Institutional Ownership Ishares Asia/Pacific Divid 30 (DVYA)
This table provides information about the institutional ownership of Ishares Asia/Pacific Divid 30 (DVYA). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 454,399 shares, which have been reported (via 13F filing form) to have a value of $17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
88,981
shares
|
$3.32 Million
0.94% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
58,421
shares
|
$2.18 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
56,806
shares
|
$2.12 Million
0.44% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
54,886
shares
|
$2.05 Million
0.33% of portfolio
|
Q1 2025
Added 63.3%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
54,419
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
39,700
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
36,095
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 83.41%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
14,880
shares
|
$555,172
0.37% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
14,845
shares
|
$553,866
0.12% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,928
shares
|
$445,033
0.04% of portfolio
|
Q2 2023
Reduced 11.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,436
shares
|
$352,057
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,776
shares
|
$215,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,986
shares
|
$148,717
0.0% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$37,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
900
shares
|
$33,579
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
836
shares
|
$31,191
0.0% of portfolio
|
Q4 2023
Added 3.72%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
562
shares
|
$20,968
0.0% of portfolio
|
Q1 2025
Reduced 97.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
230
shares
|
$8,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
160
shares
|
$5,969
0.0% of portfolio
|
Q4 2023
Reduced 20.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
133
shares
|
$4,962
0.0% of portfolio
|
Q1 2025
Reduced 65.27%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
100
shares
|
$3,731
0.0% of portfolio
|
Q2 2023
Reduced 13.79%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
98
shares
|
$3,656
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
82
shares
|
$3,059
0.0% of portfolio
|
Q1 2024
Added 56.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
72
shares
|
$2,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
67
shares
|
$2,499
0.0% of portfolio
|
Q2 2023
New holding
|