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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
35,116
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,086
shares
|
$4.99 Million
0.71% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
34,939
shares
|
$4.96 Million
0.02% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
34,566
shares
|
$4.91 Million
0.45% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
34,029
shares
|
$4.83 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
34,012
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2024
Added 48.01%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
33,474
shares
|
$4.76 Million
2.43% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
33,351
shares
|
$4.74 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
33,326
shares
|
$4.73 Million
0.07% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
33,268
shares
|
$4.73 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
33,000
shares
|
$4.69 Million
0.31% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
32,722
shares
|
$4.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
32,672
shares
|
$4.64 Million
0.27% of portfolio
|
Q3 2023
Reduced 34.44%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
32,528
shares
|
$4.62 Million
2.37% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
32,482
shares
|
$4.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
32,444
shares
|
$4.61 Million
0.19% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
32,151
shares
|
$4.57 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
32,041
shares
|
$4.55 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
31,658
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
31,523
shares
|
$4.48 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
31,397
shares
|
$4.46 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,365
shares
|
$4.46 Million
1.25% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
31,225
shares
|
$4.44 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,711
shares
|
$4.36 Million
0.05% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
30,550
shares
|
$4.34 Million
1.92% of portfolio
|
Q3 2024
Reduced 1.23%
|