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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,034
shares
|
$912,309
0.16% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,000
shares
|
$907,899
0.07% of portfolio
|
Q4 2020
Reduced 13.04%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
6,983
shares
|
$905,695
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
6,972
shares
|
$904,268
0.05% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
6,963
shares
|
$903,101
0.46% of portfolio
|
Q3 2024
Reduced 20.18%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,903
shares
|
$895,319
0.01% of portfolio
|
Q2 2024
Added 5.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,851
shares
|
$888,574
0.51% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,838
shares
|
$886,888
0.06% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
6,838
shares
|
$886,888
0.28% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
6,818
shares
|
$884,294
0.37% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,784
shares
|
$879,884
0.09% of portfolio
|
Q2 2023
Added 1.77%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
6,761
shares
|
$876,901
0.26% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
6,740
shares
|
$874,177
0.08% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
6,719
shares
|
$871,454
0.08% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,697
shares
|
$868,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,624
shares
|
$859,132
0.03% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
6,603
shares
|
$856,409
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,596
shares
|
$855,501
0.05% of portfolio
|
Q3 2024
Reduced 82.58%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
6,574
shares
|
$852,647
0.23% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
6,557
shares
|
$850,442
0.05% of portfolio
|
Q3 2024
Reduced 59.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,511
shares
|
$844,476
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
6,496
shares
|
$842,531
0.02% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
6,496
shares
|
$842,531
0.47% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,474
shares
|
$839,677
0.41% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
6,449
shares
|
$836,435
0.3% of portfolio
|
Q3 2024
Added 163.33%
|