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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
6,448
shares
|
$836,305
0.08% of portfolio
|
Q3 2024
Reduced 71.13%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,389
shares
|
$828,653
0.02% of portfolio
|
Q4 2023
Reduced 12.48%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
6,381
shares
|
$827,615
0.19% of portfolio
|
Q3 2023
Added 30.73%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
6,355
shares
|
$824,243
0.65% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
6,350
shares
|
$823,594
0.01% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
6,344
shares
|
$822,816
0.49% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
6,251
shares
|
$810,754
0.02% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
6,250
shares
|
$810,624
0.04% of portfolio
|
Q3 2017
Added 19.84%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
6,231
shares
|
$808,160
0.23% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
6,228
shares
|
$807,771
0.43% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
6,207
shares
|
$805,047
0.52% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
6,184
shares
|
$802,064
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,175
shares
|
$800,897
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
6,151
shares
|
$797,784
0.56% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
6,139
shares
|
$796,228
0.27% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,137
shares
|
$795,968
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
6,136
shares
|
$795,839
0.43% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
6,104
shares
|
$791,688
0.03% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
6,099
shares
|
$791,040
0.37% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
6,095
shares
|
$790,521
0.25% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
6,072
shares
|
$787,538
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,062
shares
|
$786,241
0.02% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
6,056
shares
|
$785,463
0.06% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
6,050
shares
|
$784,684
0.01% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
6,000
shares
|
$778,199
0.07% of portfolio
|
Q1 2023
Reduced 2.83%
|