Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,364 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,328,213
shares
|
$1.11 Billion
0.09% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,213,222
shares
|
$825 Million
0.06% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,861,410
shares
|
$513 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,692,195
shares
|
$490 Million
0.11% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,956,656
shares
|
$393 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,246,584
shares
|
$298 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,549,343
shares
|
$206 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,465,825
shares
|
$195 Million
0.09% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,380,841
shares
|
$183 Million
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,160,186
shares
|
$154 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,150,572
shares
|
$153 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,029,814
shares
|
$137 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
984,600
shares
|
$131 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
788,028
shares
|
$105 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
718,334
shares
|
$95.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
681,480
shares
|
$90.5 Million
23.85% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
641,824
shares
|
$85.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
616,392
shares
|
$81.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
584,439
shares
|
$77.6 Million
0.05% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
484,054
shares
|
$64.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
477,317
shares
|
$63.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
403,745
shares
|
$53.6 Million
0.15% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
398,318
shares
|
$52.9 Million
0.1% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
390,367
shares
|
$51.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
385,626
shares
|
$51.2 Million
0.12% of portfolio
|
Q3 2024
Added 4.2%
|