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Disclosery

DVY ISHARES TR

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COM (fund)

1,292 managers (1,302 13F filers) reported a position in DVY shares at 2025-06-30, 67,216,827 shares in all. 62 filers opened a position and 73 filers sold out during the quarter.

Managers
1,292
13F filers
1,302
New
62
Added
446
Reduced
427
Sold out
73
Shares held by filers
67,216,827

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Glen Eagle Advisors, LLC11,357$1.51M0.23%+513F-HRTimeline
JMG Financial Group, Ltd.11,298$1.5M0.05%013F-HRTimeline
Tyche Wealth Partners LLC11,270$1.5M0.3%+86113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC11,185$1.49M0.36%+7713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,159$1.48M<0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,138$1.48M0.06%-1,91913F-HRTimeline
Perigon Wealth Management, LLC11,067$1.47M0.03%-43713F-HRTimeline
Fox Hill Wealth Management11,038$1.47M0.75%+15213F-HRTimeline
High Falls Advisors, Inc11,025$1.46M0.32%-413F-HRTimeline
Welch & Forbes LLC10,981$1.46M0.02%+26013F-HRTimeline
RWA WEALTH PARTNERS, LLC10,956$1.46M0.02%-1813F-HRTimeline
Global Trust Asset Management, LLC10,940$1.45M0.78%-2,23113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,921$1.45M0.02%-9513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,870$1.44M<0.01%new13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.10,827$1.44M0.1%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC10,808$1.44M0.57%+91013F-HRTimeline
VestGen Advisors, LLC10,761$1.43M0.06%013F-HRTimeline
Verdence Capital Advisors LLC10,671$1.42M0.1%+413F-HRTimeline
NorthRock Partners, LLC10,644$1.41M0.04%+98113F-HR/ATimeline
FLOW TRADERS U.S. LLC10,578$1.41M0.05%new13F-HRTimeline
Vertex Planning Partners, LLC10,394$1.38M0.29%-47413F-HRTimeline
Asset Allocation & Management Company, …10,273$1.36M0.63%013F-HRTimeline
waypoint wealth counsel10,181$1.35M0.67%+3213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC10,165$1.35M1.06%-40013F-HRTimeline
Caldwell Trust Co10,136$1.35M0.13%-15013F-HRTimeline
Sound View Wealth Advisors Group, LLC10,119$1.34M0.1%-6613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,975$1.32M0.12%013F-HRTimelineGroup
TRUST POINT INC.9,961$1.32M0.12%+21913F-HRTimeline
ROMANO BROTHERS AND COMPANY9,953$1.32M0.16%013F-HRTimeline
Keel Point, LLC9,913$1.32M0.09%+4513F-HRTimeline
Focus Financial Network, Inc.9,898$1.31M0.05%-6813F-HRTimeline
WHITTIER TRUST CO9,892$1.31M0.02%013F-HRTimeline
Challenger Wealth Management9,884$1.31M0.91%-35513F-HRTimeline
Farmers National Bank9,872$1.31M0.35%-49713F-HRTimeline
XML Financial, LLC9,778$1.3M0.11%-3813F-HRTimeline
Viewpoint Capital Management LLC9,765$1.3M0.64%+5413F-HRTimeline
Belpointe Asset Management LLC9,749$1.29M0.05%-48013F-HRTimeline
SMITH, MOORE & CO.9,730$1.29M0.11%+50113F-HRTimeline
Fortis Group Advisors, LLC9,550$1.29M0.23%-10,76213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,699$1.29M0.01%-69213F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,685$1.29M0.04%+96713F-HRTimeline
Planned Solutions, Inc.9,670$1.28M0.49%+2513F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC9,665$1.28M0.28%013F-HRTimeline
Mesirow Financial Investment Management…9,629$1.28M0.02%+9813F-HRTimeline
