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 |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
45,929
shares
|
$6.02 Million
2.37% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,198
shares
|
$5.93 Million
0.21% of portfolio
|
Q3 2022
Added 2.31%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
44,812
shares
|
$5.87 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
44,150
shares
|
$5.79 Million
1.02% of portfolio
|
Q4 2023
Reduced 7.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
43,783
shares
|
$5.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
43,779
shares
|
$5.74 Million
0.81% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
43,557
shares
|
$5.71 Million
0.1% of portfolio
|
Q4 2022
Added 16.22%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
43,431
shares
|
$5.69 Million
0.19% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
42,864
shares
|
$5.62 Million
1.18% of portfolio
|
Q4 2022
Reduced 14.19%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
42,811
shares
|
$5.61 Million
0.51% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
42,684
shares
|
$5.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
41,548
shares
|
$5.45 Million
1.41% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
41,366
shares
|
$5.42 Million
0.03% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
41,242
shares
|
$5.41 Million
1.55% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
41,101
shares
|
$5.39 Million
1.81% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
40,430
shares
|
$5.3 Million
2.12% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
40,357
shares
|
$5.29 Million
0.08% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,171
shares
|
$5.27 Million
0.07% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
40,075
shares
|
$5.25 Million
0.29% of portfolio
|
Q1 2025
Added 56.63%
|
|
|
Myda Advisors LLC
Inwood, NY |
May 14, 2025 Q1 2025 |
40,000
shares
|
$5.24 Million
1.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
39,913
shares
|
$5.23 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
May 05, 2025 Q1 2025 |
38,710
shares
|
$5.07 Million
4.42% of portfolio
|
Q1 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
38,647
shares
|
$5.07 Million
0.45% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
38,577
shares
|
$5.06 Million
3.17% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
38,398
shares
|
$5.03 Million
0.4% of portfolio
|
Q1 2025
Reduced 11.86%
|