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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,653
shares
|
$214,394
0.03% of portfolio
|
Q3 2024
Reduced 39.49%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,650
shares
|
$214,004
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
1,647
shares
|
$213,615
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
1,640
shares
|
$212,707
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
1,638
shares
|
$212,448
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,634
shares
|
$211,929
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
1,632
shares
|
$211,670
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,627
shares
|
$211,021
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
1,627
shares
|
$211,021
0.04% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
1,624
shares
|
$210,632
0.17% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
1,623
shares
|
$210,503
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
1,619
shares
|
$209,984
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
1,614
shares
|
$209,335
0.07% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
1,609
shares
|
$208,687
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
1,602
shares
|
$207,779
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,601
shares
|
$207,649
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,600
shares
|
$207,519
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
1,594
shares
|
$206,741
0.06% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,590
shares
|
$206,222
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
1,583
shares
|
$205,315
0.04% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
1,578
shares
|
$204,666
0.03% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
1,577
shares
|
$204,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,571
shares
|
$203,758
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,569
shares
|
$203,499
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,567
shares
|
$203,239
0.0% of portfolio
|
Q3 2024
Reduced 23.67%
|