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 |
|---|---|---|---|---|---|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
3,149
shares
|
$408,425
0.15% of portfolio
|
Q3 2024
Reduced 28.96%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
3,145
shares
|
$407,906
0.02% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,126
shares
|
$405,442
0.07% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
3,106
shares
|
$402,848
0.02% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
3,086
shares
|
$400,254
0.1% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
3,073
shares
|
$398,568
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,072
shares
|
$398,438
0.01% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
3,065
shares
|
$397,530
0.3% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
3,058
shares
|
$396,622
0.26% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
3,049
shares
|
$395,455
0.06% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,042
shares
|
$394,547
0.02% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,041
shares
|
$394,417
0.17% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,000
shares
|
$389,099
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
3,000
shares
|
$389,099
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
2,999
shares
|
$388,970
0.01% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,998
shares
|
$388,840
0.07% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,992
shares
|
$388,062
0.06% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
2,986
shares
|
$387,284
0.08% of portfolio
|
Q3 2024
Added 80.1%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
2,960
shares
|
$383,911
0.09% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,923
shares
|
$379,113
0.06% of portfolio
|
Q1 2024
Reduced 51.19%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
2,914
shares
|
$377,945
0.16% of portfolio
|
Q2 2024
Added 40.57%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,900
shares
|
$376,129
0.02% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
2,893
shares
|
$375,222
0.01% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,882
shares
|
$373,795
0.23% of portfolio
|
Q1 2023
Added 0.8%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Nov 05, 2024 Q3 2024 |
2,870
shares
|
$372,238
0.2% of portfolio
|
Q1 2024
Added 9.33%
|