DVY ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Glen Eagle Advisors, LLC	11,352	$1.52M	0.25%	+245	13F-HR Timeline
BRIGHTON JONES LLC	11,343	$1.52M	0.05%	-869	13F-HR Timeline
JMG Financial Group, Ltd.	11,298	$1.52M	0.05%	0	13F-HR Timeline
Keeley-Teton Advisors, LLC	11,258	$1.51M	0.18%	-500	13F-HR Timeline
David J Yvars Group	11,230	$1.5M	1.18%	+1,715	13F-HR Timeline
Carnegie Investment Counsel	12,389	$1.5M	0.04%	+54	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	11,159	$1.5M	<0.01%	-196	13F-HR Timeline Group
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	11,115	$1.49M	0.05%	+108	13F-HR Timeline Group
PRECEDENT WEALTH PARTNERS, LLC	11,108	$1.49M	0.41%	0	13F-HR Timeline
High Falls Advisors, Inc	11,029	$1.48M	0.35%	-483	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	11,016	$1.48M	0.02%	-105	13F-HR Timeline Group
STOCK YARDS BANK & TRUST CO	11,002	$1.48M	0.05%	+1,543	13F-HR Timeline
RWA WEALTH PARTNERS, LLC	10,974	$1.47M	0.02%	-2,792	13F-HR Timeline
Fox Hill Wealth Management	10,886	$1.46M	0.86%	-223	13F-HR Timeline
Vertex Planning Partners, LLC	10,868	$1.46M	0.32%	-191	13F-HR Timeline
BOK Financial Private Wealth, Inc.	10,827	$1.45M	0.11%	-82	13F-HR Timeline
VestGen Advisors, LLC	10,761	$1.45M	0.07%		13F-HR Timeline
Welch & Forbes LLC	10,721	$1.44M	0.02%	-30	13F-HR Timeline
Verdence Capital Advisors LLC	10,667	$1.43M	0.11%	+240	13F-HR Timeline
NWAM LLC	10,567	$1.42M	0.12%	-6,197	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	10,565	$1.42M	1.21%	0	13F-HR Timeline
Tyche Wealth Partners LLC	10,409	$1.4M	0.3%	+226	13F-HR Timeline
Savant Capital, LLCin group Savant Capital, LLC	10,391	$1.4M	0.01%	-260	13F-HR/A Timeline Group
Arkadios Wealth Advisors	10,382	$1.39M	0.05%	+1,843	13F-HR Timeline
Farmers National Bank	10,369	$1.39M	0.39%	-1,102	13F-HR Timeline
Caldwell Trust Co	10,286	$1.38M	0.15%	-217	13F-HR Timeline
Asset Allocation & Management Company, …	10,273	$1.38M	0.7%	0	13F-HR Timeline
Challenger Wealth Management	10,239	$1.37M	1.09%	+644	13F-HR Timeline
Belpointe Asset Management LLC	10,229	$1.37M	0.07%	+137	13F-HR Timeline
Venturi Wealth Management, LLC	10,192	$1.37M	0.07%	+5,124	13F-HR Timeline
Farther Finance Advisors, LLC	10,199	$1.37M	0.03%	+8,895	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	10,185	$1.37M	0.11%	-485	13F-HR Timeline
CoreCap Advisors, LLC	10,150	$1.36M	0.06%	-36,865	13F-HR Timeline
waypoint wealth counsel	10,149	$1.36M	0.86%	+27	13F-HR Timeline
TCI Wealth Advisors, Inc.	10,000	$1.34M	0.11%	-112	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	9,975	$1.34M	0.13%	+125	13F-HR Timeline Group
Focus Financial Network, Inc.	9,966	$1.34M	0.05%	-105	13F-HR Timeline
Dakota Wealth Management	9,959	$1.34M	0.03%	-7,803	13F-HR Timeline
CHOREO, LLC	9,958	$1.34M	0.02%	-3,242	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	9,953	$1.34M	0.17%	0	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	9,898	$1.33M	0.56%	-280	13F-HR Timeline
WHITTIER TRUST CO	9,892	$1.33M	0.02%	-520	13F-HR Timeline
Keel Point, LLC	9,868	$1.33M	0.1%	-532	13F-HR Timeline
XML Financial, LLC	9,816	$1.32M	0.12%	-1,119	13F-HR Timeline
TRUST POINT INC.	9,742	$1.31M	0.12%	-33	13F-HR Timeline
Journey Advisory Group, LLC	9,718	$1.31M	0.11%	-620	13F-HR Timeline
Viewpoint Capital Management LLC	9,711	$1.3M	0.7%	+53	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	9,665	$1.3M	0.31%	0	13F-HR Timeline
NorthRock Partners, LLC	9,663	$1.3M	0.04%	+67	13F-HR Timeline
