Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,363 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
8,903
shares
|
$1.2 Million
0.15% of portfolio
|
Q2 2024
Reduced 7.37%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
8,893
shares
|
$1.2 Million
0.48% of portfolio
|
Q1 2020
Reduced 1.17%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
8,891
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
8,891
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,882
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,863
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2022
Added 6.49%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
8,855
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,848
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
8,848
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,798
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,794
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,762
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,760
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 41.93%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
8,733
shares
|
$1.18 Million
0.13% of portfolio
|
Q1 2024
Added 11.05%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,718
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
8,706
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
8,698
shares
|
$1.17 Million
0.38% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,697
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,667
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 29.88%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,599
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,567
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,539
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,511
shares
|
$1.15 Million
0.12% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
8,505
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,492
shares
|
$1.14 Million
0.94% of portfolio
|
Q3 2024
Added 6.94%
|