Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,442 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
142
shares
|
$19,498
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
140
shares
|
$19,223
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
136
shares
|
$18,674
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
131
shares
|
$17,987
0.0% of portfolio
|
Q2 2021
Reduced 43.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
127
shares
|
$17,438
0.0% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
121
shares
|
$16,614
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
120
shares
|
$16,477
0.0% of portfolio
|
Q3 2024
Reduced 72.73%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
120
shares
|
$16,477
0.0% of portfolio
|
Q3 2024
Reduced 51.02%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
117
shares
|
$16,065
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
115
shares
|
$15,790
0.01% of portfolio
|
Q2 2021
Reduced 99.12%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
112
shares
|
$15,378
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
110
shares
|
$15,104
0.0% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
110
shares
|
$15,104
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
108
shares
|
$14,829
0.01% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
102
shares
|
$14,005
0.0% of portfolio
|
Q3 2024
Added 104.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
100
shares
|
$13,731
0.01% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
100
shares
|
$13,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
98
shares
|
$13,456
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
95
shares
|
$13,044
0.01% of portfolio
|
Q4 2024
Reduced 99.16%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
90
shares
|
$12,357
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
88
shares
|
$12,083
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
81
shares
|
$11,122
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
77
shares
|
$10,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
75
shares
|
$10,298
0.0% of portfolio
|
Q3 2023
Reduced 54.55%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
75
shares
|
$10,298
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|