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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
102
shares
|
$13,371
0.0% of portfolio
|
Q3 2024
Added 104.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$13,109
0.01% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
100
shares
|
$13,109
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
98
shares
|
$12,846
0.0% of portfolio
|
Q1 2025
Added 30.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
97
shares
|
$12,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
95
shares
|
$12,453
0.01% of portfolio
|
Q4 2024
Reduced 99.16%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
91
shares
|
$11,929
0.0% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
90
shares
|
$11,798
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
88
shares
|
$11,535
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
81
shares
|
$10,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
77
shares
|
$10,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
75
shares
|
$9,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
75
shares
|
$9,831
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
73
shares
|
$9,569
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
73
shares
|
$9,569
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67
shares
|
$8,783
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
62
shares
|
$8,127
0.0% of portfolio
|
Q1 2025
Added 121.43%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
61
shares
|
$7,996
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
60
shares
|
$7,865
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
55
shares
|
$7,209
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
53
shares
|
$6,947
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
52
shares
|
$6,816
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$6,292
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,112
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,112
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|