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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,467
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
8,458
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,429
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 56.99%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
8,376
shares
|
$1.13 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,342
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
8,298
shares
|
$1.12 Million
0.19% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
8,289
shares
|
$1.12 Million
0.46% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,285
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,246
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
8,181
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2024
Added 7.04%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
8,145
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,132
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
8,100
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
8,079
shares
|
$1.09 Million
0.78% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,062
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,015
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
8,011
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
8,009
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
7,957
shares
|
$1.07 Million
1.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
7,941
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
7,930
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,912
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2023
Reduced 6.63%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,893
shares
|
$1.06 Million
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
7,845
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
7,763
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2024
Added 0.06%
|