CRA Financial Services, LLC9,620$1.28M0.2%+9113F-HRTimeline
Journey Advisory Group, LLC9,618$1.28M0.1%-10013F-HRTimeline
Continuum Advisory, LLC9,551$1.27M0.15%+51713F-HRTimeline
Retirement Planning Co of New England, …9,503$1.26M0.56%+1613F-HRTimeline
ADG Wealth Management Group, LLC9,475$1.26M1.07%+7313F-HRTimeline
B. Riley Wealth Advisors, Inc.9,434$1.25M0.06%-3,69613F-HRTimeline
Occidental Asset Management, LLC9,395$1.25M0.17%-9913F-HRTimeline
Financial Advocates Investment Manageme…9,386$1.25M0.1%-3,66213F-HRTimeline
First Nebraska Trust Co9,311$1.24M0.12%+19813F-HRTimeline
Freedom Financial Partners LLC9,306$1.24M0.52%+5313F-HRTimeline
Aptus Capital Advisors, LLC9,297$1.23M0.01%+4813F-HRTimeline
TCI Wealth Advisors, Inc.9,253$1.23M0.08%-74713F-HRTimeline
Atlas Legacy Advisors, LLC9,213$1.22M0.27%+4,99113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,168$1.22M0.03%+3613F-HRTimeline
CHOREO, LLC9,137$1.21M0.02%-82113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,064$1.2M0.22%013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.9,014$1.2M0.69%+7213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,978$1.19M0.12%+51213F-HRTimeline
Rockbridge Investment Management, LCC8,969$1.19M0.13%013F-HRTimeline
Rehmann Capital Advisory Group8,968$1.19M0.07%+5313F-HRTimeline
Wolff Financial Management LLC8,948$1.19M0.31%-7713F-HRTimeline
Dakota Wealth Management8,944$1.19M0.03%-1,01513F-HRTimeline
Capital Advisors, Ltd. LLC8,863$1.18M0.15%-4013F-HRTimeline
Winthrop Advisory Group LLC8,852$1.18M0.11%+1,06213F-HRTimeline
Old North State Trust, LLC8,847$1.18M0.8%-54513F-HRTimeline
Meridian Wealth Management, LLC8,805$1.17M0.05%-7613F-HRTimeline
Prosperity Consulting Group, LLC8,804$1.17M0.09%-8813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC8,755$1.16M0.08%+4,74113F-HRTimeline
Infinity Wealth Counsel, LLC8,749$1.16M1.17%013F-HRTimeline
Venturi Wealth Management, LLC8,745$1.16M0.06%-1,44713F-HRTimeline
Embree Financial Group8,740$1.16M0.17%+14813F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,699$1.16M0.13%013F-HRTimeline
Accredited Investors Inc.8,595$1.14M0.07%+3513F-HRTimeline
Performance Wealth Partners, LLC8,551$1.14M0.04%-73113F-HRTimeline
Platform Technology Partners8,544$1.13M0.3%-15413F-HRTimeline
ARS Investment Partners, LLC8,511$1.13M0.08%013F-HRTimeline
O'ROURKE & COMPANY, Inc8,503$1.13M0.53%+1513F-HRTimeline
Citizens National Bank Trust Department8,491$1.13M0.22%-13513F-HRTimeline
HM PAYSON & CO8,464$1.12M0.02%+64913F-HRTimeline
SCS Capital Management LLC8,450$1.12M0.01%-4,24813F-HRTimeline
HARBOUR INVESTMENTS, INC.8,414$1.12M0.03%+11313F-HRTimeline
PRIVATE TRUST CO NA8,369$1.11M0.11%-15013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8,364$1.11M0.42%+98913F-HRTimeline
Independent Wealth Network Inc.8,353$1.11M0.4%+7013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,351$1.11M0.01%-44013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,298$1.1M0.17%013F-HRTimeline
DAVIDSON TRUST CO8,281$1.1M0.51%013F-HRTimeline
Cove Private Wealth, LLC8,280$1.1M0.39%+3,25013F-HRTimeline
Keudell/Morrison Wealth Management8,224$1.09M0.24%+7913F-HRTimeline
First National Trust Co8,211$1.09M0.04%-34013F-HRTimeline
IHT Wealth Management, LLC8,206$1.09M0.03%-313F-HRTimeline
