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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,040
shares
|
$557,924
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
4,040
shares
|
$557,924
0.04% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
4,014
shares
|
$554,333
0.04% of portfolio
|
Q2 2024
Added 49.39%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,988
shares
|
$550,742
0.11% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,965
shares
|
$547,566
0.11% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
3,960
shares
|
$546,876
0.1% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
3,950
shares
|
$545,495
0.38% of portfolio
|
Q1 2024
Reduced 7.54%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
3,941
shares
|
$544,252
0.33% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
3,926
shares
|
$542,180
0.04% of portfolio
|
Q2 2024
Reduced 70.11%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,917
shares
|
$540,937
0.08% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
3,910
shares
|
$539,971
0.02% of portfolio
|
Q4 2024
Added 44.28%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
3,873
shares
|
$534,861
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,859
shares
|
$532,927
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
3,843
shares
|
$530,718
0.23% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
3,842
shares
|
$530,580
0.14% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
3,825
shares
|
$528,232
0.13% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,819
shares
|
$527,403
0.17% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,817
shares
|
$527,127
0.02% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,808
shares
|
$525,884
0.1% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,805
shares
|
$525,470
0.17% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,788
shares
|
$523,122
0.08% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,775
shares
|
$521,327
0.09% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,774
shares
|
$521,189
0.09% of portfolio
|
Q4 2020
Added 2.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,764
shares
|
$519,808
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,745
shares
|
$517,184
0.05% of portfolio
|
Q4 2024
Added 0.83%
|