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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
2,171
shares
|
$281,578
0.01% of portfolio
|
Q3 2024
Reduced 26.16%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,165
shares
|
$280,800
0.1% of portfolio
|
Q1 2024
Added 5.66%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,150
shares
|
$278,855
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,147
shares
|
$278,465
0.02% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Hoffman, Alan N Investment Management
|
Oct 07, 2024 Q3 2024 |
2,134
shares
|
$276,779
0.14% of portfolio
|
Q1 2024
Reduced 16.9%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,131
shares
|
$276,390
0.04% of portfolio
|
Q2 2023
Reduced 2.29%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,122
shares
|
$275,223
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,121
shares
|
$275,093
0.1% of portfolio
|
Q2 2022
Added 3.06%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,116
shares
|
$274,445
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
2,103
shares
|
$272,759
0.05% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
2,100
shares
|
$272,370
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
2,094
shares
|
$271,591
0.1% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,093
shares
|
$271,462
0.02% of portfolio
|
Q1 2022
Reduced 8.68%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
2,090
shares
|
$271,073
0.01% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
2,087
shares
|
$270,683
0.01% of portfolio
|
Q2 2024
Reduced 46.83%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
2,083
shares
|
$270,165
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,078
shares
|
$269,516
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,072
shares
|
$268,738
0.07% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
2,072
shares
|
$268,738
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
2,060
shares
|
$267,182
0.24% of portfolio
|
Q1 2021
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,060
shares
|
$267,182
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
2,056
shares
|
$266,663
0.11% of portfolio
|
Q1 2024
Added 2.65%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
2,050
shares
|
$265,885
0.0% of portfolio
|
Q3 2024
Reduced 64.93%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
2,050
shares
|
$265,885
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
2,047
shares
|
$265,495
0.01% of portfolio
|
Q3 2023
Added 2.2%
|