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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
1,971
shares
|
$267,701
0.06% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,966
shares
|
$267,022
0.0% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$266,886
0.04% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
1,965
shares
|
$266,886
0.1% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
1,961
shares
|
$266,343
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
1,946
shares
|
$264,305
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
1,944
shares
|
$264,034
0.09% of portfolio
|
Q1 2023
Reduced 11.68%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
1,937
shares
|
$263,083
0.22% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
1,935
shares
|
$262,811
0.12% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
1,934
shares
|
$262,675
0.1% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,932
shares
|
$262,404
0.08% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
1,925
shares
|
$261,453
0.16% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,924
shares
|
$261,317
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,915
shares
|
$260,095
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
1,914
shares
|
$259,959
0.18% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,900
shares
|
$258,058
0.06% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
1,900
shares
|
$258,058
0.05% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
1,900
shares
|
$258,058
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,898
shares
|
$257,786
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
1,897
shares
|
$257,650
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,890
shares
|
$256,699
0.02% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,889
shares
|
$256,563
0.05% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,874
shares
|
$254,526
0.02% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,871
shares
|
$254,119
0.13% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,870
shares
|
$253,983
0.02% of portfolio
|
Q3 2024
Reduced 5.98%
|