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 |
|---|---|---|---|---|---|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$314,133
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
2,416
shares
|
$313,355
0.06% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
2,410
shares
|
$312,577
0.02% of portfolio
|
Q3 2024
Reduced 26.64%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
2,403
shares
|
$311,669
0.03% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
2,396
shares
|
$310,761
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,392
shares
|
$310,242
0.19% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,391
shares
|
$310,112
0.04% of portfolio
|
Q3 2022
Reduced 7.72%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,385
shares
|
$309,334
0.12% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,360
shares
|
$306,092
0.01% of portfolio
|
Q3 2024
Reduced 62.31%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,350
shares
|
$304,795
0.09% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,350
shares
|
$304,795
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,344
shares
|
$304,016
0.26% of portfolio
|
Q1 2024
Reduced 19.67%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,342
shares
|
$303,757
0.0% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
2,342
shares
|
$303,757
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
2,340
shares
|
$303,498
0.22% of portfolio
|
Q2 2023
Added 20.12%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
2,338
shares
|
$303,238
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
2,331
shares
|
$302,330
0.05% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,331
shares
|
$302,330
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
2,330
shares
|
$302,201
0.16% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
2,329
shares
|
$302,071
0.13% of portfolio
|
Q3 2021
Reduced 3.08%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,328
shares
|
$301,941
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
2,324
shares
|
$301,422
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
2,323
shares
|
$301,293
0.17% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,305
shares
|
$298,958
0.07% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
2,300
shares
|
$298,310
0.02% of portfolio
|
Q2 2024
Added 11.6%
|