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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
73,586
shares
|
$9.65 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
72,984
shares
|
$9.57 Million
0.2% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
72,973
shares
|
$9.57 Million
0.12% of portfolio
|
Q3 2024
Added 195.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
72,079
shares
|
$9.45 Million
0.12% of portfolio
|
Q1 2025
Added 30.86%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
71,628
shares
|
$9.39 Million
0.05% of portfolio
|
Q1 2025
Added 68.27%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
70,895
shares
|
$9.29 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
69,338
shares
|
$9.09 Million
2.39% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
67,296
shares
|
$8.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
66,516
shares
|
$8.72 Million
0.11% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
65,885
shares
|
$8.64 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
65,393
shares
|
$8.57 Million
0.93% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
64,585
shares
|
$8.47 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
64,466
shares
|
$8.45 Million
0.05% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
64,340
shares
|
$8.43 Million
3.2% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
64,007
shares
|
$8.39 Million
0.66% of portfolio
|
Q3 2022
Added 2.94%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
63,992
shares
|
$8.39 Million
1.54% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
63,809
shares
|
$8.36 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
62,772
shares
|
$8.23 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
61,892
shares
|
$8.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
61,502
shares
|
$8.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
61,484
shares
|
$8.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 72.61%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
61,074
shares
|
$8.01 Million
3.14% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
60,447
shares
|
$7.92 Million
0.07% of portfolio
|
Q1 2025
Added 72.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
60,437
shares
|
$7.92 Million
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
60,217
shares
|
$7.89 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.44%
|