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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
Quantinno Capital Management LP11,889$1.56M0.02%+1,23413F-HRTimeline
Richwood Investment Advisors, LLC11,882$1.56M1.3%-58513F-HRTimeline
Regal Investment Advisors LLC11,817$1.55M0.12%+62113F-HRTimeline
FIDUCIENT ADVISORS LLC11,808$1.55M0.19%+913F-HRTimeline
Watts Gwilliam & Co., LLC11,851$1.55M0.33%-7913F-HRTimeline
Essential Planning, LLC.11,375$1.55M0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.11,781$1.55M0.5%-17513F-HRTimeline
Keeley-Teton Advisors, LLC11,758$1.54M0.18%+33013F-HRTimeline
Sterling Financial Group, Inc.11,675$1.53M0.57%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA11,639$1.53M<0.01%+59413F-HRTimelineGroup
Pacific Point Advisors, LLC11,383$1.53M0.93%13F-HRTimeline
High Falls Advisors, Inc11,512$1.51M0.35%-35213F-HRTimeline
Farmers National Bank11,471$1.51M0.44%13F-HRTimeline
WBH ADVISORY INC11,396$1.5M0.14%-39113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,355$1.49M<0.01%-4,32713F-HR/ATimelineGroup
JMG Financial Group, Ltd.11,298$1.48M0.05%-10613F-HRTimeline
UNIONVIEW, LLC11,234$1.47M1.08%+8313F-HRTimeline
Fortis Group Advisors, LLC11,206$1.47M0.27%+48113F-HRTimeline
Eldridge Investment Advisors, Inc.11,185$1.47M0.34%-80313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,121$1.46M0.02%+7313F-HRTimelineGroup
Fox Hill Wealth Management11,109$1.46M0.82%+4813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC11,108$1.46M0.48%-1,19813F-HRTimeline
Glen Eagle Advisors, LLC11,107$1.46M0.24%+26013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,064$1.45M0.13%+3,34513F-HRTimeline
Vertex Planning Partners, LLC11,059$1.45M0.32%-5113F-HRTimeline
Mission Creek Capital Partners, Inc.11,042$1.45M0.32%-22013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,007$1.45M+279Timeline
Edge Wealth Management LLC10,973$1.44M0.29%+12513F-HRTimeline
XML Financial, LLC10,935$1.44M0.13%-3913F-HRTimeline
BOK Financial Private Wealth, Inc.10,909$1.43M0.1%-32113F-HRTimeline
Mascoma Wealth Management LLC10,895$1.43M0.36%-70513F-HRTimeline
Welch & Forbes LLC10,751$1.41M0.02%-2013F-HRTimeline
Sound View Wealth Advisors Group, LLC10,670$1.4M0.11%+1413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,651$1.4M0.01%-57913F-HRTimelineGroup
BLODGETT WEALTH ADVISORS, LLC10,565$1.39M1.09%013F-HRTimeline
Sugarloaf Wealth Management, LLC10,517$1.38M0.26%+213F-HRTimeline
Caldwell Trust Co10,503$1.38M0.14%-48413F-HRTimeline
Verdence Capital Advisors LLC10,427$1.37M0.11%-3813F-HRTimeline
WHITTIER TRUST CO10,412$1.37M0.02%-48013F-HRTimeline
Keel Point, LLC10,400$1.37M0.11%-66913F-HRTimeline
Belpointe Asset Management LLC10,092$1.35M0.08%-7613F-HRTimeline
Asset Allocation & Management Company, …10,273$1.35M0.74%013F-HRTimeline
Perigon Wealth Management, LLC10,054$1.35M0.03%-13313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…10,238$1.34M0.38%+8,38413F-HRTimeline
Tyche Wealth Partners LLC10,183$1.34M0.28%-4913F-HRTimeline
INVENIO WEALTH PARTNERS LLC10,178$1.34M0.56%013F-HRTimeline
waypoint wealth counsel10,122$1.33M0.87%+3413F-HRTimeline
TCI Wealth Advisors, Inc.10,112$1.33M0.11%+313F-HRTimeline
