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Disclosery

DVY ISHARES TR

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COM (fund)

1,412 managers (1,427 13F filers) reported a position in DVY shares at 2026-03-31, 68,394,940 shares in all. 98 filers opened a position and 59 filers sold out during the quarter.

Managers
1,412
13F filers
1,427
New
98
Added
458
Reduced
438
Sold out
59
Shares held by filers
68,394,940

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Florin Court Capital LLP27,700$4.19M15.83%+6,80013F-HRTimeline
One Wealth Advisors, LLC27,372$4.14M0.52%-2813F-HRTimeline
My Personal CFO, LLC27,273$4.13M1.81%+41113F-HRTimeline
Godfrey Financial Associates, Inc.27,205$4.12M3.53%+88713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC27,083$4.1M0.01%+3,21213F-HRTimelineGroup
PKS Advisory Services, LLC26,824$4.06M0.94%-6613F-HRTimeline
Pinnacle Family Advisors, LLC26,587$4.03M1.89%+45213F-HRTimeline
Private Capital Management, LLC26,386$4M0.41%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\26,350$3.99M<0.01%+14,76913F-HRTimelineGroup
Argent Trust Co26,319$3.98M0.14%+17213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,259$3.98M0.1%-1,40113F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP26,229$3.97M0.08%+4,69413F-HRTimeline
EP Wealth Advisors, LLC26,072$3.95M0.02%+2,16113F-HRTimeline
HARBOUR INVESTMENTS, INC.25,738$3.9M0.06%+14,82213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,723$3.89M0.07%+20,76713F-HRTimelineGroup
Inman Jager Wealth Management, LLC25,089$3.8M2.22%-58413F-HRTimeline
Argent Advisors, Inc.24,924$3.77M1.03%+50413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding24,765$3.75M-71Timeline
JOHNSON INVESTMENT COUNSEL INC24,755$3.75M0.03%-1,99313F-HRTimeline
U.S. Capital Wealth Advisors, LLC24,626$3.73M0.09%+18,57213F-HRTimeline
Guidance Point Advisors, LLC24,199$3.67M0.87%+23413F-HRTimeline
Valeo Financial Advisors, LLC24,194$3.66M0.09%+6113F-HRTimeline
Snowden Capital Advisors LLC23,954$3.63M0.1%+99313F-HRTimeline
MidFirst Bank23,664$3.58M0.3%-63213F-HRTimeline
SIMON QUICK ADVISORS, LLC23,458$3.55M0.16%013F-HRTimeline
SONATA CAPITAL GROUP INC23,409$3.54M1.31%-16613F-HRTimeline
Geneos Wealth Management Inc.23,325$3.53M0.08%+30713F-HRTimeline
JFS WEALTH ADVISORS, LLC23,315$3.53M0.2%+613F-HRTimeline
Granite FO LLC23,237$3.52M2.08%-5,35013F-HR/ATimeline
IEQ CAPITAL, LLC23,100$3.5M0.02%+9713F-HRTimeline
Operose Advisors LLC23,029$3.49M0.81%+31613F-HRTimeline
CMG Global Holdings, LLC22,968$3.48M1.66%-4013F-HRTimeline
Ashton Thomas Private Wealth, LLC22,205$3.36M0.08%-4,52513F-HRTimeline
WOLFF WIESE MAGANA LLC22,140$3.35M1.85%-63313F-HRTimeline
Chicago Partners Investment Group LLC21,996$3.34M0.07%+1,97613F-HRTimeline
High Net Worth Advisory Group LLC21,916$3.32M0.77%-14413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC21,817$3.3M0.22%+13,06913F-HRTimeline
SBI Securities Co., Ltd.21,761$3.29M0.09%+25313F-HRTimeline
Sigma Planning Corp21,684$3.28M0.09%-27413F-HRTimeline
Joel Isaacson & Co., LLC21,419$3.24M0.11%-2,07813F-HRTimeline
Western Wealth Management, LLC21,389$3.24M0.12%-36713F-HR/ATimeline
EVOKE WEALTH, LLC21,354$3.23M0.06%+1913F-HRTimeline
MONETARY MANAGEMENT GROUP INC21,250$3.22M0.77%013F-HRTimeline
HBK Sorce Advisory LLC21,080$3.21M0.07%-6613F-HRTimeline
Kapstone Financial Advisors LLC21,145$3.2M1.57%+35113F-HRTimeline
Narwhal Capital Management20,998$3.18M0.23%+2813F-HRTimeline
