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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
94,233
shares
|
$13 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
93,682
shares
|
$13 Million
0.04% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
93,203
shares
|
$12.9 Million
0.13% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
92,552
shares
|
$12.8 Million
5.91% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,715
shares
|
$12.4 Million
2.58% of portfolio
|
Q4 2022
Added 5.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
87,987
shares
|
$12.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
87,921
shares
|
$12.2 Million
2.79% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
87,305
shares
|
$12.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
85,916
shares
|
$11.9 Million
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 14, 2024 Q3 2024 |
79,945
shares
|
$11.1 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79,010
shares
|
$10.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
77,837
shares
|
$10.8 Million
0.74% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
77,668
shares
|
$10.7 Million
1.02% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
77,547
shares
|
$10.7 Million
1.35% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
76,474
shares
|
$10.6 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
76,038
shares
|
$10.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
75,993
shares
|
$10.5 Million
1.99% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
75,717
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
74,851
shares
|
$10.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
73,832
shares
|
$10.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
73,137
shares
|
$10.1 Million
0.41% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
72,973
shares
|
$10.1 Million
0.12% of portfolio
|
Q3 2024
Added 195.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
71,815
shares
|
$9.93 Million
0.19% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
70,998
shares
|
$9.82 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
70,927
shares
|
$9.81 Million
0.1% of portfolio
|
Q3 2024
Added 6.35%
|