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Disclosery

DVY ISHARES TR

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COM (fund)

1,322 managers (1,332 13F filers) reported a position in DVY shares at 2024-12-31, 69,301,671 shares in all. 65 filers opened a position and 63 filers sold out during the quarter.

Managers
1,322
13F filers
1,332
New
65
Added
410
Reduced
409
Sold out
63
Shares held by filers
69,301,671

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Inman Jager Wealth Management, LLC29,374$3.86M3.01%13F-HRTimeline
Granite FO LLC29,337$3.85M2.2%013F-HRTimeline
FAS Wealth Partners, Inc.28,963$3.8M0.32%-83513F-HRTimeline
PKS Advisory Services, LLC28,699$3.77M0.94%13F-HRTimeline
MMA ASSET MANAGEMENT LLC28,601$3.76M1.64%-14,76213F-HRTimeline
Arax Advisory Partners28,568$3.75M0.24%-1,49713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…28,263$3.71M1.7%-2,28713F-HRTimeline
ALLIANCEBERNSTEIN L.P.27,758$3.64M<0.01%+71413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …26,985$3.54M0.84%+48213F-HRTimelineGroup
Fulton Bank, N.A.26,935$3.54M0.14%+4,56813F-HRTimeline
Geneos Wealth Management Inc.26,884$3.53M0.12%-69313F-HRTimeline
Western Wealth Management, LLC26,440$3.47M0.23%+4,57213F-HR/ATimeline
Wealth Quarterback LLC26,426$3.47M1.63%-2,57813F-HRTimeline
Bouvel Investment Partners, LLC26,236$3.44M1.24%+6,83013F-HRTimeline
Cullen Capital Management, LLC26,100$3.43M0.04%new13F-HRTimeline
Argent Trust Co25,987$3.41M0.14%+69013F-HRTimeline
Narwhal Capital Management25,949$3.41M0.3%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC25,862$3.4M0.03%-73913F-HRTimeline
Independent Advisor Alliance25,813$3.39M0.04%new13F-HRTimeline
Sigma Planning Corp25,702$3.37M0.11%+70613F-HRTimeline
Trilogy Capital Inc.25,586$3.36M0.17%-3,93913F-HRTimeline
SONATA CAPITAL GROUP INC25,548$3.35M1.39%+10113F-HRTimeline
Guidance Point Advisors, LLC25,441$3.34M0.94%+11113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC25,401$3.33M0.2%-2413F-HRTimeline
EWG Elevate Inc.24,509$3.22M0.98%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,445$3.21M0.8%+1,73113F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO24,263$3.19M0.06%-61013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,111$3.17M0.11%+5,60713F-HRTimelineGroup
WEALTH ALLIANCE, LLC23,961$3.15M0.38%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP23,910$3.14M0.07%+93113F-HRTimeline
SIMON QUICK ADVISORS, LLC23,815$3.13M0.19%+60713F-HRTimeline
Allworth Financial LP23,324$3.13M0.02%-81913F-HRTimeline
WOLFF WIESE MAGANA LLC23,411$3.07M2.03%-24813F-HRTimeline
High Net Worth Advisory Group LLC23,177$3.04M0.85%+1513F-HRTimeline
Joel Isaacson & Co., LLC23,092$3.03M0.14%+25813F-HRTimeline
JFS WEALTH ADVISORS, LLC22,944$3.01M0.21%-2,32213F-HRTimeline
Argent Advisors, Inc.22,933$3.01M1.12%-7,60113F-HRTimeline
EP Wealth Advisors, LLC22,842$3M0.02%+3,98213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,773$2.99M0.19%+2,52213F-HRTimelineGroup
Kapstone Financial Advisors LLC22,181$2.99M1.59%-83413F-HRTimeline
Mill Creek Capital Advisors, LLC22,470$2.95M0.07%+16513F-HRTimeline
STAR Financial Bank22,464$2.95M2.12%+87213F-HRTimeline
HBK Sorce Advisory LLC22,350$2.93M0.09%-19613F-HRTimeline
Cypress Wealth Services, LLC22,247$2.92M0.59%+1,48913F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV22,226$2.92M1.29%013F-HRTimeline