Pallas Capital Advisors LLC20,955$3.17M0.12%-65813F-HRTimeline
Waverly Advisors, LLC20,772$3.15M0.02%+89213F-HRTimeline
Bleakley Financial Group, LLC20,749$3.14M0.05%-4,28113F-HRTimeline
NewEdge Wealth, LLC20,329$3.08M0.04%-1,76113F-HRTimeline
World Investment Advisors20,320$3.08M0.05%-1,33113F-HRTimeline
Plancorp, LLC20,151$3.07M0.09%013F-HRTimeline
Wealthspire Advisors, LLC20,136$3.05M0.02%+43013F-HRTimeline
Providence First Trust Co19,964$3.02M1.06%+6,52213F-HRTimeline
Crescent Grove Advisors, LLC19,892$3.01M0.3%-37113F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,580$2.96M0.93%+12013F-HRTimeline
PW Nova Financial Services LLC19,364$2.93M0.74%+1,83513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,297$2.92M0.1%+1,40813F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC19,187$2.91M0.23%+50313F-HRTimeline
WEBSTER BANK, N. A.19,019$2.88M0.27%013F-HRTimeline
Corundum Trust Company, INC18,872$2.86M6.52%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,804$2.85M<0.01%-2,51513F-HRTimelineGroup
Cypress Wealth Services, LLC18,724$2.83M0.4%-37413F-HRTimeline
Csenge Advisory Group18,704$2.83M0.13%-2213F-HRTimeline
Zhang Financial LLC18,480$2.8M0.1%+713F-HRTimeline
Banco de Sabadell, S.A18,560$2.79M1.85%-6,16613F-HRTimeline
Winthrop Partners - WNY, LLC18,351$2.78M1.48%+613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,283$2.78M0.06%+1713F-HRTimeline
Midwest Trust Co18,305$2.77M0.03%+1,55313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,258$2.76M0.28%-35913F-HRTimeline
Parallel Advisors, LLC18,253$2.76M0.05%+56813F-HR/ATimeline
WESBANCO BANK INC18,191$2.75M0.08%-29713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP18,170$2.75M0.04%-13313F-HRTimeline
Haverford Trust Co18,163$2.75M0.03%-89713F-HRTimeline
Orion Porfolio Solutions, LLC18,081$2.74M0.02%-17,03413F-HRTimeline
American Wealth Advisors, LLC18,056$2.73M2.85%+4,60213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,920$2.71M<0.01%-195,50413F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC17,843$2.7M0.11%+13713F-HRTimeline
CITY HOLDING CO17,681$2.68M0.33%-1,64813F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV17,677$2.68M1.17%013F-HRTimeline
IFC Advisors LLC17,673$2.68M0.38%013F-HRTimeline
Gotham Asset Management, LLC17,116$2.59M0.01%+5,10613F-HRTimeline
PARK NATIONAL CORP /OH/17,002$2.57M0.08%-11313F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC17,000$2.57M0.16%013F-HRTimeline
Sowell Financial Services LLC16,925$2.56M0.09%-1313F-HRTimeline
Caerus Investment Advisors, LLC16,920$2.56M1.08%-35013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,825$2.55M0.02%+2,71013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,774$2.54M0.1%-70813F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC16,728$2.53M0.15%-68313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,700$2.53M<0.01%+12,14913F-HRTimelineGroup
Trifecta Capital Advisors, LLC16,660$2.52M0.39%+10013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,656$2.52M0.04%013F-HRTimeline
SAPIENT CAPITAL LLC16,537$2.5M0.04%-11,57913F-HR/ATimeline
SAX WEALTH ADVISORS, LLC17,538$2.48M0.12%013F-HRTimeline
Peregrine Asset Advisers, Inc.16,342$2.47M0.67%-2813F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,308$2.47M0.02%013F-HRTimelineGroup
Kaydan Wealth Management, Inc.16,197$2.45M0.82%+22813F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…16,155$2.45M0.22%13F-HRTimelineGroup
