Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,386 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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
330
shares
|
$44,467
0.03% of portfolio
|
Q2 2022
Reduced 95.33%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
328
shares
|
$44,198
0.01% of portfolio
|
Q2 2024
Reduced 31.38%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
325
shares
|
$43,793
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
314
shares
|
$42,311
0.02% of portfolio
|
Q4 2023
Reduced 38.91%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
311
shares
|
$41,907
0.01% of portfolio
|
Q3 2024
Added 1455.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
311
shares
|
$41,907
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$40,425
0.01% of portfolio
|
Q3 2020
Reduced 73.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$40,425
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
300
shares
|
$40,425
0.01% of portfolio
|
Q2 2023
Reduced 91.47%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
300
shares
|
$40,425
0.02% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
298
shares
|
$40,155
0.03% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
297
shares
|
$40,020
0.02% of portfolio
|
Q4 2024
Reduced 49.32%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
292
shares
|
$39,347
0.0% of portfolio
|
Q4 2023
Added 2.46%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
289
shares
|
$38,942
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
279
shares
|
$37,595
0.02% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
270
shares
|
$36,382
0.02% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
263
shares
|
$35,439
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
255
shares
|
$34,361
0.02% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
252
shares
|
$33,957
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$33,687
0.0% of portfolio
|
Q1 2020
Reduced 69.51%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
250
shares
|
$33,687
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
249
shares
|
$33,552
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
246
shares
|
$33,148
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
245
shares
|
$33,013
0.02% of portfolio
|
Q3 2024
Reduced 54.71%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
238
shares
|
$32,070
0.01% of portfolio
|
Q2 2023
New holding
|