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 |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,805
shares
|
$623,208
0.08% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
4,760
shares
|
$617,372
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,755
shares
|
$616,723
0.03% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,748
shares
|
$615,815
0.03% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,728
shares
|
$613,221
0.37% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,724
shares
|
$612,702
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
4,659
shares
|
$604,272
0.19% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,652
shares
|
$603,364
0.0% of portfolio
|
Q3 2024
Reduced 90.41%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,640
shares
|
$601,808
0.04% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
4,629
shares
|
$600,381
0.22% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,614
shares
|
$598,435
0.05% of portfolio
|
Q3 2023
Reduced 8.45%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
4,565
shares
|
$592,080
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
4,545
shares
|
$589,486
0.97% of portfolio
|
Q4 2023
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
4,543
shares
|
$589,227
0.08% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
4,521
shares
|
$586,373
0.07% of portfolio
|
Q1 2024
Reduced 21.47%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
4,517
shares
|
$585,854
0.02% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
4,507
shares
|
$584,557
0.14% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
4,491
shares
|
$582,482
0.03% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,477
shares
|
$580,666
0.05% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
4,476
shares
|
$580,537
0.09% of portfolio
|
Q2 2024
Reduced 8.84%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,475
shares
|
$580,407
0.11% of portfolio
|
Q4 2022
Added 18.04%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,475
shares
|
$580,407
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,400
shares
|
$570,680
0.02% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
4,392
shares
|
$569,642
0.07% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
4,385
shares
|
$568,734
0.21% of portfolio
|
Q3 2024
Reduced 8.93%
|