Wealth Care LLC16,028$2.43M2.16%13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co15,343$2.4M<0.01%-237,04313F-HRTimelineGroup
Magnus Financial Group LLC15,823$2.4M0.19%+11213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,749$2.38M0.03%+33313F-HRTimelineGroup
NEW SOUTH CAPITAL MANAGEMENT INC15,680$2.37M0.11%013F-HRTimeline
Asset Management Group, Inc.15,648$2.37M0.38%+10213F-HRTimeline
Independence Bank of Kentucky15,570$2.36M0.3%-2,40013F-HRTimeline
Dorsey & Whitney Trust CO LLC15,474$2.34M0.13%+8,04913F-HRTimeline
WealthBridge Capital Management, LLC15,444$2.34M0.54%-1613F-HRTimeline
Flaharty Asset Management, LLC15,384$2.33M0.29%-1,04613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,253$2.31M0.07%013F-HR/ATimeline
Arkadios Wealth Advisors15,105$2.29M0.04%-24213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,984$2.27M0.05%-8,63413F-HRTimeline
Eldridge Investment Advisors, Inc.14,972$2.27M0.5%+6813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding14,848$2.25M-1,866Timeline
NorthRock Partners, LLC14,753$2.23M0.04%+40513F-HRTimeline
COZAD ASSET MANAGEMENT INC14,734$2.23M0.18%+8013F-HRTimeline
WEDBUSH SECURITIES INC14,695$2.23M0.06%+2,57313F-HRTimeline
TD Waterhouse Canada Inc.14,754$2.22M0.01%+2,59113F-HRTimeline
Cascade Financial Partners, LLC14,670$2.22M0.23%-51313F-HRTimeline
Peoples Bank/KS14,638$2.22M2.23%+31513F-HRTimeline
Everhart Financial Group, Inc.14,552$2.2M0.19%new13F-HRTimeline
Bensler, LLC14,549$2.2M0.23%-76713F-HRTimeline
Mayflower Financial Advisors, LLC14,439$2.19M0.27%+713F-HRTimeline
Aberdeen Wealth Management LLC14,415$2.18M0.99%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,375$2.18M0.03%+35213F-HRTimeline
Laurel Wealth Advisors LLC14,288$2.18M0.22%-113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,362$2.17M0.05%+67413F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,330$2.17M0.35%-6513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,245$2.16M0.02%-15613F-HRTimelineGroup
Millennium Capital Advisors, LLC14,206$2.15M1.32%+913F-HRTimeline
Evercore Wealth Management, LLC14,163$2.14M0.03%-32413F-HRTimeline
Federation des caisses Desjardins du Qu…14,154$2.14M0.01%-15513F-HRTimeline
Evanson Asset Management, LLC14,083$2.13M0.11%+913F-HRTimeline
Crossmark Global Holdings, Inc.14,028$2.12M0.03%013F-HRTimeline
Private Capital Advisors, Inc.13,975$2.12M0.24%013F-HRTimeline
WASHINGTON TRUST Co13,969$2.12M0.07%-45913F-HRTimeline
Darden Wealth Group Inc13,945$2.11M1.08%-10013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,918$2.11M0.26%+21013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,916$2.11M0.02%-1,81713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,745$2.08M<0.01%-1,48613F-HRTimelineGroup
David J Yvars Group13,692$2.07M1.16%+37413F-HRTimeline
LANARK FINANCIAL, INC.13,600$2.06M0.15%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,558$2.05M0.05%+1,81113F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…13,493$2.04M0.6%+23813F-HRTimeline
OneDigital Investment Advisors LLC13,458$2.04M0.02%+1,94413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.13,453$2.04M0.07%013F-HRTimelineGroup
MSH Capital Advisors LLC13,429$2.03M0.43%+13113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,425$2.03M0.09%-2713F-HRTimeline
Pinnacle Bancorp, Inc.13,382$2.03M0.6%013F-HRTimeline
LOM Asset Management Ltd13,318$2.02M0.58%+14113F-HRTimeline
