Skip to content
Disclosery

DVY ISHARES TR

Follow

COM (fund)

1,309 managers (1,319 13F filers) reported a position in DVY shares at 2025-03-31, 67,936,255 shares in all. 72 filers opened a position and 71 filers sold out during the quarter.

Managers
1,309
13F filers
1,319
New
72
Added
401
Reduced
466
Sold out
71
Shares held by filers
67,936,255

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Orion Porfolio Solutions, LLC28,974$3.89M0.04%-23,57113F-HRTimeline
Orion Portfolio Solutions, LLC28,974$3.89M0.04%-23,57113F-HR/ATimeline
HANCOCK WHITNEY CORP28,699$3.85M0.13%-1,12613F-HRTimeline
PKS Advisory Services, LLC28,447$3.82M1.05%-25213F-HRTimeline
Mine & Arao Wealth Creation & Managemen…28,412$3.82M1.86%+14913F-HRTimeline
Inman Jager Wealth Management, LLC28,239$3.79M2.84%-1,13513F-HRTimeline
FAS Wealth Partners, Inc.28,154$3.78M0.31%-80913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,531$3.7M0.14%+7,41913F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,265$3.66M0.01%-58,15413F-HRTimeline
Arax Advisory Partners27,248$3.66M0.23%-1,32013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,047$3.63M0.04%+1,18513F-HRTimeline
Fulton Bank, N.A.26,920$3.62M0.15%-1513F-HRTimeline
Western Wealth Management, LLC26,265$3.53M0.23%-17513F-HRTimeline
Argent Trust Co26,056$3.5M0.14%+6913F-HRTimeline
Narwhal Capital Management25,946$3.48M0.31%-313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding25,572$3.43M-8,205Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC25,469$3.42M0.21%+6813F-HRTimeline
SONATA CAPITAL GROUP INC25,018$3.36M1.46%-53013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,879$3.34M0.21%+2,10613F-HRTimelineGroup
Guidance Point Advisors, LLC24,871$3.34M0.95%-57013F-HRTimeline
Banco de Sabadell, S.A24,856$3.33M2.54%+2,95113F-HRTimeline
SIMON QUICK ADVISORS, LLC23,769$3.19M0.18%-4613F-HRTimeline
Argent Advisors, Inc.23,767$3.19M1.07%+83413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …23,599$3.17M0.75%-3,38613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO23,562$3.16M0.08%-70113F-HRTimeline
Taylor Financial Group, Inc.23,440$3.15M2.19%+1,81913F-HRTimeline
WOLFF WIESE MAGANA LLC23,343$3.13M2.13%-6813F-HRTimeline
Joel Isaacson & Co., LLC23,128$3.11M0.14%+3613F-HRTimeline
Sigma Planning Corp23,065$3.1M0.1%-2,63713F-HRTimeline
JFS WEALTH ADVISORS, LLC22,973$3.09M0.21%+2913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,968$3.08M0.08%-94213F-HRTimeline
Allworth Financial LP23,994$3.08M0.02%+67013F-HRTimeline
High Net Worth Advisory Group LLC22,666$3.04M0.86%-51113F-HRTimeline
Mill Creek Capital Advisors, LLC22,601$3.04M0.07%+13113F-HRTimeline
Operose Advisors LLC22,321$3M0.99%+15413F-HRTimeline
EP Wealth Advisors, LLC22,224$2.98M0.02%-61813F-HRTimeline
Kapstone Financial Advisors LLC22,143$2.97M1.68%-3813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…21,996$2.95M1.13%+1,06513F-HRTimeline
SBI Securities Co., Ltd.21,868$2.94M0.1%-3413F-HRTimeline
My Personal CFO, LLC21,828$2.93M1.48%+3913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC21,797$2.93M0.75%-2,64813F-HRTimelineGroup
HBK Sorce Advisory LLC21,573$2.9M0.09%-77713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV21,476$2.88M1.32%-75013F-HRTimeline
CITY HOLDING CO21,373$2.87M0.4%-40513F-HRTimeline
Cypress Wealth Services, LLC21,299$2.86M0.58%-94813F-HRTimeline
D.A. DAVIDSON & CO.21,286$2.86M0.02%+3,49313F-HRTimeline
