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 $9.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
25,266
shares
|
$3.5 Million
0.23% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
24,996
shares
|
$3.46 Million
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,960
shares
|
$3.45 Million
0.08% of portfolio
|
Q4 2022
Added 1.43%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
24,873
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
24,634
shares
|
$3.41 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
24,613
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,474
shares
|
$3.39 Million
1.84% of portfolio
|
Q2 2022
Added 2.33%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
24,242
shares
|
$3.35 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
24,143
shares
|
$3.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,002
shares
|
$3.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
23,827
shares
|
$3.3 Million
0.47% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
23,659
shares
|
$3.27 Million
2.26% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
23,553
shares
|
$3.26 Million
0.24% of portfolio
|
Q3 2022
Added 42.56%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
23,402
shares
|
$3.24 Million
0.3% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
23,208
shares
|
$3.21 Million
0.2% of portfolio
|
Q3 2023
Added 11.05%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
23,162
shares
|
$3.2 Million
0.87% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
23,015
shares
|
$3.18 Million
1.88% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,002
shares
|
$3.18 Million
0.07% of portfolio
|
Q4 2023
Reduced 5.3%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
22,979
shares
|
$3.18 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,972
shares
|
$3.18 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
22,834
shares
|
$3.16 Million
0.15% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
22,772
shares
|
$3.15 Million
0.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
22,714
shares
|
$3.14 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
22,546
shares
|
$3.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
22,367
shares
|
$3.09 Million
0.25% of portfolio
|
Q2 2024
Added 0.04%
|