Institutional Ownership Ishares Asia/Pacific Divid 30 (DVYA)
This table provides information about the institutional ownership of Ishares Asia/Pacific Divid 30 (DVYA). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 435,191 shares, which have been reported (via 13F filing form) to have a value of $17.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
69,410
shares
|
$2.81 Million
0.73% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
58,421
shares
|
$2.37 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
56,806
shares
|
$2.3 Million
0.44% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
54,886
shares
|
$2.22 Million
0.33% of portfolio
|
Q1 2025
Added 63.3%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
54,419
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
39,700
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
36,095
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 83.41%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
15,425
shares
|
$624,558
0.12% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
14,420
shares
|
$583,865
0.35% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,928
shares
|
$482,964
0.04% of portfolio
|
Q2 2023
Reduced 11.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,436
shares
|
$382,063
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,776
shares
|
$233,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,986
shares
|
$161,393
0.0% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$40,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
900
shares
|
$36,441
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
836
shares
|
$33,849
0.0% of portfolio
|
Q4 2023
Added 3.72%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
562
shares
|
$22,755
0.0% of portfolio
|
Q1 2025
Reduced 97.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
243
shares
|
$9,839
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
230
shares
|
$9,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
160
shares
|
$6,478
0.0% of portfolio
|
Q4 2023
Reduced 20.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
133
shares
|
$5,385
0.0% of portfolio
|
Q1 2025
Reduced 65.27%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
100
shares
|
$4,049
0.0% of portfolio
|
Q2 2023
Reduced 13.79%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
98
shares
|
$3,968
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
82
shares
|
$3,320
0.0% of portfolio
|
Q1 2024
Added 56.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
72
shares
|
$2,915
0.0% of portfolio
|
Q1 2025
New holding
|