Planned Solutions, Inc.	9,645	$1.3M	0.53%	-226	13F-HR Timeline
First Citizens Financial Corp	9,571	$1.29M	0.73%	+531	13F-HR Timeline
PFG Advisors	9,555	$1.28M	0.07%	+434	13F-HR Timeline
Mesirow Financial Investment Management…	9,531	$1.28M	0.02%	+3,286	13F-HR Timeline
CRA Financial Services, LLC	9,529	$1.28M	0.22%	+254	13F-HR Timeline
Occidental Asset Management, LLC	9,494	$1.27M	0.19%	0	13F-HR Timeline
Retirement Planning Co of New England, …	9,487	$1.27M	0.63%	+6	13F-HR/A Timeline
Logan Stone Capital, LLC	9,446	$1.27M	0.59%	new	13F-HR Timeline
ADG Wealth Management Group, LLC	9,402	$1.26M	1.19%	+648	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	9,400	$1.26M	0.06%	-705	13F-HR/A Timeline
Performance Wealth Partners, LLC	9,282	$1.25M	0.04%	-588	13F-HR Timeline
Freedom Financial Partners LLC	9,253	$1.24M	0.58%	-41	13F-HR Timeline
Aptus Capital Advisors, LLC	9,249	$1.24M	0.01%	-2,749	13F-HR Timeline
SMITH, MOORE & CO.	9,229	$1.24M	0.11%	-198	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	9,210	$1.24M	<0.01%	+5,033	13F-HR/A Timeline Group
Old North State Trust, LLC	9,392	$1.23M	0.78%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	9,132	$1.23M	0.04%	-221	13F-HR Timeline
First Nebraska Trust Co	9,113	$1.22M	0.12%	+159	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	9,064	$1.22M	0.23%	0	13F-HR Timeline
Continuum Advisory, LLC	9,034	$1.21M	0.16%	+120	13F-HR Timeline
Wolff Financial Management LLC	9,025	$1.21M	0.34%	-45	13F-HR Timeline
Rockbridge Investment Management, LCC	8,969	$1.2M	0.14%	0	13F-HR Timeline
VAUGHAN & Co SECURITIES, INC.	8,942	$1.2M	0.74%	-300	13F-HR Timeline
Rehmann Capital Advisory Group	8,915	$1.2M	0.08%	-142	13F-HR Timeline
Capital Advisors, Ltd. LLC	8,903	$1.2M	0.16%	0	13F-HR Timeline
Prosperity Consulting Group, LLC	8,892	$1.19M	0.09%	-23	13F-HR Timeline
Meridian Wealth Management, LLC	8,881	$1.19M	0.06%	+431	13F-HR Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS	8,836	$1.19M	<0.01%	+4,731	13F-HR Timeline Group
FORT WASHINGTON INVESTMENT ADVISORS INC…	8,791	$1.18M	0.01%	-100	13F-HR Timeline
Infinity Wealth Counsel, LLC	8,749	$1.17M	1.27%	-75	13F-HR Timeline
Sculati Wealth Management, LLC	8,718	$1.17M	0.47%	-175	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	8,718	$1.17M	0.04%	-92	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	8,699	$1.17M	0.14%	-525	13F-HR Timeline
Platform Technology Partners	8,698	$1.17M	0.34%	0	13F-HR Timeline
Citizens National Bank Trust Department	8,626	$1.16M	0.25%	+105	13F-HR Timeline
Embree Financial Group	8,592	$1.15M	0.19%	+14	13F-HR Timeline
Accredited Investors Inc.	8,560	$1.15M	0.07%	+5,419	13F-HR Timeline
First National Trust Co	8,551	$1.15M	0.05%	-1,023	13F-HR Timeline
PRIVATE TRUST CO NA	8,519	$1.14M	0.12%	+383	13F-HR Timeline
O'ROURKE & COMPANY, Inc	8,488	$1.14M	0.57%	-113	13F-HR Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	8,484	$1.14M	0.01%	-234	13F-HR Timeline Group
TITLEIST ASSET MANAGEMENT, LLC	8,466	$1.14M	0.13%	+278	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	8,343	$1.12M	0.15%	-256	13F-HR Timeline
ARS Investment Partners, LLC	8,511	$1.12M	0.1%	0	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	8,301	$1.11M	0.03%	+4	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	8,298	$1.11M	0.19%	0	13F-HR Timeline
Independent Wealth Network Inc.	8,283	$1.11M	0.44%	-6	13F-HR Timeline
DAVIDSON TRUST CO	8,281	$1.11M	0.53%	+6,512	13F-HR Timeline
