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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,495
shares
|
$712,701
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
5,455
shares
|
$707,513
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,448
shares
|
$706,605
0.02% of portfolio
|
Q2 2024
Added 23.09%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
5,415
shares
|
$702,325
0.06% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
5,390
shares
|
$699,082
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,311
shares
|
$688,836
0.0% of portfolio
|
Q3 2024
Reduced 49.98%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
5,303
shares
|
$687,799
0.2% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
5,300
shares
|
$687,409
0.23% of portfolio
|
Q1 2020
Added 15.22%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
5,300
shares
|
$687,409
0.28% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
5,296
shares
|
$686,891
0.21% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
5,249
shares
|
$680,795
0.16% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,248
shares
|
$680,665
0.04% of portfolio
|
Q3 2024
Added 45.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,204
shares
|
$674,958
0.05% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
5,197
shares
|
$674,050
0.14% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
5,191
shares
|
$673,272
0.02% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$671,845
0.1% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
5,180
shares
|
$671,845
0.0% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
5,171
shares
|
$670,678
0.01% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
5,170
shares
|
$670,548
0.06% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
5,164
shares
|
$669,770
0.33% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,161
shares
|
$669,381
0.01% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
5,160
shares
|
$669,251
0.03% of portfolio
|
Q2 2022
Reduced 7.19%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,156
shares
|
$668,733
0.09% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
5,084
shares
|
$659,394
0.04% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,069
shares
|
$657,449
0.08% of portfolio
|
Q3 2024
Reduced 6.7%
|