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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
1,597
shares
|
$209,350
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$208,957
0.24% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
1,592
shares
|
$208,695
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
1,590
shares
|
$208,433
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
1,587
shares
|
$208,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
1,583
shares
|
$207,515
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
1,580
shares
|
$207,122
0.22% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,577
shares
|
$206,728
0.1% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
1,574
shares
|
$206,335
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
1,567
shares
|
$205,418
0.02% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
1,567
shares
|
$205,418
0.01% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,559
shares
|
$204,369
0.15% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
1,559
shares
|
$204,369
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
1,558
shares
|
$204,238
0.09% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,550
shares
|
$203,189
0.0% of portfolio
|
Q1 2025
Reduced 94.06%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,548
shares
|
$202,927
0.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,548
shares
|
$202,927
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,538
shares
|
$201,616
0.09% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,533
shares
|
$200,960
0.01% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
1,531
shares
|
$200,698
0.18% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
1,531
shares
|
$200,698
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
1,528
shares
|
$200,305
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
1,524
shares
|
$199,781
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
1,520
shares
|
$199,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,520
shares
|
$199,256
0.1% of portfolio
|
Q1 2025
New holding
|