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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
494
shares
|
$64,758
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
493
shares
|
$64,627
0.03% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
490
shares
|
$64,234
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
490
shares
|
$64,234
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
488
shares
|
$63,971
0.02% of portfolio
|
Q4 2024
Added 331.86%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
487
shares
|
$63,840
0.02% of portfolio
|
Q3 2023
Reduced 36.42%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
482
shares
|
$63,185
0.02% of portfolio
|
Q1 2021
Reduced 1.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
482
shares
|
$63,185
0.0% of portfolio
|
Q1 2024
Added 7.11%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
480
shares
|
$62,923
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
479
shares
|
$62,792
0.0% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
472
shares
|
$61,874
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
468
shares
|
$61,350
0.02% of portfolio
|
Q1 2024
Added 11.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
467
shares
|
$61,219
0.03% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
450
shares
|
$58,990
0.02% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
450
shares
|
$58,990
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
447
shares
|
$58,597
0.02% of portfolio
|
Q3 2021
Reduced 1.97%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
422
shares
|
$55,319
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
416
shares
|
$54,533
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
416
shares
|
$54,533
0.01% of portfolio
|
Q1 2024
Reduced 35.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
414
shares
|
$54,271
0.01% of portfolio
|
Q1 2025
Added 113.4%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
413
shares
|
$54,140
0.02% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
407
shares
|
$53,353
0.0% of portfolio
|
Q3 2024
Reduced 65.3%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
400
shares
|
$52,436
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
398
shares
|
$52,173
0.02% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
398
shares
|
$52,173
0.0% of portfolio
|
Q1 2025
Reduced 98.7%
|