IHT Wealth Management, LLC	8,209	$1.1M	0.03%	-151	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	8,181	$1.1M	0.03%	+2,108	13F-HR Timeline Group
Keudell/Morrison Wealth Management	8,145	$1.09M	0.26%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	8,136	$1.09M	0.09%	-687	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	8,135	$1.09M	0.03%	+500	13F-HR Timeline Group
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	8,100	$1.09M	0.04%	0	13F-HR Timeline Group
Marcum Wealth, LLC	8,062	$1.08M	0.09%	0	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	7,969	$1.07M	0.81%	+12	13F-HR Timeline
Lindbrook Capital, LLC	7,930	$1.06M	0.1%	0	13F-HR Timeline
ISLAY CAPITAL MANAGEMENT, LLC	7,899	$1.06M	0.72%	-219	13F-HR Timeline
Beacon Financial Advisory LLC	7,876	$1.06M	0.32%	-124	13F-HR Timeline
Dodds Wealth, LLC	7,850	$1.05M	0.34%	+48	13F-HR Timeline
Legacy Trust	7,835	$1.05M	0.25%	+406	13F-HR Timeline
HM PAYSON & CO	7,815	$1.05M	0.02%	+1,900	13F-HR Timeline
Winthrop Advisory Group LLC	7,790	$1.05M	0.13%	-1,101	13F-HR Timeline
Archer Investment Corp	7,764	$1.04M	0.27%	+3	13F-HR Timeline
Cadence Bank	7,744	$1.04M	0.07%	+63	13F-HR Timeline
CENTRAL TRUST Co	7,726	$1.04M	0.03%	0	13F-HR Timeline
Squire Investment Management Company, L…	7,720	$1.04M	0.43%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	7,650	$1.03M	0.01%	-791	13F-HR Timeline
Capital Advantage, Inc.	7,806	$1.02M	0.19%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	7,594	$1.02M	0.08%	+2,145	13F-HR Timeline
GOULD ASSET MANAGEMENT LLC /CA/	7,561	$1.02M	0.21%	-297	13F-HR Timeline
Cornerstone Wealth Group, LLC	7,468	$1M	0.08%	-1,099	13F-HR Timeline
Park Place Capital Corp	7,441	$999K	0.27%	0	13F-HR Timeline
Virtue Capital Management, LLC	7,417	$996K	0.12%	+457	13F-HR Timeline
Wellspring Financial Advisors, LLC	7,384	$992K	0.11%	0	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	7,375	$990K	0.42%	+7	13F-HR/A Timeline
SHEETS SMITH WEALTH MANAGEMENT	7,349	$987K	0.12%	+7	13F-HR Timeline
AE Wealth Management LLC	7,347	$987K	0.01%	-1,774	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	7,343	$986K	0.07%	-105	13F-HR Timeline Group
SECURITY NATIONAL BANK OF SO DAK	7,330	$984K	0.56%	-400	13F-HR Timeline
PATTEN & PATTEN INC/TN	7,282	$978K	0.07%	0	13F-HR Timeline
GUERRA PAN ADVISORS, LLC	7,278	$977K	0.77%	0	13F-HR Timeline
Lakeridge Wealth Management LLC	7,264	$975K	0.49%	+413	13F-HR Timeline
EASTERN BANK	7,261	$975K	0.02%	-327	13F-HR Timeline
Aprio Wealth Management, LLC	7,234	$971K	0.12%	+200	13F-HR Timeline
Transform Wealth, LLC	7,207	$968K	0.06%	-299	13F-HR Timeline
Next Level Private LLC	7,196	$966K	0.36%	+56	13F-HR Timeline
Capital Asset Advisory Services LLC	7,084	$955K	0.05%	+164	13F-HR Timeline
AXXCESS WEALTH MANAGEMENT, LLC	7,084	$951K	0.03%	+124	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	7,078	$951K	0.07%	-8,251	13F-HR Timeline
INTRUST BANK NA	7,068	$949K	0.09%	0	13F-HR Timeline
Code Waechter LLC	7,049	$947K	0.78%	0	13F-HR Timeline
Argyle Capital Partners, LLC	7,043	$946K	0.81%	+1,802	13F-HR Timeline
Resonant Capital Advisors, LLC	7,007	$941K	0.07%	+7	13F-HR Timeline
MKT Advisors LLC	7,688	$927K	0.43%	+3	13F-HR Timeline
COUNTRY CLUB BANK	6,980	$927K	0.06%	-921	13F-HR Timeline
Koshinski Asset Management, Inc.	6,899	$926K	0.08%	+187	13F-HR Timeline
Helium Advisors LLC	6,837	$918K	0.67%	-116	13F-HR Timeline
CVA Family Office, LLC	6,807	$914K	0.14%	-40	13F-HR Timeline
Leo Wealth, LLC	6,778	$910K	0.13%	+26	13F-HR Timeline
