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 |
|---|---|---|---|---|---|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,725
shares
|
$238,619
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
1,721
shares
|
$238,065
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
1,721
shares
|
$238,065
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
1,716
shares
|
$237,374
0.12% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,714
shares
|
$237,097
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,713
shares
|
$236,959
0.02% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,713
shares
|
$236,959
0.15% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,711
shares
|
$236,682
0.02% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
1,710
shares
|
$236,544
0.04% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,710
shares
|
$236,544
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,705
shares
|
$235,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,702
shares
|
$235,437
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
1,701
shares
|
$235,299
0.27% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,698
shares
|
$234,884
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
1,697
shares
|
$234,746
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,690
shares
|
$233,777
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$233,086
0.06% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,678
shares
|
$232,117
0.03% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
1,675
shares
|
$231,702
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
1,675
shares
|
$231,702
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,674
shares
|
$231,564
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
1,673
shares
|
$231,426
0.05% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,667
shares
|
$230,596
0.11% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
1,665
shares
|
$230,319
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,662
shares
|
$229,904
0.12% of portfolio
|
Q3 2024
Reduced 12.43%
|