Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,454 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
2,159
shares
|
$293,235
0.21% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,156
shares
|
$292,827
0.02% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
2,152
shares
|
$292,284
0.03% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,142
shares
|
$290,926
0.16% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Hoffman, Alan N Investment Management
|
Apr 08, 2025 Q1 2025 |
2,134
shares
|
$289,839
0.15% of portfolio
|
Q1 2024
Reduced 16.9%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
2,132
shares
|
$289,568
0.1% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,131
shares
|
$289,432
0.04% of portfolio
|
Q2 2023
Reduced 2.29%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,128
shares
|
$289,024
0.0% of portfolio
|
Q1 2025
Reduced 60.13%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,121
shares
|
$288,074
0.1% of portfolio
|
Q2 2022
Added 3.06%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,118
shares
|
$287,666
0.02% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
2,116
shares
|
$287,395
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
2,113
shares
|
$286,987
0.15% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,110
shares
|
$286,580
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,110
shares
|
$286,580
0.05% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
2,100
shares
|
$285,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,093
shares
|
$284,271
0.02% of portfolio
|
Q1 2022
Reduced 8.68%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,090
shares
|
$283,863
0.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
2,087
shares
|
$283,456
0.01% of portfolio
|
Q2 2024
Reduced 46.83%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,086
shares
|
$283,320
0.14% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
2,082
shares
|
$282,777
0.01% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,079
shares
|
$282,369
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,078
shares
|
$282,233
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,064
shares
|
$280,332
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
2,057
shares
|
$279,381
0.0% of portfolio
|
Q1 2025
Reduced 95.65%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
2,057
shares
|
$279,381
0.2% of portfolio
|
Q2 2025
New holding
|