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Disclosery

DVY ISHARES TR

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COM (fund)

1,301 managers (1,310 13F filers) reported a position in DVY shares at 2025-09-30, 66,588,172 shares in all. 71 filers opened a position and 56 filers sold out during the quarter.

Managers
1,301
13F filers
1,310
New
71
Added
398
Reduced
458
Sold out
56
Shares held by filers
66,588,172

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AE Wealth Management LLC10,479$1.49M0.01%+2,55813F-HRTimeline
Vertex Planning Partners, LLC10,418$1.48M0.28%+2413F-HRTimeline
Farmers National Bank10,416$1.48M0.35%+54413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,349$1.47M<0.01%-4,00613F-HRTimelineGroup
PFG Advisors10,300$1.46M0.06%new13F-HRTimeline
Asset Allocation & Management Company, …10,273$1.46M0.62%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC10,265$1.46M0.53%-54313F-HRTimeline
Planned Solutions, Inc.10,224$1.45M0.5%+55413F-HRTimeline
WHITTIER TRUST CO10,151$1.45M0.02%+25913F-HRTimeline
waypoint wealth counsel10,209$1.45M0.57%+2813F-HRTimeline
Sound View Wealth Advisors Group, LLC10,061$1.43M0.1%-5813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,975$1.42M0.12%013F-HRTimelineGroup
Keel Point, LLC9,956$1.41M0.09%+4313F-HRTimeline
ROMANO BROTHERS AND COMPANY9,953$1.41M0.16%013F-HRTimeline
First Nebraska Trust Co9,940$1.41M0.13%+62913F-HRTimeline
Logan Stone Capital, LLC9,918$1.41M0.64%-8,68013F-HRTimeline
TRUST POINT INC.9,907$1.41M0.11%-5413F-HRTimeline
Challenger Wealth Management9,884$1.4M1.1%013F-HRTimeline
Perigon Wealth Management, LLC9,859$1.4M0.03%-1,20813F-HRTimeline
Viewpoint Capital Management LLC9,805$1.39M0.61%+4013F-HRTimeline
XML Financial, LLC9,769$1.39M0.11%-913F-HRTimeline
Belpointe Asset Management LLC9,762$1.39M0.05%+1313F-HRTimeline
SMITH, MOORE & CO.9,732$1.38M0.11%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.9,712$1.38M0.03%+1,29813F-HRTimeline
Continuum Advisory, LLC9,651$1.37M0.14%+10013F-HRTimeline
Journey Advisory Group, LLC9,618$1.37M0.1%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC9,600$1.36M0.26%-6513F-HRTimeline
Focus Financial Network, Inc.9,594$1.36M0.05%-30413F-HRTimeline
Mesirow Financial Investment Management…9,547$1.36M0.02%-8213F-HRTimeline
FIDUCIENT ADVISORS LLC9,509$1.35M0.16%-2,22413F-HRTimeline
Freedom Financial Partners LLC9,462$1.34M0.51%+15613F-HRTimeline
Retirement Planning Co of New England, …9,448$1.34M0.54%-5513F-HRTimeline
ADG Wealth Management Group, LLC9,414$1.34M1.06%-6113F-HRTimeline
High Falls Advisors, Inc9,396$1.34M0.27%-1,62913F-HRTimeline
Occidental Asset Management, LLC9,395$1.34M0.17%013F-HRTimeline
GreatBanc Trust CO9,305$1.32M0.91%13F-HRTimeline
TCI Wealth Advisors, Inc.9,264$1.32M0.08%+1113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,201$1.31M0.03%+3313F-HRTimeline
CHOREO, LLC9,141$1.3M0.02%+413F-HRTimeline
Aptus Capital Advisors, LLC9,103$1.29M0.01%-19413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,064$1.29M0.21%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,064$1.29M0.11%+8613F-HRTimeline
Capital Advisors, Ltd. LLC9,044$1.28M0.15%+18113F-HRTimeline
VAUGHAN & Co SECURITIES, INC.9,014$1.28M0.68%013F-HRTimeline
Rockbridge Investment Management, LCC8,969$1.27M0.13%013F-HRTimeline
