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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,300
shares
|
$298,310
0.16% of portfolio
|
Q4 2023
Reduced 30.53%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,288
shares
|
$296,753
0.02% of portfolio
|
Q3 2024
Reduced 68.82%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
2,288
shares
|
$296,753
0.15% of portfolio
|
Q3 2024
Reduced 30.41%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
2,285
shares
|
$296,364
0.3% of portfolio
|
Q4 2022
Reduced 11.61%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,284
shares
|
$296,234
0.05% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
2,277
shares
|
$295,326
0.17% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
2,270
shares
|
$294,419
0.12% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,260
shares
|
$293,122
0.01% of portfolio
|
Q4 2023
Reduced 11.13%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,259
shares
|
$292,992
0.05% of portfolio
|
Q1 2023
Added 16.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,259
shares
|
$292,992
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
2,256
shares
|
$292,603
0.03% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
2,256
shares
|
$292,603
0.22% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
2,253
shares
|
$292,214
0.03% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
2,250
shares
|
$291,825
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
2,240
shares
|
$290,528
0.03% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,239
shares
|
$290,398
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
2,236
shares
|
$290,009
0.13% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
2,222
shares
|
$288,193
0.08% of portfolio
|
Q4 2023
Reduced 45.22%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
2,216
shares
|
$287,415
0.03% of portfolio
|
Q3 2024
Reduced 49.95%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
2,209
shares
|
$286,507
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,206
shares
|
$286,118
0.0% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
2,195
shares
|
$284,691
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
2,190
shares
|
$284,043
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
2,179
shares
|
$282,616
0.1% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
2,176
shares
|
$282,227
0.08% of portfolio
|
Q1 2023
Reduced 10.19%
|