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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,726
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Added 98.12%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
10,725
shares
|
$1.43 Million
0.27% of portfolio
|
Q3 2024
Added 94.65%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
10,688
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,656
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,655
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,565
shares
|
$1.41 Million
1.2% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
10,515
shares
|
$1.41 Million
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,485
shares
|
$1.4 Million
0.24% of portfolio
|
Q3 2024
Added 370.18%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
10,465
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
10,450
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,338
shares
|
$1.38 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
10,273
shares
|
$1.37 Million
0.87% of portfolio
|
Q4 2019
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
10,240
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
10,232
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
10,187
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
10,178
shares
|
$1.36 Million
0.59% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,168
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,109
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
10,088
shares
|
$1.35 Million
0.92% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
9,996
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
9,972
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2024
Added 17.64%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
9,953
shares
|
$1.33 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
9,844
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,812
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,636
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 17.51%
|