MONETARY MANAGEMENT GROUP INC21,250$2.85M0.77%+2,25013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,318$2.82M0.11%-2,79313F-HRTimelineGroup
Snowden Capital Advisors LLC20,898$2.81M0.09%+2013F-HRTimeline
Haverford Trust Co20,846$2.8M0.03%-92613F-HRTimeline
Valeo Financial Advisors, LLC20,606$2.77M0.08%+79113F-HRTimeline
Fortis Group Advisors, LLC20,312$2.73M0.53%+9,10613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC20,289$2.72M0.58%-1,68113F-HRTimelineGroup
Sowell Financial Services LLC20,199$2.71M0.12%+1713F-HRTimeline
Plancorp, LLC20,151$2.71M0.11%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,967$2.68M1.21%-66613F-HRTimeline
FineMark National Bank & Trust19,962$2.68M0.1%+78713F-HRTimeline
IMS Capital Management19,952$2.68M1.35%+80013F-HRTimeline
WEBSTER BANK, N. A.19,734$2.65M0.29%+11,15113F-HRTimeline
Waverly Advisors, LLC19,528$2.62M0.03%-12713F-HRTimeline
Bouvel Investment Partners, LLC19,406$2.62M0.99%-6,83013F-HRTimeline
Wilmington Savings Fund Society, FSB19,509$2.62M0.05%-32713F-HRTimeline
Pallas Capital Advisors LLC19,488$2.62M0.11%+81613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,347$2.6M0.19%-2813F-HRTimeline
Providence First Trust Co19,342$2.6M1.05%-1,24413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,489$2.59M<0.01%+6,84013F-HR/ATimelineGroup
Zhang Financial LLC19,179$2.58M0.14%+813F-HRTimeline
IFC Advisors LLC19,168$2.57M0.54%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA19,730$2.56M0.12%-11913F-HRTimeline
Corundum Trust Company, INC19,014$2.55M7.36%013F-HRTimeline
Flaharty Asset Management, LLC18,813$2.53M0.36%-2,69913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,712$2.51M0.04%-13013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC18,701$2.51M0.18%+2,90413F-HRTimeline
FINANCIAL COUNSELORS INC18,656$2.51M0.04%-3,40813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,595$2.5M0.05%013F-HRTimeline
Wealthfront Advisers LLC18,532$2.49M0.01%-1,25013F-HRTimeline
Yeomans Consulting Group, Inc.18,401$2.47M0.96%+30813F-HRTimeline
Caerus Investment Advisors, LLC18,348$2.46M2.38%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,297$2.46M0.1%-40813F-HRTimelineGroup
Chicago Partners Investment Group LLC18,770$2.42M0.08%+4,82913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,853$2.4M0.34%+23513F-HRTimeline
Weinberger Asset Management, Inc17,718$2.38M1.02%-36813F-HRTimeline
Csenge Advisory Group18,800$2.37M0.13%+16213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,431$2.34M0.06%+2,37413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,358$2.33M0.03%-70113F-HRTimeline
CMG Global Holdings, LLC18,133$2.33M1.52%+44513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC17,314$2.33M0.1%-25213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,165$2.31M+2,235Timeline
Atlas Private Wealth Advisors17,151$2.3M0.32%+2,02213F-HRTimeline
Composition Wealth, LLC17,110$2.3M0.05%-3,68913F-HRTimeline
Traynor Capital Management, Inc.16,968$2.28M0.19%-2,16813F-HRTimeline
Darden Wealth Group Inc16,884$2.27M1.76%+77813F-HRTimeline
PARK NATIONAL CORP /OH/16,815$2.26M0.08%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,912$2.24M0.34%-1,04413F-HRTimeline
Ashton Thomas Private Wealth, LLC16,656$2.24M0.09%+11813F-HRTimeline
Tempus Wealth Planning, LLC16,531$2.22M0.66%+19713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…16,700$2.22M0.01%-1,60013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC16,467$2.21M<0.01%-70713F-HRTimelineGroup