Wolff Financial Management LLC8,956$1.27M0.3%+813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,949$1.27M0.03%-73613F-HRTimeline
Old North State Trust, LLC8,847$1.26M0.77%013F-HRTimeline
Winthrop Advisory Group LLC8,781$1.25M0.11%-7113F-HRTimeline
Prosperity Consulting Group, LLC8,780$1.25M0.06%-2413F-HRTimeline
Infinity Wealth Counsel, LLC8,740$1.24M1.21%-913F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,699$1.24M0.13%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8,640$1.23M0.4%+27613F-HRTimeline
PRIVATE TRUST CO NA8,602$1.22M0.11%+23313F-HRTimeline
Embree Financial Group8,524$1.21M0.16%-21613F-HRTimeline
O'ROURKE & COMPANY, Inc8,521$1.21M0.51%+1813F-HRTimeline
ARS Investment Partners, LLC8,511$1.21M0.08%013F-HRTimeline
Rehmann Capital Advisory Group8,475$1.2M0.07%-49313F-HRTimeline
Performance Wealth Partners, LLC8,465$1.2M0.03%-8613F-HRTimeline
Squire Investment Management Company, L…8,455$1.2M0.39%+73513F-HRTimeline
SCS Capital Management LLC8,450$1.2M0.01%013F-HRTimeline
Edge Wealth Management LLC8,447$1.2M0.21%-3,43613F-HRTimeline
Independent Wealth Network Inc.8,302$1.18M0.38%-5113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,298$1.18M0.17%013F-HRTimeline
DAVIDSON TRUST CO8,281$1.18M0.49%013F-HRTimeline
Cove Private Wealth, LLC8,280$1.18M0.37%013F-HRTimeline
Dakota Wealth Management8,234$1.17M0.02%-71013F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC8,233$1.17M0.08%-52213F-HRTimeline
Accredited Investors Inc.8,175$1.16M0.06%-42013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,166$1.16M0.02%+11713F-HRTimeline
First National Trust Co8,157$1.16M0.04%-5413F-HRTimeline
CoreCap Advisors, LLC8,156$1.16M0.04%+3,23313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,136$1.16M0.08%013F-HRTimeline
Koshinski Asset Management, Inc.8,131$1.16M0.08%-2813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,108$1.15M0.01%-24313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,100$1.15M0.04%013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC8,059$1.15M0.02%+1,00813F-HRTimeline
IHT Wealth Management, LLC8,051$1.14M0.03%-15513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,957$1.13M0.93%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,940$1.13M0.01%-1,75913F-HR/ATimelineGroup
Claris Financial LLC7,927$1.13M0.64%+46013F-HRTimeline
HM PAYSON & CO7,920$1.13M0.02%-54413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,845$1.11M0.03%-29013F-HRTimelineGroup
Legacy Trust7,835$1.11M0.22%013F-HRTimeline
B. Riley Wealth Advisors, Inc.7,776$1.1M0.05%-1,65813F-HRTimeline
Archer Investment Corp7,771$1.1M0.25%+313F-HRTimeline
Cadence Bank7,750$1.1M0.07%-13913F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC7,715$1.1M0.76%-2,45013F-HR/ATimeline
Dodds Wealth, LLC7,616$1.08M0.27%+5413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC7,608$1.08M0.62%-23613F-HRTimeline
Dorsey & Whitney Trust CO LLC7,604$1.08M0.06%-4713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC7,570$1.08M0.12%-8313F-HRTimeline
Financial Engines Advisors L.L.C.7,540$1.07M<0.01%+4913F-HRTimeline
Atlas Legacy Advisors, LLC7,468$1.06M0.2%-1,74513F-HRTimeline
MKT Advisors LLC7,454$1.06M0.4%-21013F-HRTimeline
