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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,044
shares
|
$654,206
0.14% of portfolio
|
Q1 2022
Reduced 2.29%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
5,043
shares
|
$654,077
0.17% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
5,036
shares
|
$653,169
0.08% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
5,015
shares
|
$650,445
0.11% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
5,012
shares
|
$650,056
0.26% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,003
shares
|
$648,889
0.03% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$648,500
0.01% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
4,976
shares
|
$645,387
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,942
shares
|
$640,977
0.1% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,931
shares
|
$639,550
0.02% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,930
shares
|
$639,421
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
4,922
shares
|
$638,383
0.12% of portfolio
|
Q3 2024
Added 18.12%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
4,916
shares
|
$637,605
0.18% of portfolio
|
Q3 2024
Reduced 37.77%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
4,903
shares
|
$635,919
0.16% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,892
shares
|
$634,492
0.02% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
4,885
shares
|
$633,584
0.15% of portfolio
|
Q3 2024
Reduced 48.39%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,876
shares
|
$632,417
0.04% of portfolio
|
Q3 2024
Reduced 28.1%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,858
shares
|
$630,082
0.01% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
4,851
shares
|
$629,174
0.09% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
4,844
shares
|
$628,266
0.11% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,824
shares
|
$625,672
0.07% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,822
shares
|
$625,413
0.0% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
4,819
shares
|
$625,024
0.09% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
4,816
shares
|
$624,635
0.06% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,816
shares
|
$624,635
0.05% of portfolio
|
Q3 2024
Reduced 3.97%
|