NewEdge Wealth, LLC16,451$2.21M0.04%+34713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,702$2.19M0.05%013F-HRTimelineGroup
Pinnacle Family Advisors, LLC16,314$2.19M1.19%+61013F-HRTimeline
Gryphon Financial Partners LLC16,301$2.19M0.32%-65913F-HRTimeline
GENTRY PRIVATE WEALTH, LLC16,076$2.16M1.78%new13F-HRTimeline
Quantinno Capital Management LP16,064$2.16M0.01%+4,17513F-HRTimeline
First Horizon Advisors, Inc.16,063$2.16M0.06%-35313F-HRTimeline
Parallel Advisors, LLC16,038$2.15M0.05%-1,49013F-HRTimeline
Peregrine Asset Advisers, Inc.16,023$2.15M0.8%-24013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC16,000$2.15M0.15%013F-HRTimeline
Bensler, LLC15,959$2.14M0.27%-1,90513F-HRTimeline
OneDigital Investment Advisors LLC15,950$2.14M0.03%+44413F-HRTimeline
Sound Income Strategies, LLC15,945$2.14M0.13%+15,82513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,689$2.14M0.18%+5,62513F-HRTimeline
Oxbow Advisors, LLC15,900$2.14M0.23%-1,52713F-HRTimeline
Legacy Private Trust Co.15,885$2.13M0.15%+3,21613F-HRTimeline
Cascade Financial Partners, LLC15,883$2.13M0.27%+23313F-HRTimeline
Summit Wealth Partners, LLC15,859$2.13M0.43%+2,06013F-HRTimeline
Evanson Asset Management, LLC15,840$2.13M0.15%-46613F-HRTimeline
Eagle Strategies LLC15,828$2.13M0.37%-1,41813F-HRTimeline
Magnus Financial Group LLC15,767$2.12M0.21%-9713F-HRTimeline
Federation des caisses Desjardins du Qu…15,767$2.12M0.01%-22013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC15,680$2.11M0.1%013F-HRTimeline
Crescent Grove Advisors, LLC15,676$2.11M0.22%+45213F-HRTimeline
Kaydan Wealth Management, Inc.15,613$2.1M0.67%+5113F-HRTimeline
BluePointe Capital Management, LLC15,568$2.09M0.8%+11,22813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,554$2.09M0.04%+1,26613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,527$2.09M0.21%+41113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC15,413$2.07M0.07%-12513F-HRTimeline
COZAD ASSET MANAGEMENT INC15,223$2.04M0.2%+7013F-HRTimeline
Independence Bank of Kentucky15,215$2.04M0.32%013F-HRTimeline
Aberdeen Wealth Management LLC15,170$2.04M1.41%013F-HRTimeline
Millennium Capital Advisors, LLC15,166$2.04M1.5%-1,00213F-HRTimeline
Asset Management Group, Inc.15,166$2.04M0.38%+10013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC15,944$2.04M0.22%-93413F-HRTimeline
WealthBridge Capital Management, LLC15,148$2.03M0.57%-27013F-HRTimeline
WESBANCO BANK INC15,126$2.03M0.07%-26913F-HRTimeline
Mayflower Financial Advisors, LLC15,054$2.02M0.31%+68113F-HRTimeline
EVOKE WEALTH, LLC15,052$2.02M0.05%+1,40913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,892$2M<0.01%+1,41913F-HRTimelineGroup
Peoples Bank/KS14,781$1.98M1.35%-39513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC14,780$1.98M0.11%-27513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,601$1.96M0.1%-24113F-HRTimeline
Evercore Wealth Management, LLC14,488$1.95M0.03%013F-HRTimeline
WASHINGTON TRUST Co14,369$1.93M0.07%-66513F-HRTimeline
Laurel Wealth Advisors LLC14,312$1.92M0.3%-7413F-HRTimeline
Crossmark Global Holdings, Inc.14,261$1.92M0.03%013F-HRTimeline
Trifecta Capital Advisors, LLC14,215$1.91M0.4%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC14,111$1.89M3.69%013F-HRTimeline
Smith Anglin Financial, LLC14,072$1.89M0.2%+1313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,071$1.89M0.03%-53,71813F-HRTimelineGroup
