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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,964
shares
|
$773,530
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,932
shares
|
$769,380
0.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
5,915
shares
|
$767,175
0.01% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,911
shares
|
$766,656
0.12% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,905
shares
|
$765,878
0.11% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
5,884
shares
|
$763,154
0.05% of portfolio
|
Q1 2023
Added 125.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,866
shares
|
$760,820
0.29% of portfolio
|
Q3 2022
Added 9.32%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,820
shares
|
$754,853
0.02% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
5,804
shares
|
$752,778
0.63% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
5,795
shares
|
$751,611
0.03% of portfolio
|
Q3 2023
Reduced 20.56%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,740
shares
|
$744,477
0.03% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,705
shares
|
$739,938
0.44% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
5,701
shares
|
$739,419
0.02% of portfolio
|
Q3 2024
Added 186.91%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
5,671
shares
|
$735,528
0.09% of portfolio
|
Q1 2024
Added 745.16%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,658
shares
|
$733,842
1.0% of portfolio
|
Q3 2022
Reduced 1.98%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
5,638
shares
|
$731,248
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,604
shares
|
$726,838
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
5,580
shares
|
$723,725
0.04% of portfolio
|
Q3 2022
Reduced 4.29%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,568
shares
|
$722,169
0.06% of portfolio
|
Q2 2024
Added 21.89%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,567
shares
|
$722,039
0.03% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
5,563
shares
|
$721,521
0.1% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,553
shares
|
$720,224
0.03% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
5,539
shares
|
$718,408
0.11% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
5,537
shares
|
$718,148
0.06% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
5,514
shares
|
$715,165
0.15% of portfolio
|
Q3 2024
Reduced 4.17%
|