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 |
|---|---|---|---|---|---|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
220
shares
|
$30,432
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
216
shares
|
$29,879
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
204
shares
|
$28,219
0.0% of portfolio
|
Q1 2024
Reduced 42.37%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$27,666
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$27,666
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$27,666
0.01% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
200
shares
|
$27,666
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
181
shares
|
$25,037
0.0% of portfolio
|
Q3 2022
Reduced 14.22%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
176
shares
|
$24,346
0.0% of portfolio
|
Q1 2023
Reduced 30.71%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
173
shares
|
$23,931
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
169
shares
|
$23,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
167
shares
|
$23,101
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
165
shares
|
$22,824
0.0% of portfolio
|
Q2 2023
Reduced 50.89%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
152
shares
|
$21,026
0.01% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150
shares
|
$20,749
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
150
shares
|
$20,749
0.0% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
145
shares
|
$20,057
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
144
shares
|
$19,919
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
141
shares
|
$19,504
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
140
shares
|
$19,366
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
135
shares
|
$18,674
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
131
shares
|
$18,121
0.0% of portfolio
|
Q2 2021
Reduced 43.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
127
shares
|
$17,567
0.0% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
126
shares
|
$17,429
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
125
shares
|
$17,291
0.02% of portfolio
|
Q3 2022
Added 0.81%
|