Platform Technology Partners7,436$1.06M0.25%-1,10813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,395$1.05M0.02%+2613F-HRTimelineGroup
Next Level Private LLC7,329$1.05M0.3%+6513F-HRTimeline
MainStreet Investment Advisors LLC7,343$1.04M0.14%+2,68513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT7,337$1.04M0.06%-613F-HRTimelineGroup
CENTRAL TRUST Co7,336$1.04M0.02%-12513F-HRTimeline
Argyle Capital Partners, LLC7,331$1.04M0.75%+28813F-HRTimeline
Sunbelt Securities, Inc.7,330$1.04M0.07%-8,95813F-HRTimeline
Atlas Private Wealth Advisors7,322$1.04M0.25%-7,47713F-HRTimeline
Beacon Financial Advisory LLC7,320$1.04M0.24%+3013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,279$1.03M0.63%013F-HRTimeline
Wilmington Savings Fund Society, FSB7,243$1.03M0.02%-13,85213F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC7,231$1.03M0.07%+19013F-HRTimeline
Wellspring Financial Advisors, LLC7,226$1.03M0.09%+40113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,220$1.03M0.07%-31213F-HRTimeline
CVA Family Office, LLC7,178$1.02M0.13%+35813F-HRTimeline
Cordgrass Capital Advisors, LLC7,176$1.02M0.25%013F-HRTimeline
Aprio Wealth Management, LLC7,175$1.02M0.1%-11413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,163$1.02M0.12%-6813F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK7,130$1.01M0.51%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,128$1.01M0.19%-13013F-HRTimeline
United Community Bankin group United Community Bank7,075$1.01M0.31%+1,80013F-HRTimelineGroup
Code Waechter LLC7,120$1M0.66%+7113F-HRTimeline
Pathway Financial Advisers, LLC7,087$1M0.29%+9513F-HRTimeline
INTRUST BANK NA7,013$997K0.08%-5513F-HRTimeline
Resonant Capital Advisors, LLC7,000$995K0.06%-5713F-HRTimeline
Sculati Wealth Management, LLC6,998$994K0.35%013F-HRTimeline
Gotham Asset Management, LLC6,979$992K<0.01%+1,65813F-HRTimeline
COUNTRY CLUB BANK6,980$987K0.06%013F-HRTimeline
Park Place Capital Corp6,896$980K0.21%-54513F-HRTimeline
Venturi Wealth Management, LLC6,890$979K0.05%-1,85513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,873$977K0.11%-90813F-HRTimeline
Cornerstone Wealth Group, LLC6,840$972K0.07%-44613F-HRTimeline
Helium Advisors LLC6,814$968K0.81%+4413F-HRTimeline
Merit Financial Group, LLC6,761$961K0.01%-37513F-HR/ATimeline
Lakeridge Wealth Management LLC6,659$946K0.42%-30013F-HRTimeline
CBIZ Investment Advisory Services, LLC6,651$945K0.04%+2513F-HRTimeline
Strait & Sound Wealth Management LLC6,647$945K0.36%013F-HRTimeline
Citizens National Bank Trust Department6,635$943K0.17%-1,85613F-HRTimeline
Capital Asset Advisory Services LLC6,634$943K0.04%-41713F-HRTimeline
WealthTrust Axiom LLC6,575$934K0.25%+48013F-HRTimeline
Waldron Private Wealth LLC6,564$933K0.04%013F-HRTimeline
Avior Wealth Management, LLC6,564$933K0.03%+83813F-HRTimeline
Thomasville National Bank6,543$930K0.06%-3513F-HRTimeline
Sageworth Trust Co6,541$929K0.04%-913F-HRTimeline
EASTERN BANK6,521$927K0.02%013F-HRTimeline
Jupiter Wealth Management LLC6,496$923K0.44%013F-HRTimeline
Indiana Trust & Investment Management Co6,449$916K0.28%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,413$911K0.02%-2213F-HRTimelineGroup
Wealth Dimensions Group, Ltd.6,363$904K0.19%-4013F-HRTimeline
TruWealth Advisors, LLC6,362$904K0.05%+36213F-HRTimeline
