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 |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
121
shares
|
$16,811
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
120
shares
|
$16,672
0.0% of portfolio
|
Q3 2024
Reduced 72.73%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
120
shares
|
$16,672
0.0% of portfolio
|
Q3 2024
Reduced 51.02%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
117
shares
|
$16,255
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
117
shares
|
$16,255
0.0% of portfolio
|
Q2 2024
Reduced 54.12%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
115
shares
|
$15,978
0.01% of portfolio
|
Q2 2021
Reduced 99.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
113
shares
|
$15,700
0.0% of portfolio
|
Q3 2024
Reduced 57.2%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
112
shares
|
$15,561
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
110
shares
|
$15,283
0.0% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
110
shares
|
$15,283
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
108
shares
|
$15,005
0.01% of portfolio
|
Q1 2024
Reduced 45.73%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
103
shares
|
$14,310
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$13,894
0.01% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
100
shares
|
$13,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
100
shares
|
$13,894
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
90
shares
|
$12,504
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
88
shares
|
$12,226
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
85
shares
|
$11,809
0.0% of portfolio
|
Q2 2024
Reduced 99.43%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
75
shares
|
$10,420
0.0% of portfolio
|
Q3 2023
Reduced 54.55%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
75
shares
|
$10,420
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
72
shares
|
$10,003
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
67
shares
|
$9,308
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
61
shares
|
$8,475
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
54
shares
|
$7,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
54
shares
|
$7,502
0.0% of portfolio
|
Q3 2024
Added 1.89%
|