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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55,859
shares
|
$7.73 Million
1.91% of portfolio
|
Q2 2022
Added 43.29%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
55,540
shares
|
$7.68 Million
3.65% of portfolio
|
Q1 2023
Reduced 36.48%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
54,081
shares
|
$7.48 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
53,879
shares
|
$7.45 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
53,672
shares
|
$7.42 Million
2.67% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
52,776
shares
|
$7.3 Million
0.16% of portfolio
|
Q3 2022
Added 48.25%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
52,766
shares
|
$7.3 Million
0.35% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
51,999
shares
|
$7.19 Million
0.24% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
50,263
shares
|
$6.95 Million
0.27% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
50,246
shares
|
$6.95 Million
2.58% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
49,898
shares
|
$6.9 Million
0.03% of portfolio
|
Q3 2024
Added 876.67%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
48,965
shares
|
$6.77 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
48,910
shares
|
$6.77 Million
2.28% of portfolio
|
Q4 2020
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
48,900
shares
|
$6.76 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
48,858
shares
|
$6.76 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
48,296
shares
|
$6.68 Million
2.72% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
47,836
shares
|
$6.62 Million
0.07% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
46,783
shares
|
$6.47 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
46,514
shares
|
$6.43 Million
0.12% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,198
shares
|
$6.25 Million
0.21% of portfolio
|
Q3 2022
Added 2.31%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
44,215
shares
|
$6.12 Million
1.52% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
44,150
shares
|
$6.11 Million
0.99% of portfolio
|
Q4 2023
Reduced 7.44%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
43,589
shares
|
$6.03 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
43,557
shares
|
$6.03 Million
0.1% of portfolio
|
Q4 2022
Added 16.22%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
43,117
shares
|
$5.96 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.95%
|