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 |
|---|---|---|---|---|---|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
2,553
shares
|
$331,124
0.18% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
2,539
shares
|
$329,308
0.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,533
shares
|
$328,530
0.01% of portfolio
|
Q4 2023
Reduced 33.36%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,526
shares
|
$327,622
0.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,525
shares
|
$327,492
0.05% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,513
shares
|
$325,936
0.13% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,508
shares
|
$325,287
0.05% of portfolio
|
Q4 2023
Reduced 13.81%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
2,500
shares
|
$324,250
0.07% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
2,500
shares
|
$324,250
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
2,499
shares
|
$324,120
0.04% of portfolio
|
Q2 2024
Added 4.17%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,487
shares
|
$322,563
0.08% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,483
shares
|
$322,045
0.05% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
2,483
shares
|
$322,045
0.19% of portfolio
|
Q2 2023
Reduced 9.11%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,476
shares
|
$321,137
0.19% of portfolio
|
Q2 2022
Reduced 23.15%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,471
shares
|
$320,488
0.06% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,470
shares
|
$320,359
0.04% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
2,465
shares
|
$319,710
0.18% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,461
shares
|
$319,191
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,459
shares
|
$318,932
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,451
shares
|
$317,894
0.25% of portfolio
|
Q4 2022
Added 3.86%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$317,765
0.3% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2,445
shares
|
$317,116
0.06% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
2,440
shares
|
$316,468
0.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,438
shares
|
$316,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,423
shares
|
$314,263
0.01% of portfolio
|
Q3 2022
New holding
|