HRT FINANCIAL LP	6,782	$910K	0.01%	new	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	6,733	$904K	0.01%	+1,563	13F-HR Timeline
Thomasville National Bank	6,678	$897K	0.07%	-269	13F-HR Timeline
Strait & Sound Wealth Management LLC	6,663	$895K	0.42%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	6,616	$888K	0.04%	+4,664	13F-HR Timeline
Retirement Planning Group, LLC	6,586	$884K	0.04%	-179	13F-HR Timeline
Waldron Private Wealth LLC	6,564	$881K	0.04%	+926	13F-HR Timeline
Sageworth Trust Co	6,550	$880K	0.05%	0	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	6,978	$878K	0.34%	+140	13F-HR Timeline
Jupiter Wealth Management LLC	6,496	$870K	0.53%	0	13F-HR Timeline
Fort Point Capital Partners LLC	6,462	$868K	0.1%	+36	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	6,459	$867K	0.01%	-142	13F-HR Timeline Group
Indiana Trust & Investment Management Co	6,449	$866K	0.31%	0	13F-HR Timeline
Cordgrass Capital Advisors, LLC	6,411	$861K	0.25%	-50	13F-HR Timeline
Mascoma Wealth Management LLC	6,409	$861K	0.21%	-4,486	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	6,392	$858K	0.02%	-72	13F-HR Timeline Group
Wealth Dimensions Group, Ltd.	6,387	$858K	0.2%	-36	13F-HR Timeline
Aspen Grove Capital, LLC	6,381	$857K	0.16%	0	13F-HR Timeline
Able Wealth Management LLC	6,356	$854K	0.51%	0	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	6,322	$849K	0.01%	-333	13F-HR Timeline
Pathway Financial Advisers, LLC	6,305	$847K	0.29%	-13	13F-HR Timeline
Claris Financial LLC	6,397	$840K	0.55%	0	13F-HR Timeline
ASPIRIANT, LLC	6,251	$839K	0.03%	+147	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	6,251	$839K	0.01%	+34	13F-HR Timeline Group
Optivise Advisory Services LLC	6,247	$839K	0.47%	-1,296	13F-HR Timeline
Modera Wealth Management, LLC	6,237	$838K	0.01%	-1,914	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	6,231	$837K	0.21%	0	13F-HR Timeline
Sunbelt Securities, Inc.	6,227	$836K	0.07%	-10,061	13F-HR Timeline
W ADVISORS, LLC	6,207	$834K	0.52%	0	13F-HR Timeline
APPLETON PARTNERS INC/MA	6,184	$830K	0.06%	0	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	6,165	$828K	0.03%	+670	13F-HR Timeline
Dupree Financial Group, LLC	6,143	$825K	0.34%	-235	13F-HR Timeline
Ledyard National Bank	6,130	$823K	0.08%	-235	13F-HR Timeline
Trace Wealth Advisors, LLC	6,124	$822K	0.73%	0	13F-HR Timeline
WARNER FINANCIAL, INC	6,121	$822K	0.36%	+10	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6,102	$819K	0.01%	-2,933	13F-HR Timeline
WealthTrust Axiom LLC	6,095	$818K	0.25%	0	13F-HR Timeline
Quadrature Capital Ltdin group Quadrature Capital Ltd	6,087	$818K	0.02%	new	13F-HR Timeline Group
FAGAN ASSOCIATES, INC.	6,082	$817K	0.14%	+4	13F-HR Timeline
Atria Investments, Inc	6,039	$811K	0.01%	-30,641	13F-HR Timeline
DT Investment Partners, LLC	6,000	$806K	0.08%	0	13F-HR Timeline
TruWealth Advisors, LLC	5,987	$804K	0.05%	+10	13F-HR Timeline
Regent Peak Wealth Advisors LLC	5,936	$797K	0.19%	-2,073	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	5,930	$796K	0.01%	-1,425	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	5,884	$790K	0.05%	0	13F-HR Timeline
Financial Engines Advisors L.L.C.	5,844	$785K	<0.01%	+414	13F-HR Timeline
Moors & Cabot, Inc.	5,838	$784K	0.04%	-196	13F-HR Timeline
Choate Investment Advisors	5,825	$782K	0.02%	-430	13F-HR Timeline
Cornerstone Wealth Management, LLC	5,805	$780K	0.05%	+289	13F-HR Timeline
Texas Yale Capital Corp.	5,795	$778K	0.03%	0	13F-HR Timeline
River Wealth Advisors LLC	5,734	$770K	0.11%	-54	13F-HR Timeline