CBIZ Investment Advisory Services, LLC10,105$1.33M0.07%+13313F-HRTimeline
Focus Financial Network, Inc.10,071$1.32M0.05%+77713F-HRTimeline
ROMANO BROTHERS AND COMPANY9,953$1.31M0.16%013F-HRTimeline
Planned Solutions, Inc.9,871$1.3M0.53%+2,10813F-HRTimeline
Performance Wealth Partners, LLC9,870$1.3M0.04%-58013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,850$1.29M0.12%-1,06813F-HRTimelineGroup
TRUST POINT INC.9,775$1.28M0.09%-46513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,759$1.28M<0.01%+5,10713F-HRTimelineGroup
MARIETTA INVESTMENT PARTNERS LLC9,665$1.27M0.28%+6513F-HRTimeline
Viewpoint Capital Management LLC9,658$1.27M0.67%+4513F-HRTimeline
NorthRock Partners, LLC9,596$1.26M0.04%-17913F-HR/ATimeline
Challenger Wealth Management9,595$1.26M1.08%13F-HRTimeline
First National Trust Co9,574$1.26M0.05%-1713F-HRTimeline
Qube Research & Technologies Ltd9,557$1.25M<0.01%+2,86013F-HRTimeline
Journey Advisory Group, LLC10,338$1.25M0.15%013F-HRTimeline
David J Yvars Group9,515$1.25M0.76%+7413F-HRTimeline
Occidental Asset Management, LLC9,494$1.25M0.19%013F-HRTimeline
Retirement Planning Co of New England, …9,481$1.24M0.6%-9213F-HRTimeline
STOCK YARDS BANK & TRUST CO9,459$1.24M0.04%-3,78013F-HRTimeline
SMITH, MOORE & CO.9,427$1.24M0.11%+20013F-HRTimeline
Old North State Trust, LLC9,392$1.23M0.78%-10513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,353$1.23M0.04%+29313F-HRTimeline
Freedom Financial Partners LLC9,294$1.22M0.59%13F-HRTimeline
CRA Financial Services, LLC9,275$1.22M0.21%+4213F-HRTimeline
VAUGHAN & Co SECURITIES, INC.9,242$1.21M0.73%-3013F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,224$1.21M0.15%-62013F-HRTimeline
PFG Advisors9,121$1.2M0.07%+32713F-HRTimeline
AE Wealth Management LLC9,121$1.2M0.01%+87513F-HRTimeline
Wolff Financial Management LLC9,070$1.19M0.33%+1513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,064$1.19M0.22%013F-HRTimeline
Rehmann Capital Advisory Group9,057$1.19M0.08%-58013F-HRTimeline
First Citizens Financial Corp9,040$1.19M0.64%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,035$1.19M0.01%+60613F-HRTimeline
Rockbridge Investment Management, LCC8,969$1.18M0.15%013F-HRTimeline
First Nebraska Trust Co8,954$1.18M0.11%+21613F-HRTimeline
GeoWealth Management, LLC8,930$1.17M0.04%+3,36313F-HRTimeline
Prosperity Consulting Group, LLC8,915$1.17M0.09%+78313F-HRTimeline
Continuum Advisory, LLC8,914$1.17M0.15%+11613F-HRTimeline
Capital Advisors, Ltd. LLC8,903$1.17M0.15%013F-HRTimeline
Sculati Wealth Management, LLC8,893$1.17M0.46%013F-HR/ATimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,891$1.17M0.01%013F-HRTimeline
Winthrop Advisory Group LLC8,891$1.17M0.14%+1,11213F-HRTimeline
SignalPoint Asset Management, LLC8,882$1.17M0.28%-13213F-HRTimeline
Infinity Wealth Counsel, LLC8,824$1.16M1.24%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,823$1.16M0.09%+6113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,810$1.16M0.04%-45813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,769$1.15M<0.01%-2,01913F-HRTimelineGroup
ADG Wealth Management Group, LLC8,754$1.15M1.02%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,718$1.15M0.01%+10113F-HRTimelineGroup
