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 |
|---|---|---|---|---|---|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
30,534
shares
|
$4.24 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
30,426
shares
|
$4.23 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
30,314
shares
|
$4.21 Million
0.11% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
30,065
shares
|
$4.18 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
29,798
shares
|
$4.14 Million
0.34% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
29,525
shares
|
$4.1 Million
0.21% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
29,379
shares
|
$4.08 Million
1.48% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
29,362
shares
|
$4.08 Million
0.3% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
29,337
shares
|
$4.08 Million
2.24% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
29,115
shares
|
$4.05 Million
0.13% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
29,004
shares
|
$4.03 Million
2.04% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,269
shares
|
$3.93 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
27,577
shares
|
$3.83 Million
0.14% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
27,533
shares
|
$3.83 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
27,338
shares
|
$3.8 Million
1.12% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,044
shares
|
$3.76 Million
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
26,601
shares
|
$3.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
26,553
shares
|
$3.69 Million
0.1% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
26,503
shares
|
$3.68 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,098
shares
|
$3.63 Million
0.33% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
25,949
shares
|
$3.61 Million
0.32% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
25,447
shares
|
$3.54 Million
1.45% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
25,425
shares
|
$3.53 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
25,330
shares
|
$3.52 Million
1.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
25,297
shares
|
$3.51 Million
0.14% of portfolio
|
Q3 2024
Added 1.44%
|