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 |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
482
shares
|
$66,675
0.02% of portfolio
|
Q1 2021
Reduced 1.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
482
shares
|
$66,675
0.0% of portfolio
|
Q1 2024
Added 7.11%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
468
shares
|
$64,738
0.02% of portfolio
|
Q1 2024
Added 11.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
462
shares
|
$63,908
0.03% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
450
shares
|
$62,248
0.02% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
450
shares
|
$62,248
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
447
shares
|
$61,833
0.01% of portfolio
|
Q3 2021
Reduced 1.97%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
434
shares
|
$60,035
0.03% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
419
shares
|
$57,960
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
416
shares
|
$57,545
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
416
shares
|
$57,545
0.01% of portfolio
|
Q1 2024
Reduced 35.5%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
407
shares
|
$56,300
0.0% of portfolio
|
Q3 2024
Reduced 65.3%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
403
shares
|
$55,746
0.01% of portfolio
|
Q2 2024
Reduced 87.19%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
396
shares
|
$54,778
0.0% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
391
shares
|
$54,087
0.02% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
373
shares
|
$51,597
0.02% of portfolio
|
Q3 2024
Reduced 29.89%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
373
shares
|
$51,597
0.05% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
371
shares
|
$51,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
360
shares
|
$49,798
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
354
shares
|
$48,968
0.01% of portfolio
|
Q3 2024
Added 637.5%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
350
shares
|
$48,415
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
350
shares
|
$48,415
0.01% of portfolio
|
Q3 2021
Reduced 41.67%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
348
shares
|
$48,138
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
340
shares
|
$47,032
0.02% of portfolio
|
Q3 2024
Added 81.82%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
333
shares
|
$46,063
0.02% of portfolio
|
Q2 2024
Reduced 82.92%
|