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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
999
shares
|
$130,958
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
929
shares
|
$121,782
0.02% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
899
shares
|
$117,849
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
894
shares
|
$117,194
0.02% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
890
shares
|
$116,670
0.05% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
882
shares
|
$115,621
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
877
shares
|
$114,965
0.06% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
868
shares
|
$113,786
0.04% of portfolio
|
Q4 2021
Added 92.89%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
841
shares
|
$110,246
0.43% of portfolio
|
Q3 2022
Reduced 62.97%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
837
shares
|
$109,722
0.03% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
823
shares
|
$107,887
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
818
shares
|
$107,231
0.11% of portfolio
|
Q1 2025
Added 84.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
815
shares
|
$106,838
0.0% of portfolio
|
Q1 2024
Reduced 42.12%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
802
shares
|
$105,134
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
790
shares
|
$103,561
0.08% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
764
shares
|
$100,152
0.02% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
756
shares
|
$99,104
0.05% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
741
shares
|
$97,137
0.01% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
730
shares
|
$95,695
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
708
shares
|
$92,811
0.16% of portfolio
|
Q1 2025
Reduced 62.99%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
708
shares
|
$92,811
0.12% of portfolio
|
Q4 2024
Reduced 31.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
701
shares
|
$91,894
0.01% of portfolio
|
Q3 2023
Added 7.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
700
shares
|
$91,763
0.04% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
683
shares
|
$89,534
0.0% of portfolio
|
Q3 2024
Reduced 30.52%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
679
shares
|
$89,010
0.06% of portfolio
|
Q1 2024
Added 0.3%
|