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 |
|---|---|---|---|---|---|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
2,869
shares
|
$372,109
0.18% of portfolio
|
Q2 2024
Added 8.88%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,866
shares
|
$371,720
0.09% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
2,864
shares
|
$371,460
0.24% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,862
shares
|
$371,201
0.03% of portfolio
|
Q1 2024
Added 14.34%
|
|
|
Vantage Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,845
shares
|
$368,996
0.03% of portfolio
|
Q2 2024
Reduced 29.91%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,836
shares
|
$367,829
0.12% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,829
shares
|
$366,921
0.02% of portfolio
|
Q4 2023
Reduced 12.39%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,819
shares
|
$365,624
0.02% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
2,813
shares
|
$364,846
0.17% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
2,810
shares
|
$364,456
0.1% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
2,810
shares
|
$364,456
0.03% of portfolio
|
Q2 2023
Added 11.07%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
2,805
shares
|
$363,808
0.2% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,796
shares
|
$362,641
0.05% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,787
shares
|
$361,473
0.11% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,772
shares
|
$359,528
0.02% of portfolio
|
Q3 2023
Reduced 20.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,767
shares
|
$358,879
0.0% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,763
shares
|
$358,361
0.08% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,756
shares
|
$357,453
0.08% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,755
shares
|
$357,323
0.04% of portfolio
|
Q1 2018
Reduced 44.5%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,745
shares
|
$356,026
0.02% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,719
shares
|
$352,654
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,713
shares
|
$351,876
0.03% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
2,710
shares
|
$351,486
0.01% of portfolio
|
Q2 2024
Reduced 15.58%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
2,693
shares
|
$349,282
0.06% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,690
shares
|
$348,892
0.0% of portfolio
|
Q2 2024
Added 0.37%
|