Koshinski Asset Management, Inc.8,159$1.08M0.08%+1,26013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,136$1.08M0.08%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,135$1.08M0.03%013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,100$1.08M0.04%013F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT8,049$1.07M0.02%+1,72713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,957$1.06M0.85%-1213F-HRTimeline
AE Wealth Management LLC7,921$1.05M0.01%+57413F-HRTimeline
Cadence Bank7,889$1.05M0.07%+14513F-HRTimeline
Trivium Point Advisory, LLC7,884$1.05M0.11%+3,12113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC7,844$1.04M0.67%-5513F-HRTimeline
Legacy Trust7,835$1.04M0.26%013F-HRTimeline
MKT Advisors LLC7,664$1.04M0.41%-2413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,781$1.03M0.13%-56213F-HRTimeline
Archer Investment Corp7,768$1.03M0.25%+413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,747$1.03M0.01%+9713F-HRTimeline
Squire Investment Management Company, L…7,720$1.03M0.38%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC7,653$1.02M0.13%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC7,651$1.02M0.05%+2,27313F-HRTimeline
Park Place Capital Corp7,441$1.01M0.23%013F-HRTimeline
Dodds Wealth, LLC7,562$1M0.27%-28813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,532$1M0.07%-6213F-HRTimeline
Financial Engines Advisors L.L.C.7,491$995K<0.01%+1,64713F-HRTimeline
Claris Financial LLC7,467$992K0.75%+1,07013F-HRTimeline
CENTRAL TRUST Co7,461$991K0.02%-26513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,369$979K0.02%-81213F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT7,343$975K0.06%013F-HRTimelineGroup
Capital Advantage, Inc.7,319$972K0.15%-48713F-HRTimeline
Beacon Financial Advisory LLC7,290$968K0.25%-58613F-HRTimeline
Aprio Wealth Management, LLC7,289$968K0.11%+5513F-HRTimeline
Cornerstone Wealth Group, LLC7,286$968K0.07%-18213F-HRTimeline
GUERRA PAN ADVISORS, LLC7,279$967K0.64%+113F-HRTimeline
Next Level Private LLC7,264$965K0.31%+6813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,258$964K0.19%-30313F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,979$964K0.28%+113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,231$960K0.11%-11813F-HRTimeline
Capital Asset Advisory Services LLC7,051$954K0.04%-3313F-HRTimeline
Cordgrass Capital Advisors, LLC7,176$953K0.26%+76513F-HRTimeline
Merit Financial Group, LLC7,136$948K0.01%+4,31813F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK7,130$947K0.52%-20013F-HRTimeline
PATTEN & PATTEN INC/TN7,101$943K0.06%-18113F-HRTimeline
INTRUST BANK NA7,068$939K0.08%013F-HRTimeline
Resonant Capital Advisors, LLC7,057$937K0.06%+5013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,051$936K0.02%-3313F-HRTimeline
Code Waechter LLC7,049$936K0.67%013F-HRTimeline
Argyle Capital Partners, LLC7,043$935K0.77%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC7,041$935K0.06%-3713F-HRTimeline
Sculati Wealth Management, LLC6,998$929K0.35%-1,72013F-HRTimeline
Pathway Financial Advisers, LLC6,992$929K0.3%+68713F-HRTimeline
Lakeridge Wealth Management LLC6,959$924K0.42%-30513F-HRTimeline
COUNTRY CLUB BANK6,980$922K0.06%013F-HRTimeline
Almanack Investment Partners, LLC.6,889$915K0.15%new13F-HRTimeline
Wellspring Financial Advisors, LLC6,825$906K0.09%-55913F-HRTimeline
