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 |
|---|---|---|---|---|---|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
22,305
shares
|
$3.09 Million
0.07% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
22,226
shares
|
$3.07 Million
1.38% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
22,224
shares
|
$3.07 Million
0.05% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
22,202
shares
|
$3.07 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
22,200
shares
|
$3.07 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
22,069
shares
|
$3.05 Million
0.97% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
21,970
shares
|
$3.04 Million
0.65% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,868
shares
|
$3.03 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
21,852
shares
|
$3.02 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,660
shares
|
$3 Million
0.1% of portfolio
|
Q2 2020
Added 5.51%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
21,592
shares
|
$2.99 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
21,436
shares
|
$2.97 Million
2.17% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
21,394
shares
|
$2.96 Million
1.16% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
21,223
shares
|
$2.94 Million
2.74% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
21,110
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,947
shares
|
$2.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
20,838
shares
|
$2.88 Million
0.13% of portfolio
|
Q2 2024
Added 89.44%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
20,831
shares
|
$2.88 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
20,760
shares
|
$2.87 Million
1.37% of portfolio
|
Q4 2023
Reduced 4.3%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
20,758
shares
|
$2.87 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
20,735
shares
|
$2.87 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
20,544
shares
|
$2.84 Million
0.19% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,471
shares
|
$2.83 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,438
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2024
Added 107.2%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
20,413
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2024
Added 4.44%
|