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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
72
shares
|
$9,886
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67
shares
|
$9,199
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
61
shares
|
$8,375
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
54
shares
|
$7,414
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
54
shares
|
$7,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
53
shares
|
$7,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
52
shares
|
$7,140
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$6,590
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,355
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,355
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
28
shares
|
$3,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
25
shares
|
$3,432
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
25
shares
|
$3,432
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
25
shares
|
$3,432
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
24
shares
|
$3,295
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
18
shares
|
$2,471
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
16
shares
|
$2,196
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
15
shares
|
$2,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
13
shares
|
$1,785
0.17% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
10
shares
|
$1,373
0.0% of portfolio
|
Q4 2020
Reduced 65.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
10
shares
|
$1,373
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
9
shares
|
$1,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$823
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
5
shares
|
$686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
4
shares
|
$549
0.0% of portfolio
|
Q3 2024
New holding
|