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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,630
shares
|
$470,810
0.17% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
3,627
shares
|
$470,421
0.25% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,625
shares
|
$470,162
0.23% of portfolio
|
Q1 2020
Added 9.02%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
3,616
shares
|
$468,995
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
3,613
shares
|
$468,606
0.05% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
3,600
shares
|
$466,919
0.03% of portfolio
|
Q1 2020
Reduced 1.64%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
3,585
shares
|
$464,974
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,544
shares
|
$459,656
0.08% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
3,523
shares
|
$456,933
0.06% of portfolio
|
Q2 2024
Added 7.21%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,506
shares
|
$454,728
0.09% of portfolio
|
Q4 2023
Reduced 10.58%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
3,505
shares
|
$454,598
0.04% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
3,500
shares
|
$453,949
0.12% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,494
shares
|
$453,171
0.12% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,492
shares
|
$452,912
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
3,492
shares
|
$452,912
0.52% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,451
shares
|
$447,594
0.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
3,433
shares
|
$445,260
0.02% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
3,433
shares
|
$445,260
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,432
shares
|
$445,130
0.02% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
3,432
shares
|
$445,130
0.25% of portfolio
|
Q3 2020
Reduced 5.45%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,431
shares
|
$445,000
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,425
shares
|
$444,222
0.02% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
3,400
shares
|
$440,979
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
3,397
shares
|
$440,590
0.09% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,390
shares
|
$439,682
0.03% of portfolio
|
Q2 2024
New holding
|