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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
16,377
shares
|
$2.27 Million
0.4% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
16,299
shares
|
$2.25 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
16,296
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
16,283
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
16,178
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
16,120
shares
|
$2.23 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
16,052
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
16,001
shares
|
$2.21 Million
0.85% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
16,000
shares
|
$2.21 Million
0.15% of portfolio
|
Q4 2020
Reduced 2.35%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
15,994
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2024
Reduced 18.53%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
15,852
shares
|
$2.19 Million
0.71% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
15,774
shares
|
$2.18 Million
0.19% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
15,770
shares
|
$2.18 Million
0.22% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
15,731
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
15,682
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
15,680
shares
|
$2.17 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
15,650
shares
|
$2.16 Million
0.27% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
15,609
shares
|
$2.16 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
15,538
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,517
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
15,459
shares
|
$2.14 Million
1.22% of portfolio
|
Q3 2024
Added 175.41%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
15,439
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
15,362
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
15,360
shares
|
$2.12 Million
0.61% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
15,348
shares
|
$2.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.43%
|