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 |
|---|---|---|---|---|---|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
667
shares
|
$92,266
0.04% of portfolio
|
Q3 2024
Added 137.37%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
650
shares
|
$89,914
0.02% of portfolio
|
Q3 2022
Reduced 38.1%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
645
shares
|
$89,222
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
635
shares
|
$87,839
0.03% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
633
shares
|
$87,562
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
626
shares
|
$86,594
0.01% of portfolio
|
Q1 2023
Added 70.11%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
593
shares
|
$82,029
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
586
shares
|
$81,061
0.04% of portfolio
|
Q3 2024
Reduced 41.4%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
570
shares
|
$78,848
0.0% of portfolio
|
Q1 2024
Reduced 25.97%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
561
shares
|
$77,603
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
560
shares
|
$77,464
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
560
shares
|
$77,464
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
558
shares
|
$77,188
0.06% of portfolio
|
Q3 2024
Reduced 92.54%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
549
shares
|
$75,943
0.02% of portfolio
|
Q1 2023
Reduced 14.22%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
537
shares
|
$74,283
0.06% of portfolio
|
Q4 2023
Reduced 19.49%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
530
shares
|
$73,314
0.03% of portfolio
|
Q4 2022
Reduced 25.35%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
519
shares
|
$71,793
0.0% of portfolio
|
Q3 2024
Added 44.17%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
511
shares
|
$70,686
0.02% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
502
shares
|
$69,441
0.02% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
500
shares
|
$69,165
0.02% of portfolio
|
Q2 2023
Reduced 13.04%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$69,165
0.03% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
497
shares
|
$68,750
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
490
shares
|
$67,781
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
490
shares
|
$67,781
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
487
shares
|
$67,366
0.02% of portfolio
|
Q3 2023
Reduced 36.42%
|