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 |
|---|---|---|---|---|---|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
1,961
shares
|
$271,265
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,960
shares
|
$271,126
0.01% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,957
shares
|
$270,711
0.11% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,947
shares
|
$269,328
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,944
shares
|
$268,913
0.08% of portfolio
|
Q1 2023
Reduced 11.68%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,939
shares
|
$268,221
0.05% of portfolio
|
Q2 2024
Reduced 28.05%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,924
shares
|
$266,146
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,917
shares
|
$265,178
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,912
shares
|
$264,486
0.02% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
1,900
shares
|
$262,827
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
1,898
shares
|
$262,550
0.06% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
1,898
shares
|
$262,550
0.03% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
1,897
shares
|
$262,412
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,892
shares
|
$261,720
0.06% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,878
shares
|
$259,783
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,878
shares
|
$259,783
0.04% of portfolio
|
Q2 2023
Reduced 53.78%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,874
shares
|
$259,230
0.02% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,870
shares
|
$258,677
0.02% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,870
shares
|
$258,677
0.05% of portfolio
|
Q4 2023
Reduced 11.79%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
1,863
shares
|
$257,708
0.01% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,854
shares
|
$256,463
0.07% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,849
shares
|
$255,772
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
1,849
shares
|
$255,772
0.14% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,849
shares
|
$255,772
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,840
shares
|
$254,527
0.02% of portfolio
|
Q2 2024
New holding
|