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 $9.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
7,701
shares
|
$998,819
0.03% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
7,682
shares
|
$996,355
0.22% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
7,679
shares
|
$995,966
0.24% of portfolio
|
Q2 2024
Added 23.28%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
7,623
shares
|
$988,703
0.3% of portfolio
|
Q3 2024
Added 0.26%
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
7,588
shares
|
$984,163
0.02% of portfolio
|
Q3 2024
New holding
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
7,571
shares
|
$981,958
0.54% of portfolio
|
Q3 2024
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,548
shares
|
$978,975
0.01% of portfolio
|
Q4 2023
Added 2.11%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
7,548
shares
|
$978,975
0.01% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
7,486
shares
|
$970,934
0.07% of portfolio
|
Q3 2024
Added 1.34%
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,474
shares
|
$969,377
0.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
7,441
shares
|
$965,097
0.32% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
7,433
shares
|
$964,060
0.22% of portfolio
|
Q3 2024
Added 2.55%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
7,430
shares
|
$963,670
0.03% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
7,383
shares
|
$957,575
0.12% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
7,380
shares
|
$957,185
0.07% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,380
shares
|
$957,185
0.0% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
7,347
shares
|
$952,905
0.08% of portfolio
|
Q3 2024
Added 4.26%
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
7,334
shares
|
$951,219
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,104
shares
|
$921,388
0.34% of portfolio
|
Q4 2022
Reduced 99.17%
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
7,087
shares
|
$919,183
0.41% of portfolio
|
Q3 2024
Added 276.77%
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
7,067
shares
|
$916,589
0.44% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
7,063
shares
|
$916,071
0.13% of portfolio
|
Q2 2024
Reduced 26.22%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
7,056
shares
|
$915,163
0.14% of portfolio
|
Q3 2024
Added 0.2%
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
7,052
shares
|
$914,644
0.08% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
7,049
shares
|
$914,255
0.91% of portfolio
|
Q3 2024
New holding
|