Operose Advisors LLC22,167$2.91M1%+9813F-HRTimeline
FINANCIAL COUNSELORS INC22,064$2.9M0.04%-16013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC21,970$2.88M0.61%013F-HRTimelineGroup
SBI Securities Co., Ltd.21,902$2.88M0.09%13F-HRTimeline
Banco de Sabadell, S.A21,905$2.87M2.25%+46913F-HRTimeline
SVB WEALTH LLC21,863$2.87M0.05%new13F-HRTimeline
My Personal CFO, LLC21,789$2.86M1.47%+2,14913F-HRTimeline
CITY HOLDING CO21,778$2.86M0.41%-7413F-HRTimeline
Haverford Trust Co21,772$2.86M0.03%-1,00013F-HRTimeline
Taylor Financial Group, Inc.21,621$2.84M1.97%+1,37013F-HRTimeline
Flaharty Asset Management, LLC21,512$2.82M0.41%-2,31513F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC21,062$2.77M1.11%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…20,931$2.75M0.99%-46313F-HRTimeline
Snowden Capital Advisors LLC20,878$2.74M0.09%-6913F-HRTimeline
Composition Wealth, LLC20,799$2.73M0.06%-3,20313F-HRTimeline
HAZLETT, BURT & WATSON, INC.20,633$2.71M1.2%-19813F-HRTimeline
Providence First Trust Co20,586$2.7M1.02%+7,24113F-HRTimeline
Bleakley Financial Group, LLC20,448$2.68M0.08%+15,93113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA19,849$2.68M0.13%-98913F-HRTimeline
SANDERS MORRIS HARRIS LLC20,237$2.66M0.4%new13F-HRTimeline
Sowell Financial Services LLC20,182$2.65M0.14%+1,05913F-HRTimeline
Plancorp, LLC20,151$2.65M0.11%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20,112$2.64M0.11%-17513F-HRTimelineGroup
Cabana LLC20,012$2.63M13%+2,54013F-HRTimeline
Wilmington Savings Fund Society, FSB19,836$2.6M0.05%-84913F-HRTimeline
Valeo Financial Advisors, LLC19,815$2.6M0.07%+33013F-HRTimeline
Wealthfront Advisers LLC19,782$2.6M0.01%+7,19713F-HR/ATimeline
Waverly Advisors, LLC19,655$2.58M0.04%+2,45213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,375$2.54M0.18%-1,16913F-HRTimeline
FineMark National Bank & Trust19,175$2.52M0.09%-31013F-HRTimeline
Zhang Financial LLC19,171$2.52M0.14%-5113F-HRTimeline
IFC Advisors LLC19,168$2.52M0.55%13F-HRTimeline
IMS Capital Management19,152$2.51M1.17%013F-HRTimeline
Traynor Capital Management, Inc.19,136$2.51M0.19%-5,49813F-HRTimeline
Corundum Trust Company, INC19,014$2.5M7.49%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC19,000$2.49M0.65%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,842$2.47M0.03%-1,57113F-HRTimelineGroup
First Heartland Consultants, Inc.18,829$2.47M0.25%+16,30313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,705$2.46M0.1%-1,73313F-HRTimelineGroup
Pallas Capital Advisors LLC18,672$2.45M0.1%-43313F-HRTimeline
Csenge Advisory Group18,638$2.45M0.13%-36913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,595$2.44M0.05%-34513F-HRTimeline
Caerus Investment Advisors, LLC18,348$2.41M2.26%-2,87513F-HRTimeline
Private Portfolio Partners LLC18,273$2.4M0.44%+1913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…18,300$2.4M0.01%-50013F-HRTimelineGroup
Global Trust Asset Management, LLC18,219$2.39M0.91%-2,00313F-HRTimeline
Curi Capital, LLC18,127$2.38M0.05%-54713F-HRTimeline
Yeomans Consulting Group, Inc.18,093$2.38M0.89%-90113F-HRTimeline
Weinberger Asset Management, Inc18,086$2.37M0.99%+18513F-HRTimeline
CMG Global Holdings, LLC17,688$2.37M1.31%+40413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP18,059$2.37M0.03%-4,14313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,956$2.36M0.35%-22813F-HRTimeline
