Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,445 institutions that hold shares in the stock, with a total of 70.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,291
shares
|
$304,107
0.17% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
2,291
shares
|
$304,107
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,285
shares
|
$303,310
0.3% of portfolio
|
Q4 2022
Reduced 11.61%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
2,275
shares
|
$301,983
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
2,268
shares
|
$301,054
0.01% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
2,260
shares
|
$299,992
0.02% of portfolio
|
Q4 2023
Reduced 11.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,253
shares
|
$299,063
0.02% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Hwg Holdings LP
Houston, TX |
Feb 26, 2025 Q4 2024 |
2,250
shares
|
$298,665
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,240
shares
|
$297,337
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,240
shares
|
$297,337
0.03% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,239
shares
|
$297,204
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
2,236
shares
|
$296,806
0.13% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
2,222
shares
|
$294,948
0.08% of portfolio
|
Q4 2023
Reduced 45.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,221
shares
|
$294,815
0.01% of portfolio
|
Q4 2024
Reduced 63.36%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,209
shares
|
$293,222
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,197
shares
|
$291,629
0.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,197
shares
|
$291,629
0.11% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
2,195
shares
|
$291,364
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,189
shares
|
$290,567
0.03% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
2,181
shares
|
$289,505
0.21% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,176
shares
|
$288,842
0.1% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,176
shares
|
$288,842
0.07% of portfolio
|
Q1 2023
Reduced 10.19%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,150
shares
|
$285,391
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,150
shares
|
$285,391
0.26% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
2,149
shares
|
$285,258
0.08% of portfolio
|
Q4 2024
Reduced 8.55%
|