Legacy Private Trust Co.13,159$1.99M0.12%-2,24613F-HRTimeline
Carbahal Olsen Financial Services Group…13,130$1.99M1.59%-17113F-HRTimeline
Carnegie Investment Counsel13,081$1.98M0.04%-113F-HRTimeline
Tempus Wealth Planning, LLC13,062$1.98M0.45%-6413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,058$1.98M0.03%+1513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC13,037$1.97M0.16%+1,54213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,028$1.97M0.02%+44613F-HRTimelineGroup
Perigon Wealth Management, LLC12,999$1.97M0.04%+1,29213F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD12,874$1.95M0.29%-37013F-HR/ATimeline
Investment Advisory Group, LLC12,829$1.94M0.49%-1513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,815$1.94M0.13%-73313F-HRTimeline
Eagle Strategies LLC12,741$1.93M0.23%-85913F-HRTimeline
Oxbow Advisors, LLC12,621$1.91M0.16%-2,13313F-HRTimeline
Astoria Portfolio Advisors LLC.12,527$1.91M0.41%+1,36813F-HRTimeline
NWAM LLC12,602$1.91M0.11%-23713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,590$1.91M0.01%+3,09513F-HRTimelineGroup
Curi Capital, LLC12,577$1.9M0.03%-1,24413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,564$1.9M0.1%-35013F-HRTimeline
PFG Investments, LLC12,509$1.89M0.09%-43413F-HRTimeline
Simmons Bankin group Simmons Bank12,434$1.88M0.13%013F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC12,420$1.88M1.88%+5313F-HRTimeline
NCM Capital Management, LLC12,264$1.86M0.66%-49013F-HRTimeline
ADG Wealth Management Group, LLC12,222$1.85M1.28%+2,33513F-HRTimeline
Weinberger Asset Management, Inc12,146$1.84M0.69%-3,17713F-HRTimeline
BRIGHTON JONES LLC12,133$1.84M0.04%new13F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB12,105$1.83M0.05%+3,81013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group12,077$1.83M0.21%-10013F-HRTimelineGroup
First Nebraska Trust Co12,020$1.82M0.17%+1,14113F-HRTimeline
Caldwell Trust Co11,968$1.81M0.16%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,940$1.81M0.13%-2,22713F-HRTimeline
TIAAgroup of 3 filers holding11,865$1.8M-717Timeline
Fiduciary Trust Coin group Fiduciary Trust Co11,846$1.79M0.02%-113F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA11,751$1.78M0.08%-36113F-HRTimeline
CRA Financial Services, LLC11,652$1.76M0.23%+26913F-HRTimeline
Glen Eagle Advisors, LLC11,641$1.76M0.25%+11013F-HRTimeline
FIRST HORIZON CORP11,600$1.76M0.07%-2,22913F-HRTimeline
Gryphon Financial Partners LLC11,594$1.76M0.18%-2,78313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,522$1.74M0.11%-42513F-HRTimeline
UNION SAVINGS BANK11,487$1.74M0.76%-69113F-HRTimeline
Aptus Capital Advisors, LLC11,431$1.73M0.01%+2,33113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,400$1.73M<0.01%-5,80013F-HR/ATimelineGroup
Pacific Point Advisors, LLC11,383$1.72M0.91%013F-HRTimeline
Addison Capital Co11,368$1.72M0.31%new13F-HRTimeline
BOK Financial Private Wealth, Inc.11,329$1.72M0.1%+65513F-HRTimeline
Asset Dedication, LLC11,305$1.71M0.12%+33713F-HRTimeline
Syntegra Private Wealth Group, LLC11,223$1.7M0.16%-39913F-HRTimeline
JMG Financial Group, Ltd.11,177$1.69M0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC11,095$1.68M0.06%-38013F-HRTimeline
Sound Income Strategies, LLC11,082$1.67M0.08%-2,04913F-HRTimeline
SMITH, MOORE & CO.11,012$1.67M0.12%+1,02613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,985$1.66M0.6%+1213F-HR/ATimelineGroup