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 |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
3,925
shares
|
$509,072
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
3,925
shares
|
$509,072
0.15% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
3,912
shares
|
$507,386
0.35% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,900
shares
|
$505,829
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,859
shares
|
$500,512
0.02% of portfolio
|
Q2 2024
Added 15.09%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
3,848
shares
|
$499,085
0.1% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
3,847
shares
|
$498,955
0.09% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
3,825
shares
|
$496,102
0.14% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
3,811
shares
|
$494,286
0.24% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,783
shares
|
$490,655
0.23% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,775
shares
|
$489,617
0.09% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,774
shares
|
$489,487
0.09% of portfolio
|
Q4 2020
Added 2.68%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,769
shares
|
$488,839
0.11% of portfolio
|
Q3 2024
Added 1832.82%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,764
shares
|
$488,190
0.01% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,761
shares
|
$487,801
0.18% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
3,740
shares
|
$485,077
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
3,715
shares
|
$481,835
0.1% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,714
shares
|
$481,705
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
3,712
shares
|
$481,446
0.16% of portfolio
|
Q3 2024
Reduced 35.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
3,691
shares
|
$478,722
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,685
shares
|
$477,944
0.18% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
3,674
shares
|
$476,517
0.19% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
3,659
shares
|
$474,572
0.17% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
3,638
shares
|
$471,848
0.01% of portfolio
|
Q3 2024
Added 888.59%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
3,637
shares
|
$471,718
0.2% of portfolio
|
Q2 2024
Reduced 6.02%
|