Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,359 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 $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
385,626
shares
|
$53.6 Million
0.12% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
380,175
shares
|
$52.8 Million
0.12% of portfolio
|
Q3 2023
Reduced 39.42%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
353,502
shares
|
$49.1 Million
1.35% of portfolio
|
Q4 2023
Reduced 8.96%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
303,443
shares
|
$42.2 Million
0.98% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
301,337
shares
|
$41.9 Million
0.06% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
299,083
shares
|
$41.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
296,342
shares
|
$41.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
293,853
shares
|
$40.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
290,285
shares
|
$40.3 Million
0.24% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
282,711
shares
|
$39.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
277,022
shares
|
$38.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
249,831
shares
|
$34.7 Million
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
248,395
shares
|
$34.5 Million
0.16% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
242,194
shares
|
$33.7 Million
0.24% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
236,158
shares
|
$32.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
235,459
shares
|
$32.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
232,581
shares
|
$32.3 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
229,830
shares
|
$31.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
224,564
shares
|
$31.2 Million
6.04% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
217,492
shares
|
$30.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
213,945
shares
|
$29.7 Million
0.31% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
213,703
shares
|
$29.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
210,953
shares
|
$29.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
197,948
shares
|
$27.5 Million
0.17% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
185,766
shares
|
$25.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.39%
|