0.0% of portfolio
|
Q1 2025
Reduced 83.63%
|