Platform Technology Partners8,698$1.14M0.35%013F-HRTimeline
O'ROURKE & COMPANY, Inc8,601$1.13M0.55%+22513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,599$1.13M0.14%+12813F-HRTimeline
WEBSTER BANK, N. A.8,583$1.13M0.12%-15013F-HRTimeline
Embree Financial Group8,578$1.13M0.19%-11913F-HRTimeline
Cornerstone Wealth Group, LLC8,567$1.12M0.09%+6213F-HRTimeline
Arkadios Wealth Advisors8,539$1.12M0.06%-69813F-HRTimeline
Citizens National Bank Trust Department8,521$1.12M0.24%-18513F-HRTimeline
ARS Investment Partners, LLC8,511$1.12M0.1%013F-HRTimeline
Fernwood Investment Management, LLC8,504$1.12M0.39%-7,34813F-HRTimeline
Meridian Wealth Management, LLC8,450$1.11M0.05%-1713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,441$1.11M0.01%+43013F-HRTimeline
IHT Wealth Management, LLC8,360$1.1M0.04%-1,27613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC8,324$1.09M0.14%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,298$1.09M0.18%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,297$1.09M0.03%-37013F-HRTimeline
Independent Wealth Network Inc.8,289$1.09M0.44%+1,22213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,188$1.08M0.12%+1,13213F-HRTimeline
Modera Wealth Management, LLC8,151$1.07M0.01%+1,24813F-HRTimeline
Keudell/Morrison Wealth Management8,145$1.07M0.28%013F-HRTimeline
PRIVATE TRUST CO NA8,136$1.07M0.11%+12113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC8,118$1.07M0.74%+3913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,100$1.06M0.04%013F-HRTimelineGroup
Marcum Wealth, LLC8,062$1.06M0.09%new13F-HRTimeline
Regent Peak Wealth Advisors LLC8,009$1.05M0.24%013F-HR/ATimeline
Beacon Financial Advisory LLC8,000$1.05M0.34%+25813F-HRTimeline
Dodds Wealth, LLC7,802$1.05M0.34%-13913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,957$1.04M0.88%013F-HRTimeline
Lindbrook Capital, LLC7,930$1.04M0.09%013F-HRTimeline
Quest 10 Wealth Builders, Inc.7,895$1.04M1.03%13F-HRTimeline
MKT Advisors LLC7,685$1.04M0.45%-1,32613F-HRTimeline
COUNTRY CLUB BANK7,901$1.03M0.07%-28013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,858$1.03M0.22%+42513F-HRTimeline
Capital Advantage, Inc.7,806$1.02M0.19%new13F-HRTimeline
Archer Investment Corp7,761$1.02M0.27%-213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,749$1.02M<0.01%-9,09313F-HRTimelineGroup
SECURITY NATIONAL BANK OF SO DAK7,730$1.01M0.57%013F-HRTimeline
CENTRAL TRUST Co7,726$1.01M0.02%+1,47513F-HRTimeline
Squire Investment Management Company, L…7,720$1.01M0.45%013F-HRTimeline
Cadence Bank7,681$1.01M0.07%-16413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,635$1M0.03%-6613F-HRTimelineGroup
EASTERN BANK7,588$996K0.02%013F-HRTimeline
Optivise Advisory Services LLC7,543$990K0.53%-2813F-HRTimeline
Transform Wealth, LLC7,506$985K0.05%+2,86613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT7,448$978K0.06%-3813F-HRTimelineGroup
Park Place Capital Corp7,441$977K0.27%013F-HRTimeline
Legacy Trust7,429$975K0.23%-25013F-HRTimeline
Wellspring Financial Advisors, LLC7,384$969K0.1%+113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC7,368$967K0.57%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,355$966K0.01%-19313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,342$964K0.12%+813F-HRTimeline