CVA Family Office, LLC6,820$906K0.13%+1313F-HRTimeline
Jupiter Wealth Management LLC6,496$905K0.46%013F-HRTimeline
Helium Advisors LLC6,770$899K0.57%-6713F-HRTimeline
Strait & Sound Wealth Management LLC6,647$883K0.37%-1613F-HRTimeline
CBIZ Investment Advisory Services, LLC6,626$880K0.04%-2,77413F-HRTimeline
Thomasville National Bank6,578$874K0.06%-10013F-HRTimeline
Waldron Private Wealth LLC6,564$872K0.04%013F-HRTimeline
Sageworth Trust Co6,550$870K0.05%013F-HRTimeline
EASTERN BANK6,521$866K0.02%-74013F-HRTimeline
Fort Point Capital Partners LLC6,476$860K0.09%+1413F-HRTimeline
Indiana Trust & Investment Management Co6,449$856K0.28%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,435$855K0.01%-2413F-HRTimelineGroup
Optivise Advisory Services LLC6,430$854K0.44%+18313F-HRTimeline
Aspen Grove Capital, LLC6,426$853K0.15%+4513F-HRTimeline
Wealth Dimensions Group, Ltd.6,403$850K0.19%+1613F-HRTimeline
Dale Q Rice Investment Management Ltd6,307$847K0.7%-6,26013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,365$845K0.02%+20013F-HRTimeline
Able Wealth Management LLC6,356$844K0.43%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC6,314$839K0.08%new13F-HRTimeline
ASPIRIANT, LLC6,251$830K0.03%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,231$828K0.18%013F-HRTimeline
W ADVISORS, LLC6,207$824K0.47%013F-HRTimeline
APPLETON PARTNERS INC/MA6,184$821K0.06%013F-HRTimeline
Global Retirement Partners, LLC6,160$818K0.02%13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,143$816K0.01%-10813F-HRTimelineGroup
WARNER FINANCIAL, INC6,134$815K0.34%+1313F-HRTimeline
TWO SIGMA SECURITIES, LLC6,097$810K0.1%+2,87413F-HRTimeline
WealthTrust Axiom LLC6,095$809K0.24%013F-HRTimeline
FAGAN ASSOCIATES, INC.6,087$808K0.13%+513F-HRTimeline
Retirement Planning Group, LLC6,077$807K0.03%-50913F-HRTimeline
Cornerstone Wealth Management, LLC6,053$804K0.05%+24813F-HRTimeline
MGO ONE SEVEN LLC6,037$802K0.03%+1,08213F-HRTimeline
Dupree Financial Group, LLC6,012$799K0.31%-13113F-HRTimeline
DT Investment Partners, LLC6,000$797K0.07%013F-HRTimeline
TruWealth Advisors, LLC6,000$797K0.04%+1313F-HRTimeline
First Citizens Financial Corp5,981$794K0.44%-3,59013F-HRTimeline
Virtue Capital Management, LLC5,955$791K0.15%-1,46213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,905$784K0.01%-2513F-HRTimeline
LOWE BROCKENBROUGH & CO INC5,884$781K0.04%013F-HRTimeline
Moors & Cabot, Inc.5,842$776K0.04%+413F-HRTimeline
Trace Wealth Advisors, LLC5,804$771K0.63%-32013F-HRTimeline
Texas Yale Capital Corp.5,795$770K0.03%013F-HRTimeline
Astoria Portfolio Advisors LLC.5,590$768K0.22%+1,13613F-HRTimeline
M1 Capital Management LLC5,752$764K0.39%+3513F-HRTimeline
Avior Wealth Management, LLC5,726$760K0.03%+313F-HRTimeline
Modera Wealth Management, LLC5,722$760K0.01%-51513F-HRTimeline
Alley Investment Management Company, LLC5,708$758K0.09%+7213F-HRTimeline
River Wealth Advisors LLC5,672$753K0.09%-6213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding5,582$743K-29Timeline
MARCO INVESTMENT MANAGEMENT LLC5,581$741K0.06%013F-HRTimeline
Choate Investment Advisors5,490$729K0.02%-33513F-HRTimeline
FIRST MANHATTAN CO. LLC.5,465$726K<0.01%+28513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,461$725K0.03%+89913F-HRTimelineGroup