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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
1,835
shares
|
$237,999
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,831
shares
|
$237,480
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,831
shares
|
$237,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,820
shares
|
$236,053
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,814
shares
|
$235,275
0.01% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,811
shares
|
$234,886
0.03% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,802
shares
|
$233,719
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
1,792
shares
|
$232,422
0.13% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,790
shares
|
$232,162
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,787
shares
|
$231,773
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,783
shares
|
$231,255
0.02% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,780
shares
|
$230,865
0.01% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,773
shares
|
$229,958
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
1,769
shares
|
$229,439
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
1,768
shares
|
$229,309
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
1,767
shares
|
$229,179
0.07% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,766
shares
|
$229,050
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Carderock Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
1,766
shares
|
$229,050
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,750
shares
|
$226,974
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
1,750
shares
|
$226,974
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
1,747
shares
|
$226,585
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,742
shares
|
$225,937
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,731
shares
|
$224,510
0.15% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,731
shares
|
$224,510
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,725
shares
|
$223,732
0.08% of portfolio
|
Q4 2023
New holding
|