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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
396
shares
|
$51,911
0.0% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
396
shares
|
$51,911
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
389
shares
|
$50,994
0.01% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
383
shares
|
$50,207
0.01% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
376
shares
|
$49,289
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
371
shares
|
$48,634
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
367
shares
|
$48,110
0.05% of portfolio
|
Q1 2025
Added 39.54%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
366
shares
|
$47,978
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
365
shares
|
$47,847
0.01% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
360
shares
|
$47,192
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
355
shares
|
$46,536
0.02% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
355
shares
|
$46,536
0.03% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
350
shares
|
$45,881
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
350
shares
|
$45,881
0.01% of portfolio
|
Q3 2021
Reduced 41.67%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
348
shares
|
$45,619
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
342
shares
|
$44,832
0.04% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
333
shares
|
$43,652
0.02% of portfolio
|
Q2 2024
Reduced 82.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
330
shares
|
$43,259
0.03% of portfolio
|
Q2 2022
Reduced 95.33%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
325
shares
|
$42,604
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
323
shares
|
$42,342
0.0% of portfolio
|
Q1 2025
Reduced 92.55%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
313
shares
|
$41,031
0.03% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
311
shares
|
$40,768
0.01% of portfolio
|
Q3 2024
Added 1455.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
311
shares
|
$40,768
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
306
shares
|
$40,113
0.03% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
305
shares
|
$39,982
0.01% of portfolio
|
Q1 2025
Reduced 22.39%
|