Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,359 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 $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
68,883
shares
|
$9.57 Million
1.67% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
68,656
shares
|
$9.54 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
68,571
shares
|
$9.53 Million
0.06% of portfolio
|
Q3 2024
Added 25.54%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
68,382
shares
|
$9.5 Million
0.19% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
67,558
shares
|
$9.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
66,633
shares
|
$9.26 Million
2.43% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
66,297
shares
|
$9.21 Million
2.55% of portfolio
|
Q3 2024
Reduced 50.02%
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
65,700
shares
|
$9.13 Million
7.44% of portfolio
|
Q3 2024
Added 119.73%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
65,501
shares
|
$9.1 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
64,750
shares
|
$9 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
64,675
shares
|
$8.99 Million
0.11% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,069
shares
|
$8.9 Million
1.24% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
64,007
shares
|
$8.89 Million
0.66% of portfolio
|
Q3 2022
Added 2.94%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
63,127
shares
|
$8.77 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
62,833
shares
|
$8.73 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
62,652
shares
|
$8.7 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
62,029
shares
|
$8.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
60,011
shares
|
$8.34 Million
3.21% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
59,757
shares
|
$8.3 Million
0.16% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,546
shares
|
$8.27 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
57,162
shares
|
$7.94 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
57,000
shares
|
$7.92 Million
3.17% of portfolio
|
Q3 2024
Added 185.0%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
56,599
shares
|
$7.86 Million
0.05% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
56,561
shares
|
$7.86 Million
1.45% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
55,888
shares
|
$7.77 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.42%
|