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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
3,377
shares
|
$437,996
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,376
shares
|
$437,867
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
3,368
shares
|
$436,829
0.2% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,344
shares
|
$433,716
0.04% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
3,326
shares
|
$431,382
0.06% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
3,324
shares
|
$431,122
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
3,312
shares
|
$429,566
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,312
shares
|
$429,566
0.08% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
3,304
shares
|
$428,528
0.03% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
3,294
shares
|
$427,231
0.01% of portfolio
|
Q2 2024
Added 3331.25%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
3,290
shares
|
$426,712
0.1% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
3,275
shares
|
$424,767
0.38% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,272
shares
|
$424,378
0.21% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,262
shares
|
$423,081
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,261
shares
|
$422,951
0.03% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,254
shares
|
$422,043
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,251
shares
|
$421,654
0.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
3,250
shares
|
$421,524
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,223
shares
|
$418,023
0.03% of portfolio
|
Q2 2024
Reduced 23.68%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,201
shares
|
$415,169
0.26% of portfolio
|
Q1 2023
Reduced 9.27%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,197
shares
|
$414,650
0.02% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
3,193
shares
|
$414,132
0.09% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
3,193
shares
|
$414,132
0.03% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
3,180
shares
|
$412,445
0.13% of portfolio
|
Q1 2022
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,157
shares
|
$409,462
0.04% of portfolio
|
Q3 2024
Reduced 1.99%
|