Bensler, LLC17,864$2.35M0.28%-2,87113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…17,495$2.34M0.13%+50213F-HRTimeline
D.A. DAVIDSON & CO.17,793$2.34M0.02%+52413F-HRTimeline
Dakota Wealth Management17,762$2.33M0.05%+7,76613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,618$2.31M0.33%+2413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC17,566$2.31M0.1%-2,14913F-HRTimeline
Stonebridge Capital Advisors LLC17,563$2.31M0.19%-1,74013F-HRTimeline
Parallel Advisors, LLC17,528$2.3M0.05%+2,01113F-HRTimeline
Oxbow Advisors, LLC17,427$2.29M0.27%-43313F-HRTimeline
Pinion Investment Advisors, LLC17,328$2.27M0.91%+5,16113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC16,878$2.27M0.23%+3,91513F-HRTimeline
Eagle Strategies LLC17,246$2.26M0.39%+86913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC17,174$2.25M<0.01%+2,59713F-HRTimelineGroup
JMAC ENTERPRISES LLC17,142$2.25M0.35%+10413F-HRTimeline
Gryphon Financial Partners LLC16,960$2.23M0.32%-10013F-HRTimeline
Performa Ltd (US), LLC16,899$2.22M0.78%013F-HRTimeline
PARK NATIONAL CORP /OH/16,815$2.21M0.08%013F-HRTimeline
NWAM LLC16,764$2.2M0.14%-80113F-HRTimeline
Foundations Investment Advisors, LLC16,753$2.2M0.04%-23513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,702$2.19M0.05%-27713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC16,538$2.17M0.08%+1,89113F-HRTimeline
First Horizon Advisors, Inc.16,416$2.16M0.06%+36413F-HRTimeline
Tempus Wealth Planning, LLC16,334$2.14M0.66%+33313F-HRTimeline
Edge Capital Group, LLC16,313$2.14M0.11%+3,00813F-HRTimeline
Evanson Asset Management, LLC16,306$2.14M0.15%+1013F-HRTimeline
Peregrine Asset Advisers, Inc.16,263$2.14M0.79%-3613F-HRTimeline
Sunbelt Securities, Inc.16,288$2.13M0.19%-15113F-HRTimeline
Millennium Capital Advisors, LLC16,168$2.12M1.45%-15,10013F-HRTimeline
Darden Wealth Group Inc16,106$2.11M1.42%-1413F-HRTimeline
NewEdge Wealth, LLC16,104$2.11M0.04%-7413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC16,000$2.1M0.14%013F-HRTimeline
Federation des caisses Desjardins du Qu…15,987$2.1M0.01%-29613F-HRTimeline
Magnus Financial Group LLC15,864$2.08M0.2%+9413F-HRTimeline
SAX WEALTH ADVISORS, LLC15,797$2.07M0.16%+2313F-HRTimeline
Pinnacle Family Advisors, LLC15,704$2.06M1%+24513F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC15,680$2.06M0.09%013F-HRTimeline
Cascade Financial Partners, LLC15,650$2.05M0.27%013F-HRTimeline
Kaydan Wealth Management, Inc.15,562$2.04M0.68%+43413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,538$2.04M0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OneDigital Investment Advisors LLC15,506$2.04M0.02%-22513F-HRTimeline
WealthBridge Capital Management, LLC15,418$2.02M0.56%+5813F-HRTimeline
WESBANCO BANK INC15,395$2.02M0.07%-4413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC15,329$2.01M0.14%-1913F-HRTimeline
Crescent Grove Advisors, LLC15,224$2M0.2%+18713F-HRTimeline
Independence Bank of Kentucky15,215$2M0.31%+6,36013F-HRTimeline
Peoples Bank/KS15,176$1.99M1.38%-1,61013F-HRTimeline
Aberdeen Wealth Management LLC15,170$1.99M1.36%-1,90113F-HRTimeline
COZAD ASSET MANAGEMENT INC15,153$1.99M0.19%+67913F-HRTimeline
Atlas Private Wealth Advisors15,129$1.99M0.28%-3,14213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,116$1.98M0.2%-12213F-HRTimelineGroup
Asset Management Group, Inc.15,066$1.98M0.35%+12613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,057$1.98M0.05%-22913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC15,055$1.98M0.11%-15013F-HRTimeline
