Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,360 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,992
shares
|
$1.92 Million
0.64% of portfolio
|
Q2 2022
Added 38.92%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
13,975
shares
|
$1.91 Million
0.21% of portfolio
|
Q4 2023
Reduced 39.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,894
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
13,866
shares
|
$1.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
13,846
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
13,793
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
13,786
shares
|
$1.89 Million
0.17% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
13,644
shares
|
$1.87 Million
0.64% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
13,623
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
13,594
shares
|
$1.86 Million
0.35% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
13,542
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,494
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,460
shares
|
$1.84 Million
0.1% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
13,396
shares
|
$1.83 Million
0.89% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,361
shares
|
$1.83 Million
0.33% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
13,345
shares
|
$1.83 Million
0.77% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,305
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
13,239
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,219
shares
|
$1.81 Million
0.8% of portfolio
|
Q2 2023
Reduced 42.98%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
13,118
shares
|
$1.8 Million
0.89% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,007
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Added 423.63%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
12,981
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
12,963
shares
|
$1.78 Million
0.21% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
12,669
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
12,630
shares
|
$1.73 Million
0.12% of portfolio
|
Q2 2022
Reduced 1.94%
|