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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
200
shares
|
$27,164
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$27,164
0.01% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
182
shares
|
$24,719
0.01% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
181
shares
|
$24,583
0.0% of portfolio
|
Q3 2022
Reduced 14.22%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
178
shares
|
$24,175
0.0% of portfolio
|
Q1 2025
Added 52.14%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
176
shares
|
$23,904
0.0% of portfolio
|
Q1 2023
Reduced 30.71%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
170
shares
|
$23,089
0.01% of portfolio
|
Q1 2025
Reduced 66.73%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
167
shares
|
$22,681
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
160
shares
|
$21,731
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150
shares
|
$20,373
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
148
shares
|
$20,101
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
144
shares
|
$19,558
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
140
shares
|
$19,014
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
131
shares
|
$17,792
0.0% of portfolio
|
Q2 2021
Reduced 43.29%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
127
shares
|
$17,249
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
123
shares
|
$16,705
0.0% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
122
shares
|
$16,570
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
121
shares
|
$16,434
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
115
shares
|
$15,619
0.01% of portfolio
|
Q2 2021
Reduced 99.12%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
112
shares
|
$15,211
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
110
shares
|
$14,940
0.0% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
110
shares
|
$14,940
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
108
shares
|
$14,668
0.01% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
102
shares
|
$13,853
0.0% of portfolio
|
Q3 2024
Added 104.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$13,582
0.01% of portfolio
|
Q1 2021
Reduced 50.0%
|