Private Capital Advisors, Inc.13,975$1.88M0.22%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,887$1.86M0.01%-15213F-HRTimelineGroup
Carbahal Olsen Financial Services Group…13,839$1.86M1.76%+2213F-HRTimeline
Eldridge Investment Advisors, Inc.13,831$1.86M0.43%+2,64613F-HRTimeline
LANARK FINANCIAL, INC.13,784$1.85M0.16%+13,77113F-HRTimeline
Stonebridge Capital Advisors LLC13,751$1.85M0.15%-3,81213F-HRTimeline
Venture Visionary Partners LLC13,695$1.84M0.08%+67313F-HRTimeline
Investment Advisory Group, LLC13,626$1.83M0.61%-19613F-HRTimeline
Cornell Pochily Investment Advisors, In…13,596$1.83M0.64%-20013F-HRTimeline
PFG Investments, LLC13,314$1.79M0.11%-94113F-HRTimeline
UNION SAVINGS BANK13,248$1.78M0.87%-7413F-HRTimeline
Curi Capital, LLC13,233$1.78M0.04%-4,89413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co13,205$1.77M0.02%+21813F-HRTimelineGroup
Global Trust Asset Management, LLC13,171$1.77M1.08%-5,04813F-HRTimeline
NCM Capital Management, LLC13,168$1.77M0.8%+5013F-HRTimeline
B. Riley Wealth Advisors, Inc.13,130$1.76M0.05%-54813F-HRTimeline
Gladstone Institutional Advisory LLC13,057$1.75M0.08%-59213F-HRTimeline
Watts Gwilliam & Co., LLC13,021$1.75M0.38%+1,17013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,002$1.75M0.23%-2513F-HRTimelineGroup
Robertson Stephens Wealth Management, L…12,984$1.74M0.07%+1,02413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC12,899$1.73M<0.01%+10,03513F-HRTimelineGroup
MSH Capital Advisors LLC12,839$1.72M0.53%+58913F-HRTimeline
SCS Capital Management LLC12,698$1.71M0.02%new13F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,687$1.7M<0.01%+3,91813F-HRTimelineGroup
Adero Partners, LLC12,630$1.7M0.11%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,618$1.69M0.16%+12313F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC12,605$1.69M2.24%13F-HRTimeline
Dale Q Rice Investment Management Ltd12,567$1.69M0.87%-313F-HRTimeline
Financial Advocates Investment Manageme…13,048$1.69M0.12%-41513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,503$1.68M0.13%-10013F-HRTimeline
Asset Dedication, LLC12,412$1.67M0.14%-2,36713F-HRTimeline
World Investment Advisors12,397$1.66M0.04%+7013F-HRTimeline
Simmons Bankin group Simmons Bank12,395$1.66M0.13%-7513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA12,294$1.65M0.01%+65513F-HRTimelineGroup
Mission Creek Capital Partners, Inc.12,199$1.64M0.4%+1,15713F-HRTimeline
Armstrong, Fleming & Moore, Inc12,171$1.63M1.98%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,142$1.63M0.05%-1,44713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,994$1.61M<0.01%+4,24513F-HRTimelineGroup
NorthCrest Asset Manangement, LLC11,922$1.6M0.05%-5613F-HRTimeline
Edge Wealth Management LLC11,883$1.6M0.32%+91013F-HRTimeline
Syntegra Private Wealth Group, LLC11,864$1.59M0.19%-39813F-HRTimeline
Richwood Investment Advisors, LLC11,852$1.59M1.35%-3013F-HRTimeline
Main Street Financial Solutions, LLC11,825$1.59M0.14%-1,04813F-HRTimeline
Pinnacle Bancorp, Inc.11,781$1.58M0.52%013F-HRTimeline
FIDUCIENT ADVISORS LLC11,717$1.57M0.2%-9113F-HRTimeline
Sterling Financial Group, Inc.11,675$1.57M0.57%013F-HRTimeline
Perigon Wealth Management, LLC11,504$1.54M0.04%+1,45013F-HRTimeline
Regal Investment Advisors LLC11,487$1.54M0.12%-33013F-HRTimeline
TD Waterhouse Canada Inc.11,478$1.54M0.01%-2,71613F-HRTimeline
WBH ADVISORY INC11,403$1.53M0.14%+713F-HRTimeline
Pacific Point Advisors, LLC11,383$1.53M0.85%013F-HRTimeline