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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
38,054
shares
|
$4.99 Million
1.42% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,846
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2022
Added 9.88%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
37,720
shares
|
$4.94 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
37,253
shares
|
$4.88 Million
0.29% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
36,849
shares
|
$4.83 Million
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
36,468
shares
|
$4.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
35,826
shares
|
$4.7 Million
0.02% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
35,752
shares
|
$4.69 Million
0.25% of portfolio
|
Q1 2025
Reduced 28.14%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
35,711
shares
|
$4.68 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
35,514
shares
|
$4.66 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
35,413
shares
|
$4.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
35,268
shares
|
$4.62 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
35,248
shares
|
$4.62 Million
0.08% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
35,046
shares
|
$4.59 Million
0.88% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,906
shares
|
$4.58 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
34,679
shares
|
$4.55 Million
0.35% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,566
shares
|
$4.53 Million
0.45% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
34,090
shares
|
$4.47 Million
1.09% of portfolio
|
Q1 2025
Added 96.73%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
33,920
shares
|
$4.45 Million
0.14% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
33,772
shares
|
$4.43 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
33,679
shares
|
$4.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
33,445
shares
|
$4.38 Million
2.59% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
33,277
shares
|
$4.36 Million
0.03% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
33,069
shares
|
$4.34 Million
0.2% of portfolio
|
Q1 2025
Reduced 29.3%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
32,990
shares
|
$4.32 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.03%
|