Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,445 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
579
shares
|
$76,856
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
570
shares
|
$75,661
0.0% of portfolio
|
Q1 2024
Reduced 25.97%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
561
shares
|
$74,467
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
560
shares
|
$74,334
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
560
shares
|
$74,334
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
549
shares
|
$72,874
0.03% of portfolio
|
Q1 2023
Reduced 14.22%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
537
shares
|
$71,281
0.06% of portfolio
|
Q4 2023
Reduced 19.49%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
530
shares
|
$70,352
0.02% of portfolio
|
Q4 2022
Reduced 25.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
516
shares
|
$68,493
0.01% of portfolio
|
Q4 2024
Added 205.33%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
514
shares
|
$68,228
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
511
shares
|
$67,830
0.02% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
502
shares
|
$66,635
0.02% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$66,370
0.02% of portfolio
|
Q2 2023
Reduced 13.04%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$66,370
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
499
shares
|
$66,237
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
497
shares
|
$65,971
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
494
shares
|
$65,573
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
490
shares
|
$65,042
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
490
shares
|
$65,042
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
488
shares
|
$64,777
0.01% of portfolio
|
Q4 2024
Added 331.86%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
487
shares
|
$64,644
0.02% of portfolio
|
Q3 2023
Reduced 36.42%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
482
shares
|
$63,980
0.02% of portfolio
|
Q1 2021
Reduced 1.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
482
shares
|
$63,980
0.0% of portfolio
|
Q1 2024
Added 7.11%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
468
shares
|
$62,122
0.02% of portfolio
|
Q1 2024
Added 11.96%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
468
shares
|
$62,122
0.01% of portfolio
|
Q4 2024
Reduced 31.38%
|