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DVYA Institutional Ownership

iShares Asia/Pacific Dividend ETF
1W: -1.2% 1M: -3.6% 3M: +3.2% YTD: +10.2% 1Y: +18.3% 3Y: +75.2% 5Y: +71.3%
$49.47
-0.07 (-0.14%)
 
Weekly Expected Move ±1.6%
$48 $49 $49 $50 $51
ETF AMEX · AUM $69.3M

Institutional Ownership — DVYA

42
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
6
New Positions
5
Increased
14
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Concord Wealth Partners 70,241 3M -963 -1.4% 10Q SEC ↗
2 Concord Asset Management, LLC/VA 69,051 3M -772 -1.1% 10Q SEC ↗
3 LPL Financial LLC 58,091 3M -22,558 -28.0% 11Q SEC ↗
4 SCOTIA CAPITAL INC. 40,489 2M -503 -1.2% 18Q SEC ↗
5 Old Port Advisors 36,170 2M -1,798 -4.7% 12Q SEC ↗
6 Focus Partners Wealth 33,013 2M -13,164 -28.5% 3Q SEC ↗
7 BANK OF AMERICA CORP /DE 29,101 1M +15,301 +110.9% 15Q SEC ↗
8 FLOW TRADERS U.S. LLC 18,586 919K -13,521 -42.1% 3Q SEC ↗
9 CITADEL ADVISORS LLC 16,640 823K +5,991 +56.3% 3Q SEC ↗
10 OSAIC HOLDINGS, INC. 14,363 711K -218 -1.5% 7Q SEC ↗
11 Visionary Horizons, LLC 13,155 651K — +0.0% 11Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,142 650K -2,202 -14.4% 10Q SEC ↗
13 BOURGEON CAPITAL MANAGEMENT LLC 12,435 615K -2,481 -16.6% 15Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 12,063 597K +190 +1.6% 6Q SEC ↗
15 Leo Wealth, LLC 9,707 480K -213 -2.1% 2Q SEC ↗
16 JANE STREET GROUP, LLC 7,742 383K -14,931 -65.9% 2Q SEC ↗
17 Virtu Financial LLC NEW 7,440 368K — +0.0% 1Q SEC ↗
18 HC Advisors, LLC 5,933 294K — +0.0% 5Q SEC ↗
19 Private Advisor Group, LLC NEW 4,937 244K — +0.0% 1Q SEC ↗
20 Rossby Financial, LCC NEW 4,256 211K — +0.0% 1Q SEC ↗
21 JONES FINANCIAL COMPANIES LLLP 3,070 152K +1,085 +54.7% 7Q SEC ↗
22 Steward Partners Investment Advisory, 1,225 61K — +0.0% 2Q SEC ↗
23 Grove Bank & Trust 1,000 49K — +0.0% 6Q SEC ↗
24 MORGAN STANLEY 919 45K — +0.0% 54Q SEC ↗
25 AdvisorNet Financial, Inc 900 45K — +0.0% 23Q SEC ↗
26 Bogart Wealth, LLC 836 41K — +0.0% 15Q SEC ↗
27 Triumph Capital Management 675 33K — +0.0% 4Q SEC ↗
28 Parkside Financial Bank & Trust 396 20K — +0.0% 2Q SEC ↗
29 TD Waterhouse Canada Inc. 265 13K — +0.0% 2Q SEC ↗
30 MERCER GLOBAL ADVISORS INC /ADV NEW 241 12K — +0.0% 1Q SEC ↗
31 Blue Trust, Inc. NEW 200 10K — +0.0% 1Q SEC ↗
32 BANK OF MONTREAL /CAN 200 10K — +0.0% 2Q SEC ↗
33 ROYAL BANK OF CANADA 180 9K — +0.0% 57Q SEC ↗
34 Rockefeller Capital Management L.P. 130 6K — +0.0% 4Q SEC ↗
35 NATIONAL BANK OF CANADA /FI 100 5K — +0.0% 19Q SEC ↗
36 HARBOUR INVESTMENTS, INC. 67 3K — +0.0% 13Q SEC ↗
37 BEACON INVESTMENT ADVISORY SERVICES, I NEW 57 3K — +0.0% 1Q SEC ↗
38 WestEnd Advisors, LLC 42 2K — +0.0% 12Q SEC ↗
39 VIRTUS ADVISERS, LLC 34 2K +16 +88.9% 2Q SEC ↗
40 WELLS FARGO & COMPANY/MN 1 0K — +0.0% 16Q SEC ↗
41 SouthState Bank Corp 0 0K -874 -100.0% 1Q SEC ↗
42 UBS Group AG 0 0K -148 -100.0% 1Q SEC ↗
43 Cambridge Investment Research Advisors 0 0K -4,533 -100.0% 1Q SEC ↗
44 Farther Finance Advisors, LLC 0 0K -243 -100.0% 4Q SEC ↗
45 GOLDMAN SACHS GROUP INC 0 0K -10,966 -100.0% 1Q SEC ↗

Recent Activity

Sold Out (5)
HolderPrev SharesPrev Value
GOLDMAN SACHS GROUP INC 10,966 542K
Cambridge Investment Research Advis 4,533 224K
SouthState Bank Corp 874 43K
Farther Finance Advisors, LLC 243 12K
UBS Group AG 148 7K
Biggest Increases (5)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +15,301 +110.9% 29,101
CITADEL ADVISORS LLC +5,991 +56.3% 16,640
JONES FINANCIAL COMPANIES LLLP +1,085 +54.7% 3,070
RAYMOND JAMES FINANCIAL INC +190 +1.6% 12,063
VIRTUS ADVISERS, LLC +16 +88.9% 34
Biggest Decreases (12)
HolderReducedChange %Total Shares
LPL Financial LLC -22,558 -28.0% 58,091
JANE STREET GROUP, LLC -14,931 -65.9% 7,742
FLOW TRADERS U.S. LLC -13,521 -42.1% 18,586
Focus Partners Wealth -13,164 -28.5% 33,013
BOURGEON CAPITAL MANAGEMENT LLC -2,481 -16.6% 12,435
SUSQUEHANNA INTERNATIONAL GROUP, LL -2,202 -14.4% 13,142
Old Port Advisors -1,798 -4.7% 36,170
Concord Wealth Partners -963 -1.4% 70,241
Concord Asset Management, LLC/VA -772 -1.1% 69,051
SCOTIA CAPITAL INC. -503 -1.2% 40,489
OSAIC HOLDINGS, INC. -218 -1.5% 14,363
Leo Wealth, LLC -213 -2.1% 9,707

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms