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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
18,254
shares
|
$2.53 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
18,184
shares
|
$2.52 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,063
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.79%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
17,860
shares
|
$2.47 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
17,594
shares
|
$2.43 Million
0.35% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
17,565
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
17,565
shares
|
$2.43 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
17,495
shares
|
$2.42 Million
0.05% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17,475
shares
|
$2.42 Million
0.22% of portfolio
|
Q2 2021
Reduced 1.36%
|
|
|
Cabana LLC
Fayetteville, AR |
Oct 29, 2024 Q3 2024 |
17,472
shares
|
$2.42 Million
13.21% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
17,284
shares
|
$2.39 Million
1.38% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,269
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
17,241
shares
|
$2.38 Million
0.13% of portfolio
|
Q3 2024
Added 39.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
17,203
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2024
Added 31.93%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
17,071
shares
|
$2.36 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
17,060
shares
|
$2.36 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
17,038
shares
|
$2.36 Million
0.38% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
16,993
shares
|
$2.35 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,988
shares
|
$2.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
16,979
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
16,899
shares
|
$2.34 Million
0.85% of portfolio
|
Q1 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,842
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
16,815
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
16,786
shares
|
$2.32 Million
1.52% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
16,656
shares
|
$2.3 Million
0.22% of portfolio
|
Q2 2024
Added 6.28%
|