Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,445 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,338
shares
|
$599,077
0.04% of portfolio
|
Q2 2022
Added 1243.03%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
4,310
shares
|
$595,211
0.0% of portfolio
|
Q4 2024
Reduced 28.76%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
4,294
shares
|
$593,001
0.19% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
4,291
shares
|
$592,587
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
4,280
shares
|
$591,068
0.01% of portfolio
|
Q3 2024
Reduced 35.59%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
4,273
shares
|
$590,101
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
4,264
shares
|
$588,858
0.06% of portfolio
|
Q1 2024
Added 24.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,260
shares
|
$588,306
0.04% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,245
shares
|
$586,234
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,234
shares
|
$584,715
0.01% of portfolio
|
Q4 2024
Reduced 25.73%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
4,233
shares
|
$584,577
0.38% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
4,227
shares
|
$583,748
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,222
shares
|
$583,058
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,206
shares
|
$580,848
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
4,199
shares
|
$579,881
0.03% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,180
shares
|
$577,258
0.16% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,177
shares
|
$576,843
0.0% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
4,169
shares
|
$575,738
0.17% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,115
shares
|
$568,281
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,103
shares
|
$566,624
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
4,095
shares
|
$565,519
0.23% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,094
shares
|
$565,381
0.05% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
4,078
shares
|
$563,171
0.16% of portfolio
|
Q4 2024
Reduced 89.38%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,052
shares
|
$559,581
0.13% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,042
shares
|
$558,200
0.05% of portfolio
|
Q4 2024
Added 18.88%
|