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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
52
shares
|
$7,193
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
50
shares
|
$6,916
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
50
shares
|
$6,916
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
48
shares
|
$6,639
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
44
shares
|
$6,086
0.0% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,394
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
39
shares
|
$5,394
0.0% of portfolio
|
Q2 2023
Reduced 73.83%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
25
shares
|
$3,458
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$3,458
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
18
shares
|
$2,489
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
16
shares
|
$2,213
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
10
shares
|
$1,383
0.0% of portfolio
|
Q4 2020
Reduced 65.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
10
shares
|
$1,383
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$829
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
4
shares
|
$553
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
4
shares
|
$553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
4
shares
|
$553
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4
shares
|
$553
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|