WASHINGTON TRUST Co15,034$1.97M0.07%-32813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding14,930$1.96M+796Timeline
FLAGSHIP HARBOR ADVISORS, LLC14,842$1.95M0.1%-14213F-HRTimeline
Asset Dedication, LLC14,779$1.94M0.15%+2,33113F-HRTimeline
Evercore Wealth Management, LLC14,488$1.9M0.03%013F-HRTimeline
Laurel Wealth Advisors LLC14,386$1.89M0.3%013F-HRTimeline
Mayflower Financial Advisors, LLC14,373$1.89M0.28%-1,23613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,288$1.88M0.04%-16713F-HRTimeline
Crossmark Global Holdings, Inc.14,261$1.87M0.03%013F-HRTimeline
PFG Investments, LLC14,255$1.87M0.12%-28213F-HRTimeline
Trifecta Capital Advisors, LLC14,215$1.87M0.37%-16513F-HRTimeline
TD Waterhouse Canada Inc.14,194$1.86M0.02%-1,14713F-HRTimeline
REDMONT WEALTH ADVISORS LLC14,111$1.85M3.2%013F-HRTimeline
Smith Anglin Financial, LLC14,059$1.85M0.17%+19313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,039$1.84M0.01%013F-HRTimelineGroup
Private Capital Advisors, Inc.13,975$1.83M0.22%013F-HRTimeline
Chicago Partners Investment Group LLC13,941$1.82M0.06%+9513F-HRTimeline
Investment Advisory Group, LLC13,822$1.81M0.61%-20313F-HRTimeline
Carbahal Olsen Financial Services Group…13,817$1.81M1.67%13F-HRTimeline
Summit Wealth Partners, LLC13,799$1.81M0.37%+20513F-HRTimeline
Cornell Pochily Investment Advisors, In…13,796$1.81M0.63%+15213F-HRTimeline
RWA WEALTH PARTNERS, LLC13,766$1.81M0.02%+4,71213F-HRTimeline
B. Riley Wealth Advisors, Inc.13,678$1.8M0.06%-21613F-HRTimeline
Gladstone Institutional Advisory LLC13,649$1.79M0.08%+2613F-HRTimeline
EVOKE WEALTH, LLC13,643$1.79M0.05%-15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,589$1.78M0.05%+5,30413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC13,473$1.77M<0.01%+1,14013F-HRTimelineGroup
UNION SAVINGS BANK13,322$1.75M0.86%-7413F-HRTimeline
CHOREO, LLC13,200$1.73M0.02%+1,86913F-HRTimeline
NCM Capital Management, LLC13,118$1.72M0.78%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,027$1.71M0.21%-1,42413F-HRTimelineGroup
Venture Visionary Partners LLC13,022$1.71M0.07%-52013F-HR/ATimeline
Financial Advocates Investment Manageme…13,463$1.71M0.1%-3,77813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co12,987$1.71M0.02%-2013F-HRTimelineGroup
Main Street Financial Solutions, LLC12,873$1.69M0.17%-91313F-HRTimeline
Legacy Private Trust Co.12,669$1.66M0.11%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,649$1.66M<0.01%+3,88913F-HRTimelineGroup
Adero Partners, LLC12,630$1.66M0.11%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,603$1.65M0.12%-37813F-HRTimeline
Dale Q Rice Investment Management Ltd12,570$1.65M0.73%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,495$1.64M0.15%-3013F-HRTimeline
Simmons Bankin group Simmons Bank12,470$1.64M0.12%-14713F-HRTimelineGroup
Carnegie Investment Counsel12,335$1.62M0.05%-7513F-HRTimeline
World Investment Advisors12,327$1.62M0.04%+97313F-HRTimeline
Syntegra Private Wealth Group, LLC12,262$1.61M0.18%+68913F-HRTimeline
MSH Capital Advisors LLC12,250$1.61M0.51%+83313F-HRTimeline
BRIGHTON JONES LLC12,212$1.6M0.05%+1,52413F-HR/ATimeline
Aptus Capital Advisors, LLC11,998$1.58M0.02%+2,18613F-HRTimeline
NorthCrest Asset Manangement, LLC11,978$1.57M0.05%+8313F-HR/ATimeline
Robertson Stephens Wealth Management, L…11,960$1.57M0.06%+77013F-HRTimeline