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 |
|---|---|---|---|---|---|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
2,041
shares
|
$264,717
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,040
shares
|
$264,588
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,040
shares
|
$264,588
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
2,034
shares
|
$263,809
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,029
shares
|
$263,161
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,017
shares
|
$261,604
0.1% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,009
shares
|
$260,567
0.03% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,006
shares
|
$260,178
0.03% of portfolio
|
Q2 2024
Added 12.7%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,005
shares
|
$260,048
0.29% of portfolio
|
Q2 2022
Reduced 19.96%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,005
shares
|
$260,048
0.02% of portfolio
|
Q1 2022
Reduced 3.09%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,004
shares
|
$259,918
0.09% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$259,399
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$259,399
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
1,999
shares
|
$259,270
0.07% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
1,996
shares
|
$258,881
0.19% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,990
shares
|
$258,102
0.04% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
1,988
shares
|
$257,843
0.13% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
1,985
shares
|
$257,454
0.19% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,980
shares
|
$256,805
0.23% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
1,979
shares
|
$256,676
0.02% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
1,975
shares
|
$256,157
0.03% of portfolio
|
Q4 2021
Reduced 7.06%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,971
shares
|
$255,638
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,970
shares
|
$255,508
0.04% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
1,968
shares
|
$255,249
0.1% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$254,860
0.04% of portfolio
|
Q3 2024
Reduced 26.27%
|