Able Wealth Management LLC6,356$903K0.34%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,400$899K0.24%-57913F-HRTimeline
ASPIRIANT, LLC6,251$888K0.03%013F-HRTimeline
Dale Q Rice Investment Management Ltd6,307$887K0.63%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,231$885K0.19%013F-HRTimeline
W ADVISORS, LLC6,207$882K0.46%013F-HRTimeline
APPLETON PARTNERS INC/MA6,184$879K0.06%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,152$874K0.01%+913F-HRTimelineGroup
WARNER FINANCIAL, INC6,146$873K0.33%+1213F-HRTimeline
Capital Advantage, Inc.6,118$869K0.13%-1,20113F-HRTimeline
Astoria Portfolio Advisors LLC.6,117$868K0.23%+52713F-HRTimeline
Global Retirement Partners, LLC6,098$866K0.02%-6213F-HRTimeline
FAGAN ASSOCIATES, INC.6,091$866K0.12%+413F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,069$862K0.02%-29613F-HRTimeline
Fortis Group Advisors, LLC6,172$859K0.15%-3,37813F-HRTimeline
Retirement Planning Group, LLC6,039$858K0.03%-3813F-HRTimeline
DT Investment Partners, LLC6,000$853K0.07%013F-HRTimeline
First Citizens Financial Corp5,963$847K0.42%-1813F-HRTimeline
CHAPIN DAVIS, INC.5,962$847K0.21%+92313F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,900$838K0.58%-12,91213F-HRTimeline
LOWE BROCKENBROUGH & CO INC5,884$836K0.04%013F-HRTimeline
GoalVest Advisory LLC5,856$832K0.18%-39,65213F-HRTimeline
Moors & Cabot, Inc.5,846$831K0.04%+413F-HRTimeline
Trace Wealth Advisors, LLC5,804$825K0.62%013F-HRTimeline
Krilogy Financial LLC5,934$824K0.03%new13F-HRTimeline
Texas Yale Capital Corp.5,795$823K0.03%013F-HRTimeline
Dupree Financial Group, LLC5,790$823K0.31%-22213F-HRTimeline
Cornerstone Wealth Management, LLC5,764$819K0.05%-28913F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…5,751$817K0.01%+68213F-HRTimelineGroup
M1 Capital Management LLC5,715$812K0.35%-3713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,700$810K<0.01%+41513F-HRTimeline
Alley Investment Management Company, LLC5,687$808K0.09%-2113F-HRTimeline
Modera Wealth Management, LLC5,686$808K0.01%-3613F-HRTimeline
River Wealth Advisors LLC5,672$806K0.09%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,657$804K0.05%+35513F-HRTimeline
Montecito Bank & Trust5,582$793K0.12%13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC5,581$793K0.06%013F-HRTimeline
Choate Investment Advisors5,490$780K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,448$774K0.02%013F-HRTimeline
Quadcap Wealth Management, LLC5,364$762K0.09%+2713F-HRTimeline
Savvy Advisors, Inc.5,355$761K0.03%+9113F-HRTimeline
Flywheel Private Wealth LLC5,294$752K0.59%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,280$750K0.02%+2,70013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,267$748K0.02%-10313F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC5,253$746K0.06%+25013F-HRTimeline
Versant Capital Management, Inc5,249$746K0.1%013F-HRTimeline
TCP Asset Management, LLC5,246$745K0.13%+713F-HRTimeline
Trivium Point Advisory, LLC5,230$743K0.08%-2,65413F-HRTimeline
CapWealth Advisors, LLC5,211$740K0.05%+48013F-HR/ATimeline
Old Mission Investment Co LLC5,204$739K0.18%-2613F-HRTimeline
WJ Financial Advisors LLC5,188$737K0.72%13F-HRTimeline
FIRST MANHATTAN CO. LLC.5,180$736K<0.01%-28513F-HRTimeline
Leo Wealth, LLC5,167$734K0.1%+2813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,159$733K0.08%+72813F-HRTimeline