Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,402 institutions that hold shares in the stock, with a total of 93.1 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
537
shares
|
$72,017
0.06% of portfolio
|
Q4 2023
Reduced 19.49%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
530
shares
|
$71,078
0.02% of portfolio
|
Q4 2022
Reduced 25.35%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
519
shares
|
$69,603
0.0% of portfolio
|
Q3 2024
Added 44.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
516
shares
|
$69,200
0.01% of portfolio
|
Q4 2024
Added 205.33%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
514
shares
|
$68,932
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
511
shares
|
$68,530
0.02% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
502
shares
|
$67,323
0.02% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$67,055
0.02% of portfolio
|
Q2 2023
Reduced 13.04%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
497
shares
|
$66,652
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
494
shares
|
$66,250
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
490
shares
|
$65,713
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
490
shares
|
$65,713
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
488
shares
|
$65,445
0.01% of portfolio
|
Q4 2024
Added 331.86%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
487
shares
|
$65,311
0.02% of portfolio
|
Q3 2023
Reduced 36.42%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
482
shares
|
$64,641
0.02% of portfolio
|
Q1 2021
Reduced 1.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
482
shares
|
$64,641
0.0% of portfolio
|
Q1 2024
Added 7.11%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
468
shares
|
$62,763
0.02% of portfolio
|
Q1 2024
Added 11.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
464
shares
|
$62,227
0.03% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
450
shares
|
$60,349
0.02% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
450
shares
|
$60,349
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
447
shares
|
$59,947
0.02% of portfolio
|
Q3 2021
Reduced 1.97%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
444
shares
|
$59,544
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
434
shares
|
$58,203
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
416
shares
|
$55,789
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
416
shares
|
$55,789
0.01% of portfolio
|
Q1 2024
Reduced 35.5%
|