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 $9.34 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,351
shares
|
$577,160
0.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
4,347
shares
|
$576,629
0.2% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,338
shares
|
$575,435
0.04% of portfolio
|
Q2 2022
Added 1243.03%
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,280
shares
|
$567,742
0.01% of portfolio
|
Q3 2024
Reduced 35.59%
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
4,264
shares
|
$565,619
0.06% of portfolio
|
Q1 2024
Added 24.13%
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
4,233
shares
|
$561,507
0.39% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,232
shares
|
$561,374
0.02% of portfolio
|
Q3 2024
Added 12.05%
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
4,214
shares
|
$558,987
0.17% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,206
shares
|
$557,925
0.37% of portfolio
|
Q3 2023
New holding
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
4,169
shares
|
$553,017
0.18% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
4,162
shares
|
$552,089
0.04% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
4,153
shares
|
$550,895
0.06% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,105
shares
|
$544,528
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,040
shares
|
$535,906
0.01% of portfolio
|
Q1 2024
Reduced 34.32%
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,038
shares
|
$535,640
0.18% of portfolio
|
Q1 2023
Reduced 11.0%
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,022
shares
|
$533,518
0.13% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,016
shares
|
$532,722
0.04% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,014
shares
|
$532,457
0.06% of portfolio
|
Q3 2024
Added 25.63%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,014
shares
|
$532,457
0.04% of portfolio
|
Q2 2024
Added 49.39%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
3,999
shares
|
$530,467
0.0% of portfolio
|
Q3 2024
Added 94.88%
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,998
shares
|
$530,334
0.16% of portfolio
|
Q2 2024
Added 0.2%
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,960
shares
|
$525,294
0.11% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,956
shares
|
$524,763
0.23% of portfolio
|
Q3 2024
Added 0.05%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
3,950
shares
|
$523,967
0.39% of portfolio
|
Q1 2024
Reduced 7.54%
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,926
shares
|
$520,783
0.04% of portfolio
|
Q2 2024
Reduced 70.11%
|