Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,381 institutions that hold shares in the stock, with a total of 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
841
shares
|
$113,240
0.43% of portfolio
|
Q3 2022
Reduced 62.97%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
837
shares
|
$112,702
0.03% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
823
shares
|
$110,816
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
822
shares
|
$110,682
0.02% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
818
shares
|
$110,143
0.01% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
815
shares
|
$109,739
0.01% of portfolio
|
Q1 2024
Reduced 42.12%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
813
shares
|
$109,470
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
802
shares
|
$107,989
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
798
shares
|
$107,450
0.0% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
767
shares
|
$103,276
0.08% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
764
shares
|
$102,872
0.02% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
756
shares
|
$101,795
0.05% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
730
shares
|
$98,294
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
701
shares
|
$94,389
0.01% of portfolio
|
Q3 2023
Added 7.68%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
696
shares
|
$93,716
0.04% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
683
shares
|
$91,965
0.0% of portfolio
|
Q3 2024
Reduced 30.52%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
682
shares
|
$91,831
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
679
shares
|
$91,427
0.06% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
667
shares
|
$89,811
0.04% of portfolio
|
Q1 2023
Reduced 13.04%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
650
shares
|
$87,522
0.03% of portfolio
|
Q4 2024
Added 253.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
648
shares
|
$87,253
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
635
shares
|
$85,502
0.03% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
633
shares
|
$85,233
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
626
shares
|
$84,290
0.01% of portfolio
|
Q1 2023
Added 70.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
600
shares
|
$80,790
0.03% of portfolio
|
Q4 2024
New holding
|