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 |
|---|---|---|---|---|---|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
180,272
shares
|
$24.9 Million
4.68% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
163,504
shares
|
$22.6 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
161,224
shares
|
$22.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
154,636
shares
|
$21.4 Million
8.2% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
153,265
shares
|
$21.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
149,135
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
148,468
shares
|
$20.5 Million
0.06% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
147,372
shares
|
$20.4 Million
0.04% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
143,618
shares
|
$19.9 Million
0.07% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
135,329
shares
|
$18.7 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
132,122
shares
|
$18.3 Million
1.09% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
127,614
shares
|
$17.7 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
122,742
shares
|
$17 Million
1.26% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
117,888
shares
|
$16.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
112,623
shares
|
$15.6 Million
2.07% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
112,487
shares
|
$15.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
107,974
shares
|
$14.9 Million
3.16% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
106,260
shares
|
$14.7 Million
0.45% of portfolio
|
Q3 2024
Reduced 66.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
104,462
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
102,063
shares
|
$14.1 Million
1.45% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
100,252
shares
|
$13.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
99,620
shares
|
$13.8 Million
3.43% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
99,609
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2024
Added 1301.17%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
99,483
shares
|
$13.8 Million
1.36% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
97,251
shares
|
$13.5 Million
0.74% of portfolio
|
Q3 2024
Added 6.09%
|