PATTEN & PATTEN INC/TN7,282$956K0.06%-9813F-HRTimeline
GUERRA PAN ADVISORS, LLC7,278$955K0.69%+1,47413F-HRTimeline
Next Level Private LLC7,140$937K0.38%+5313F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,838$931K0.3%013F-HRTimeline
INTRUST BANK NA7,068$928K0.09%-2,31613F-HRTimeline
Code Waechter LLC7,049$925K0.81%013F-HRTimeline
Aprio Wealth Management, LLC7,034$923K0.13%013F-HRTimeline
Resonant Capital Advisors, LLC7,000$919K0.07%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,960$914K0.02%-1,49813F-HRTimeline
Virtue Capital Management, LLC6,960$914K0.18%-72213F-HRTimeline
Helium Advisors LLC6,953$913K0.72%13F-HRTimeline
Capital Asset Advisory Services LLC6,920$913K0.04%-5213F-HRTimeline
Thomasville National Bank6,947$912K0.07%-40013F-HRTimeline
Simplicity Wealth,LLC6,898$906K0.19%+45013F-HRTimeline
Lakeridge Wealth Management LLC6,851$900K0.46%013F-HRTimeline
CVA Family Office, LLC6,847$899K0.14%-13613F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,833$897K0.06%new13F-HRTimeline
Retirement Planning Group, LLC6,765$888K0.04%-7313F-HRTimeline
Leo Wealth, LLC6,752$886K0.08%+3313F-HRTimeline
Koshinski Asset Management, Inc.6,712$881K0.08%-34013F-HRTimeline
Strait & Sound Wealth Management LLC6,663$875K0.41%-30013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,655$874K0.01%+30513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,601$867K0.01%-213F-HRTimelineGroup
Sageworth Trust Co6,550$860K0.05%-713F-HRTimeline
Jupiter Wealth Management LLC6,496$853K0.43%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…6,464$849K0.01%-96613F-HRTimelineGroup
Cordgrass Capital Advisors, LLC6,461$848K0.25%-30013F-HRTimeline
Kades & Cheifetz LLC6,453$847K0.43%+10913F-HRTimeline
Indiana Trust & Investment Management Co6,449$847K0.29%013F-HRTimeline
Fort Point Capital Partners LLC6,426$844K0.09%+28913F-HRTimeline
Wealth Dimensions Group, Ltd.6,423$843K0.21%-15113F-HRTimeline
Claris Financial LLC6,397$840K0.55%13F-HRTimeline
Aspen Grove Capital, LLC6,381$838K0.18%013F-HRTimeline
Dupree Financial Group, LLC6,378$837K0.38%-44013F-HRTimeline
Ledyard National Bank6,365$836K0.08%-37513F-HRTimeline
Able Wealth Management LLC6,356$834K0.55%+113F-HRTimeline
Pathway Financial Advisers, LLC6,318$829K0.28%+9013F-HRTimeline
CHAPIN DAVIS, INC.6,139$829K0.27%013F-HRTimeline
Choate Investment Advisors6,255$821K0.02%+43513F-HRTimeline
Mesirow Financial Investment Management…6,245$820K0.02%-25113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,231$818K0.2%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,217$816K0.01%+4213F-HRTimelineGroup
W ADVISORS, LLC6,207$815K0.5%013F-HRTimeline
APPLETON PARTNERS INC/MA6,184$812K0.06%013F-HRTimeline
Trace Wealth Advisors, LLC6,124$804K0.72%13F-HRTimeline
Resolute Wealth Strategies, LLC6,124$804K0.41%-1213F-HRTimeline
WARNER FINANCIAL, INC6,111$802K0.34%+1213F-HRTimeline
ASPIRIANT, LLC6,104$801K0.03%013F-HRTimeline
WealthTrust Axiom LLC6,095$800K0.24%013F-HRTimeline
FAGAN ASSOCIATES, INC.6,078$798K0.13%+613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,073$797K0.02%+88213F-HRTimelineGroup
Moors & Cabot, Inc.6,034$792K0.04%+10213F-HRTimeline