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 |
|---|---|---|---|---|---|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
1,010
shares
|
$139,713
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,000
shares
|
$138,330
0.07% of portfolio
|
Q4 2023
Reduced 55.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
999
shares
|
$138,191
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
932
shares
|
$128,923
0.02% of portfolio
|
Q1 2018
Reduced 31.07%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
926
shares
|
$128,093
0.01% of portfolio
|
Q3 2024
Reduced 28.49%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
903
shares
|
$124,911
0.03% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
899
shares
|
$124,358
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
890
shares
|
$123,113
0.04% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
868
shares
|
$120,070
0.05% of portfolio
|
Q4 2021
Added 92.89%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
841
shares
|
$116,335
0.43% of portfolio
|
Q3 2022
Reduced 62.97%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
837
shares
|
$115,782
0.03% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
823
shares
|
$113,845
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
822
shares
|
$113,707
0.02% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
815
shares
|
$112,738
0.01% of portfolio
|
Q1 2024
Reduced 42.12%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
813
shares
|
$112,462
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
798
shares
|
$110,387
0.0% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
793
shares
|
$109,695
0.08% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
785
shares
|
$108,589
0.0% of portfolio
|
Q2 2023
Reduced 53.96%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
756
shares
|
$104,577
0.05% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
713
shares
|
$98,629
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
701
shares
|
$96,969
0.01% of portfolio
|
Q3 2023
Added 7.68%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
683
shares
|
$94,479
0.0% of portfolio
|
Q3 2024
Reduced 30.52%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 14, 2024 Q3 2024 |
682
shares
|
$94,341
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
679
shares
|
$93,926
0.06% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
667
shares
|
$92,266
0.04% of portfolio
|
Q1 2023
Reduced 13.04%
|