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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
2,260
shares
|
$308,919
0.02% of portfolio
|
Q4 2023
Reduced 11.13%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,259
shares
|
$308,782
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,253
shares
|
$307,962
0.02% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
2,250
shares
|
$307,552
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,240
shares
|
$306,185
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,240
shares
|
$306,185
0.03% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,239
shares
|
$306,048
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
2,236
shares
|
$305,638
0.13% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
2,222
shares
|
$303,725
0.08% of portfolio
|
Q4 2023
Reduced 45.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,221
shares
|
$303,588
0.01% of portfolio
|
Q4 2024
Reduced 63.36%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,209
shares
|
$301,948
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,197
shares
|
$300,307
0.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,197
shares
|
$300,307
0.11% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
2,195
shares
|
$300,034
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,189
shares
|
$299,214
0.03% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
2,181
shares
|
$298,120
0.21% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,176
shares
|
$297,437
0.1% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,176
shares
|
$297,437
0.07% of portfolio
|
Q1 2023
Reduced 10.19%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
2,171
shares
|
$296,753
0.01% of portfolio
|
Q3 2024
Reduced 26.16%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,150
shares
|
$293,883
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,150
shares
|
$293,883
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
|
$293,746
0.08% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,142
shares
|
$292,789
0.15% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 14, 2025 Q4 2024 |
2,134
shares
|
$291,696
0.13% of portfolio
|
Q1 2024
Reduced 16.9%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,131
shares
|
$291,286
0.04% of portfolio
|
Q2 2023
Reduced 2.29%
|