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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,546
shares
|
$7.81 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
58,185
shares
|
$7.63 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
57,681
shares
|
$7.56 Million
1.19% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
57,162
shares
|
$7.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
56,326
shares
|
$7.38 Million
0.06% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
55,881
shares
|
$7.33 Million
3.22% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55,859
shares
|
$7.32 Million
1.91% of portfolio
|
Q2 2022
Added 43.29%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
55,719
shares
|
$7.3 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
55,693
shares
|
$7.3 Million
1.9% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
55,540
shares
|
$7.28 Million
3.65% of portfolio
|
Q1 2023
Reduced 36.48%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
53,600
shares
|
$7.03 Million
2.32% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
52,798
shares
|
$6.92 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,776
shares
|
$6.92 Million
0.16% of portfolio
|
Q3 2022
Added 48.25%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
52,629
shares
|
$6.9 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
52,282
shares
|
$6.85 Million
0.19% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
51,732
shares
|
$6.78 Million
0.25% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
51,124
shares
|
$6.7 Million
2.91% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
49,097
shares
|
$6.44 Million
0.13% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
48,965
shares
|
$6.42 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
48,910
shares
|
$6.41 Million
2.28% of portfolio
|
Q4 2020
New holding
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
48,418
shares
|
$6.35 Million
0.75% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
48,320
shares
|
$6.33 Million
0.39% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
47,680
shares
|
$6.25 Million
0.03% of portfolio
|
Q1 2025
Added 37.12%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
46,783
shares
|
$6.13 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
46,015
shares
|
$6.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 35.55%
|