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 $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
43,117
shares
|
$6.13 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
42,864
shares
|
$6.09 Million
1.28% of portfolio
|
Q4 2022
Reduced 14.19%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
42,568
shares
|
$6.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
42,327
shares
|
$6.01 Million
1.39% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
41,901
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.26%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
41,668
shares
|
$5.92 Million
0.27% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
41,101
shares
|
$5.84 Million
1.81% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
40,489
shares
|
$5.75 Million
2.07% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
40,448
shares
|
$5.75 Million
0.03% of portfolio
|
Q3 2024
Added 293.39%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
40,286
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
40,185
shares
|
$5.71 Million
0.03% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
39,965
shares
|
$5.68 Million
2.95% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
39,079
shares
|
$5.55 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
39,004
shares
|
$5.54 Million
0.08% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
38,920
shares
|
$5.53 Million
1.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
38,710
shares
|
$5.5 Million
3.07% of portfolio
|
Q1 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
38,387
shares
|
$5.45 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
38,326
shares
|
$5.45 Million
0.08% of portfolio
|
Q3 2024
Added 101.22%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
38,268
shares
|
$5.44 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
38,149
shares
|
$5.42 Million
0.33% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,846
shares
|
$5.38 Million
0.01% of portfolio
|
Q3 2022
Added 9.88%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
37,166
shares
|
$5.28 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
36,714
shares
|
$5.22 Million
0.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
36,603
shares
|
$5.2 Million
1.38% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
36,107
shares
|
$5.13 Million
3.01% of portfolio
|
Q3 2024
Added 0.24%
|